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SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN
Plan identification number 001

SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

STEEL FAB A DIVISION OF SAMUEL STRAPPING SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:STEEL FAB A DIVISION OF SAMUEL STRAPPING SYSTEMS, INC.
Employer identification number (EIN):391621566
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01JOSHUA GUAY
0012016-01-01JOSHUA GUAY
0012016-01-01
0012015-01-01JOSHUA GUAY
0012015-01-01JOSHUA GUAY JOSHUA GUAY2017-02-21
0012015-01-01CATHY FLEENOR CATHY FLEENOR2016-10-24
0012014-01-01CAROLYN STREET CAROLYN STREET2015-10-13
0012014-01-01DOUG BJORKMAN
0012013-01-01CAROLYN STREET CAROLYN STREET2014-10-13
0012012-01-01RHONDA MEADOWS RHONDA MEADOWS2014-03-25
0012011-01-01DOUG BJORKMAN
0012010-01-01DOUG BJORKMAN
0012009-01-01DOUG BJORKMAN

Plan Statistics for SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01279
Total number of active participants reported on line 7a of the Form 55002017-01-01245
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01260
Number of participants with account balances2017-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01268
Total number of active participants reported on line 7a of the Form 55002016-01-01261
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01273
Number of participants with account balances2016-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01375
Total number of active participants reported on line 7a of the Form 55002015-01-01300
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01330
Number of participants with account balances2015-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01239
Total number of active participants reported on line 7a of the Form 55002014-01-01213
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01254
Number of participants with account balances2014-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01247
Total number of active participants reported on line 7a of the Form 55002013-01-01200
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01234
Number of participants with account balances2013-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01206
Total number of active participants reported on line 7a of the Form 55002012-01-01178
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01206
Number of participants with account balances2012-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01286
Total number of active participants reported on line 7a of the Form 55002011-01-01344
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01358
Number of participants with account balances2011-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01258
Total number of active participants reported on line 7a of the Form 55002010-01-01261
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01275
Number of participants with account balances2010-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01351
Total number of active participants reported on line 7a of the Form 55002009-01-01243
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01257
Number of participants with account balances2009-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,935,626
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,052,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,044,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$604,524
Value of total assets at end of year2017-12-31$8,105,547
Value of total assets at beginning of year2017-12-31$7,222,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,028
Total interest from all sources2017-12-31$784
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$466,572
Participant contributions at end of year2017-12-31$18,212
Participant contributions at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$29,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$882,745
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,105,547
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,222,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$8,028
Value of interest in pooled separate accounts at end of year2017-12-31$7,734,653
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,762,849
Interest on participant loans2017-12-31$784
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$347,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$430,316
Net investment gain/loss from pooled separate accounts2017-12-31$1,330,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$137,952
Employer contributions (assets) at end of year2017-12-31$5,396
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,044,853
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KERBER ROSE SC
Accountancy firm EIN2017-12-31391658423
2016 : SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$495,609
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$204,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$202,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$327,962
Value of total assets at end of year2016-12-31$2,547,653
Value of total assets at beginning of year2016-12-31$2,256,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,840
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$203,278
Participant contributions at end of year2016-12-31$6,574
Participant contributions at beginning of year2016-12-31$3,518
Assets. Other investments not covered elsewhere at end of year2016-12-31$799,989
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$100,431
Assets. Loans (other than to participants) at end of year2016-12-31$29,637
Total non interest bearing cash at beginning of year2016-12-31$689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$291,153
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,547,653
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,256,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,055,980
Value of interest in pooled separate accounts at end of year2016-12-31$1,477,859
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,288,006
Interest on participant loans2016-12-31$526
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$843,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$259,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$962,916
Net investment gain/loss from pooled separate accounts2016-12-31$167,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$124,684
Employer contributions (assets) at end of year2016-12-31$4,162
Employer contributions (assets) at beginning of year2016-12-31$2,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$202,616
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LBMC, PC
Accountancy firm EIN2016-12-31621199757
2015 : SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$648,630
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,596,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,539,952
Value of total corrective distributions2015-12-31$9,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$662,221
Value of total assets at end of year2015-12-31$6,900,587
Value of total assets at beginning of year2015-12-31$7,848,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$46,786
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$65,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$65,582
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$525,763
Participant contributions at end of year2015-12-31$3,518
Participant contributions at beginning of year2015-12-31$1,963
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,350
Other income not declared elsewhere2015-12-31$859
Administrative expenses (other) incurred2015-12-31$46,786
Total non interest bearing cash at end of year2015-12-31$689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-947,896
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,900,587
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,848,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,055,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,976,363
Value of interest in pooled separate accounts at end of year2015-12-31$1,288,006
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,231,394
Interest earned on other investments2015-12-31$32,405
Value of interest in common/collective trusts at end of year2015-12-31$843,918
Value of interest in common/collective trusts at beginning of year2015-12-31$872,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$962,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$947,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-93,083
Net investment gain or loss from common/collective trusts2015-12-31$13,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$134,108
Employer contributions (assets) at end of year2015-12-31$2,060
Employer contributions (assets) at beginning of year2015-12-31$1,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,539,952
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31UNGER & WALTERS, S.C.
