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MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameMILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN
Plan identification number 001

MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

MILWAUKEE VALVE CO., LLC has sponsored the creation of one or more 401k plans.

Company Name:MILWAUKEE VALVE CO., LLC
Employer identification number (EIN):390965299
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-08-01DENNY MUENCH2020-06-19
0012018-08-01DENNY MUENCH2020-05-07
0012017-08-01DENNY MUENCH2019-05-13
0012016-08-01
0012015-08-01
0012014-08-01
0012013-08-01
0012012-08-01DENNY MUENCH
0012011-08-01DENNY MUENCH
0012009-08-01BLAINE MASON

Plan Statistics for MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN

Measure Date Value
2019: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-0144
Total number of active participants reported on line 7a of the Form 55002019-08-010
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-010
Total of all active and inactive participants2019-08-010
Total participants2019-08-010
2018: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2018 401k membership
Market value of plan assets2018-09-301,757,739
Acturial value of plan assets2018-09-301,638,425
Funding target for retired participants and beneficiaries receiving payment2018-09-301,022,948
Number of terminated vested participants2018-09-3015
Fundng target for terminated vested participants2018-09-30378,877
Active participant vested funding target2018-09-300
Number of active participants2018-09-300
Total funding liabilities for active participants2018-09-300
Total participant count2018-09-3056
Total funding target for all participants2018-09-301,401,825
Prefunding balance at beginning of prior year after applicable adjustments2018-09-304,333
Amount remaining of prefunding balance2018-09-304,333
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-304,830
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-3010,000
Unpaid minimum required contributions for current year2018-09-300
Total participants, beginning-of-year2018-08-0157
Number of retired or separated participants receiving benefits2018-08-0136
Number of other retired or separated participants entitled to future benefits2018-08-018
Total of all active and inactive participants2018-08-0144
Total participants2018-08-0144
Market value of plan assets2018-07-311,771,978
Acturial value of plan assets2018-07-311,691,484
Funding target for retired participants and beneficiaries receiving payment2018-07-311,046,824
Number of terminated vested participants2018-07-3116
Fundng target for terminated vested participants2018-07-31359,632
Active participant vested funding target2018-07-310
Number of active participants2018-07-310
Total funding liabilities for active participants2018-07-310
Total participant count2018-07-3163
Total funding target for all participants2018-07-311,406,456
Prefunding balance at beginning of prior year after applicable adjustments2018-07-313,650
Amount remaining of prefunding balance2018-07-313,650
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-07-310
Balance of carryovers at beginning of current year2018-07-310
Balance of prefunding at beginning of current year2018-07-314,333
Remaining amount of unpaid minimum required contributions2018-07-310
Minimum required contributions for current year target normal cost2018-07-3165,000
Unpaid minimum required contributions for current year2018-07-310
2017: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-0163
Number of retired or separated participants receiving benefits2017-08-0142
Number of other retired or separated participants entitled to future benefits2017-08-0115
Total of all active and inactive participants2017-08-0157
Total participants2017-08-0157
Market value of plan assets2017-07-311,704,682
Acturial value of plan assets2017-07-311,774,616
Funding target for retired participants and beneficiaries receiving payment2017-07-311,124,609
Number of terminated vested participants2017-07-3117
Fundng target for terminated vested participants2017-07-31381,143
Total participant count2017-07-3167
Total funding target for all participants2017-07-311,505,752
Balance at beginning of prior year after applicable adjustments2017-07-310
Prefunding balance at beginning of prior year after applicable adjustments2017-07-313,683
Carryover balanced portion elected for use to offset prior years funding requirement2017-07-310
Prefunding balanced used to offset prior years funding requirement2017-07-310
Amount remaining of prefunding balance2017-07-313,683
Present value of excess contributions2017-07-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-07-310
Balance of carryovers at beginning of current year2017-07-310
Balance of prefunding at beginning of current year2017-07-313,650
Remaining amount of unpaid minimum required contributions2017-07-310
Minimum required contributions for current year target normal cost2017-07-3165,000
Unpaid minimum required contributions for current year2017-07-310
2016: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-0167
Number of retired or separated participants receiving benefits2016-08-0147
Number of other retired or separated participants entitled to future benefits2016-08-0116
Total of all active and inactive participants2016-08-0163
Total participants2016-08-0163
2015: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-0168
Number of retired or separated participants receiving benefits2015-08-0150
Number of other retired or separated participants entitled to future benefits2015-08-0117
Total of all active and inactive participants2015-08-0167
Total participants2015-08-0167
2014: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-0171
Number of retired or separated participants receiving benefits2014-08-0151
Number of other retired or separated participants entitled to future benefits2014-08-0117
Total of all active and inactive participants2014-08-0168
Total participants2014-08-0168
2013: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-0173
Number of retired or separated participants receiving benefits2013-08-0153
Number of other retired or separated participants entitled to future benefits2013-08-0118
Total of all active and inactive participants2013-08-0171
Total participants2013-08-0171
2012: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-0181
Number of retired or separated participants receiving benefits2012-08-0155
Number of other retired or separated participants entitled to future benefits2012-08-0118
Total of all active and inactive participants2012-08-0173
Total participants2012-08-0173
2011: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-0184
Number of retired or separated participants receiving benefits2011-08-0162
Number of other retired or separated participants entitled to future benefits2011-08-0119
Total of all active and inactive participants2011-08-0181
Total participants2011-08-0181
2009: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-0189
Total number of active participants reported on line 7a of the Form 55002009-08-010
Number of retired or separated participants receiving benefits2009-08-0164
Number of other retired or separated participants entitled to future benefits2009-08-0121
Total of all active and inactive participants2009-08-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-010
Total participants2009-08-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-010

Financial Data on MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN

Measure Date Value
2019 : MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-11-30$-39,118
Total income from all sources2019-11-30$55,752
Expenses. Total of all expenses incurred2019-11-30$1,437,286
Benefits paid (including direct rollovers)2019-11-30$1,293,607
Total plan assets at end of year2019-11-30$0
Total plan assets at beginning of year2019-11-30$1,420,652
Value of fidelity bond covering the plan2019-11-30$1,000,000
Expenses. Other expenses not covered elsewhere2019-11-30$39,954
Other income received2019-11-30$55,752
Net income (gross income less expenses)2019-11-30$-1,381,534
Net plan assets at end of year (total assets less liabilities)2019-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2019-11-30$1,420,652
Expenses. Administrative service providers (salaries,fees and commissions)2019-11-30$103,725
Total income from all sources2019-07-31$31,466
Expenses. Total of all expenses incurred2019-07-31$377,792
Benefits paid (including direct rollovers)2019-07-31$320,889
Total plan assets at end of year2019-07-31$1,420,652
Total plan assets at beginning of year2019-07-31$1,766,978
Value of fidelity bond covering the plan2019-07-31$1,000,000
Other income received2019-07-31$31,466
Net income (gross income less expenses)2019-07-31$-346,326
Net plan assets at end of year (total assets less liabilities)2019-07-31$1,420,652
Net plan assets at beginning of year (total assets less liabilities)2019-07-31$1,766,978
Expenses. Administrative service providers (salaries,fees and commissions)2019-07-31$56,903
2017 : MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2017 401k financial data
Total income from all sources2017-07-31$299,625
Expenses. Total of all expenses incurred2017-07-31$230,081
Benefits paid (including direct rollovers)2017-07-31$163,968
Total plan assets at end of year2017-07-31$1,771,676
Total plan assets at beginning of year2017-07-31$1,702,132
Value of fidelity bond covering the plan2017-07-31$1,000,000
Other income received2017-07-31$299,625
Net income (gross income less expenses)2017-07-31$69,544
Net plan assets at end of year (total assets less liabilities)2017-07-31$1,771,676
Net plan assets at beginning of year (total assets less liabilities)2017-07-31$1,702,132
Expenses. Administrative service providers (salaries,fees and commissions)2017-07-31$66,113
2016 : MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2016 401k financial data
Total income from all sources2016-07-31$130,771
Expenses. Total of all expenses incurred2016-07-31$234,689
Benefits paid (including direct rollovers)2016-07-31$173,283
Total plan assets at end of year2016-07-31$1,702,132
Total plan assets at beginning of year2016-07-31$1,806,050
Value of fidelity bond covering the plan2016-07-31$1,000,000
Other income received2016-07-31$-19,229
Net income (gross income less expenses)2016-07-31$-103,918
Net plan assets at end of year (total assets less liabilities)2016-07-31$1,702,132
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$1,806,050
Total contributions received or receivable from employer(s)2016-07-31$150,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-07-31$61,406
2015 : MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2015 401k financial data
Total income from all sources2015-07-31$394,464
Expenses. Total of all expenses incurred2015-07-31$299,716
Benefits paid (including direct rollovers)2015-07-31$237,127
Total plan assets at end of year2015-07-31$1,806,050
Total plan assets at beginning of year2015-07-31$1,711,302
Value of fidelity bond covering the plan2015-07-31$750,000
Other income received2015-07-31$133,293
Net income (gross income less expenses)2015-07-31$94,748
Net plan assets at end of year (total assets less liabilities)2015-07-31$1,806,050
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$1,711,302
Total contributions received or receivable from employer(s)2015-07-31$261,171
Expenses. Administrative service providers (salaries,fees and commissions)2015-07-31$62,589
2014 : MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2014 401k financial data
Total income from all sources2014-07-31$444,821
Expenses. Total of all expenses incurred2014-07-31$265,816
Benefits paid (including direct rollovers)2014-07-31$211,457
Total plan assets at end of year2014-07-31$1,711,302
Total plan assets at beginning of year2014-07-31$1,532,297
Value of fidelity bond covering the plan2014-07-31$750,000
Other income received2014-07-31$219,436
Net income (gross income less expenses)2014-07-31$179,005
Net plan assets at end of year (total assets less liabilities)2014-07-31$1,711,302
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$1,532,297
Total contributions received or receivable from employer(s)2014-07-31$225,385
Expenses. Administrative service providers (salaries,fees and commissions)2014-07-31$54,359
2013 : MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2013 401k financial data
Total income from all sources2013-07-31$588,938
Expenses. Total of all expenses incurred2013-07-31$239,336
Benefits paid (including direct rollovers)2013-07-31$196,314
Total plan assets at end of year2013-07-31$1,532,297
Total plan assets at beginning of year2013-07-31$1,182,695
Value of fidelity bond covering the plan2013-07-31$750,000
Other income received2013-07-31$305,202
Net income (gross income less expenses)2013-07-31$349,602
Net plan assets at end of year (total assets less liabilities)2013-07-31$1,532,297
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$1,182,695
Total contributions received or receivable from employer(s)2013-07-31$283,736
Expenses. Administrative service providers (salaries,fees and commissions)2013-07-31$43,022
2012 : MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2012 401k financial data
Total income from all sources2012-07-31$241,365
Expenses. Total of all expenses incurred2012-07-31$281,455
Benefits paid (including direct rollovers)2012-07-31$228,408
Total plan assets at end of year2012-07-31$1,182,695
Total plan assets at beginning of year2012-07-31$1,222,785
Value of fidelity bond covering the plan2012-07-31$750,000
Other income received2012-07-31$31,808
Net income (gross income less expenses)2012-07-31$-40,090
Net plan assets at end of year (total assets less liabilities)2012-07-31$1,182,695
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$1,222,785
Total contributions received or receivable from employer(s)2012-07-31$209,557
Expenses. Administrative service providers (salaries,fees and commissions)2012-07-31$53,047
2011 : MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2011 401k financial data
Total income from all sources2011-07-31$530,755
Expenses. Total of all expenses incurred2011-07-31$249,758
Benefits paid (including direct rollovers)2011-07-31$212,434
Total plan assets at end of year2011-07-31$1,222,785
Total plan assets at beginning of year2011-07-31$941,788
Value of fidelity bond covering the plan2011-07-31$750,000
Other income received2011-07-31$203,140
Net income (gross income less expenses)2011-07-31$280,997
Net plan assets at end of year (total assets less liabilities)2011-07-31$1,222,785
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$941,788
Total contributions received or receivable from employer(s)2011-07-31$327,615
Expenses. Administrative service providers (salaries,fees and commissions)2011-07-31$37,324
2010 : MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0