Accountancy firm EIN2015-12-31271329873
2014 : SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,020,404
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$523,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$465,734
Value of total corrective distributions2014-12-31$17,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$664,278
Value of total assets at end of year2014-12-31$7,848,483
Value of total assets at beginning of year2014-12-31$7,351,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,616
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$378,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$378,615
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$493,536
Participant contributions at end of year2014-12-31$1,963
Participant contributions at beginning of year2014-12-31$13,615
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$24,706
Other income not declared elsewhere2014-12-31$689
Administrative expenses (other) incurred2014-12-31$39,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$497,117
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,848,483
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,351,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,976,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,337,989
Value of interest in pooled separate accounts at end of year2014-12-31$1,231,394
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,074,727
Value of interest in common/collective trusts at end of year2014-12-31$872,120
Value of interest in common/collective trusts at beginning of year2014-12-31$1,013,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$947,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$891,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-30,681
Net investment gain/loss from pooled separate accounts2014-12-31$41,414
Net investment gain or loss from common/collective trusts2014-12-31$7,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$146,036
Employer contributions (assets) at end of year2014-12-31$1,320
Employer contributions (assets) at beginning of year2014-12-31$8,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$465,734
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31UNGER & WALTERS, S.C.
Accountancy firm EIN2014-12-31271329873
2013 : SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,803,509
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$641,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$601,765
Value of total corrective distributions2013-12-31$3,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$549,887
Value of total assets at end of year2013-12-31$7,351,366
Value of total assets at beginning of year2013-12-31$6,189,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$36,651
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$252,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$252,279
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$425,377
Participant contributions at end of year2013-12-31$13,615
Participant contributions at beginning of year2013-12-31$5,032
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,705
Other income not declared elsewhere2013-12-31$4,153
Administrative expenses (other) incurred2013-12-31$36,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,161,845
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,351,366
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,189,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,337,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,204,978
Value of interest in pooled separate accounts at end of year2013-12-31$1,074,727
Value of interest in pooled separate accounts at beginning of year2013-12-31$855,993
Value of interest in common/collective trusts at end of year2013-12-31$1,013,377
Value of interest in common/collective trusts at beginning of year2013-12-31$984,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$891,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$872,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$985,860
Net investment gain/loss from pooled separate accounts2013-12-31$125,512
Net investment gain or loss from common/collective trusts2013-12-31$11,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$119,805
Employer contributions (assets) at end of year2013-12-31$8,835
Employer contributions (assets) at beginning of year2013-12-31$3,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$601,765
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31UNGER & WALTERS, S.C.
Accountancy firm EIN2013-12-31271329873
2012 : SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,051,880
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$489,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$460,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$440,136
Value of total assets at end of year2012-12-31$6,189,521
Value of total assets at beginning of year2012-12-31$5,627,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,952
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$164,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$164,598
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$371,259
Participant contributions at end of year2012-12-31$5,032
Participant contributions at beginning of year2012-12-31$6,999
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$17,319
Other income not declared elsewhere2012-12-31$84
Administrative expenses (other) incurred2012-12-31$28,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$562,274
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,189,521
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,627,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,204,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,720,980
Value of interest in pooled separate accounts at end of year2012-12-31$855,993
Value of interest in pooled separate accounts at beginning of year2012-12-31$861,330
Value of interest in common/collective trusts at end of year2012-12-31$984,543
Value of interest in common/collective trusts at beginning of year2012-12-31$906,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$872,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$903,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$434,278
Net investment gain/loss from pooled separate accounts2012-12-31$81,126
Net investment gain or loss from common/collective trusts2012-12-31$12,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$51,558
Employer contributions (assets) at end of year2012-12-31$3,181
Employer contributions (assets) at beginning of year2012-12-31$4,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$460,654
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31UNGER & WALTERS, S.C.