Form 5500 Responses for MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN

2019: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01This submission is the final filingYes
2019-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement – InsuranceYes
2019-08-01Plan benefit arrangement - TrustYes
2018: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement – InsuranceYes
2018-08-01Plan benefit arrangement - TrustYes
2017: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement – InsuranceYes
2017-08-01Plan benefit arrangement - TrustYes
2016: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement – InsuranceYes
2016-08-01Plan benefit arrangement - TrustYes
2015: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement – InsuranceYes
2015-08-01Plan benefit arrangement - TrustYes
2014: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement – InsuranceYes
2014-08-01Plan benefit arrangement - TrustYes
2013: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement – InsuranceYes
2013-08-01Plan benefit arrangement - TrustYes
2012: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement – InsuranceYes
2012-08-01Plan benefit arrangement - TrustYes
2011: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement – InsuranceYes
2011-08-01Plan benefit arrangement - TrustYes
2009: MILWAUKEE VALVE COMPANY, INC. FACTORY EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement – InsuranceYes
2009-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number001990
Policy instance 1
Insurance contract or identification number001990
Number of Individuals Covered0
Insurance policy start date2019-08-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number001990
Policy instance 1
Insurance contract or identification number001990
Number of Individuals Covered44
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number001990
Policy instance 1
Insurance contract or identification number001990
Number of Individuals Covered57
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $886
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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