Accountancy firm EIN2012-12-31271329873
2011 : SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$399,191
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$668,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$641,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$462,013
Value of total assets at end of year2011-12-31$5,627,247
Value of total assets at beginning of year2011-12-31$5,897,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,828
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$60,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$60,988
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$359,530
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$51,803
Other income not declared elsewhere2011-12-31$16,551
Administrative expenses (other) incurred2011-12-31$27,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-269,765
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,627,247
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,897,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,720,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,249,144
Value of interest in common/collective trusts at end of year2011-12-31$906,267
Value of interest in common/collective trusts at beginning of year2011-12-31$647,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-153,614
Net investment gain or loss from common/collective trusts2011-12-31$13,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$50,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$641,128
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31UNGER & WALTERS, S.C.
Accountancy firm EIN2011-12-31271329873
2010 : SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,150,488
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$338,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$324,457
Value of total corrective distributions2010-12-31$3,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$499,205
Value of total assets at end of year2010-12-31$5,897,012
Value of total assets at beginning of year2010-12-31$5,085,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,628
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$66,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$66,822
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$364,923
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$83,067
Administrative expenses (other) incurred2010-12-31$10,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$811,551
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,897,012
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,085,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,249,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,444,878
Value of interest in common/collective trusts at end of year2010-12-31$647,868
Value of interest in common/collective trusts at beginning of year2010-12-31$640,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$570,290
Net investment gain or loss from common/collective trusts2010-12-31$14,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$51,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$324,457
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31UNGER & WALTERS, S.C.
Accountancy firm EIN2010-12-31271329873
2009 : SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN

2017: SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SILVAN INDUSTRIES DIVISION OF SAMUEL PRESSURE VESSEL GROUP INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 86282-6
Policy instance 1
Insurance contract or identification numberRM 86282-6
Number of Individuals Covered176
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,731
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $781
Insurance broker organization code?3
Insurance broker nameJOSEPH DILEO
NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberMO125
Policy instance 1
Insurance contract or identification numberMO125
Number of Individuals Covered11
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberMO154
Policy instance 2
Insurance contract or identification numberMO154
Number of Individuals Covered11
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberUN199
Policy instance 3
Insurance contract or identification numberUN199
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberUN202
Policy instance 4
Insurance contract or identification numberUN202
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number19600243
Policy instance 5
Insurance contract or identification number19600243
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,397
Total amount of fees paid to insurance companyUSD $2,252
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,397
Amount paid for insurance broker fees2252
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
Insurance broker namePHILLIP A. KETRON
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number19600243
Policy instance 5
Insurance contract or identification number19600243
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,324
Total amount of fees paid to insurance companyUSD $2,081
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $8,324
Amount paid for insurance broker fees2081
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
Insurance broker namePHILLIP A. KETRON
NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberMO125
Policy instance 4
Insurance contract or identification numberMO125
Number of Individuals Covered11
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberMO154
Policy instance 3
Insurance contract or identification numberMO154
Number of Individuals Covered11
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberUN202
Policy instance 2
Insurance contract or identification numberUN202
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberUN199
Policy instance 1
Insurance contract or identification numberUN199
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number19600243
Policy instance 5
Insurance contract or identification number19600243
Number of Individuals Covered137
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,991
Total amount of fees paid to insurance companyUSD $1,748
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,991
Amount paid for insurance broker fees1748
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
Insurance broker namePHILLIP A. KETRON
NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberMO125
Policy instance 4
Insurance contract or identification numberMO125
Number of Individuals Covered12
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberMO154
Policy instance 3
Insurance contract or identification numberMO154
Number of Individuals Covered11
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberUN202
Policy instance 2
Insurance contract or identification numberUN202
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberUN199
Policy instance 1
Insurance contract or identification numberUN199
Number of Individuals Covered7
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberUN202
Policy instance 2
Insurance contract or identification numberUN202
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberMO154
Policy instance 3
Insurance contract or identification numberMO154
Number of Individuals Covered15
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberMO125
Policy instance 4
Insurance contract or identification numberMO125
Number of Individuals Covered18
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number19600243
Policy instance 5
Insurance contract or identification number19600243
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,288
Total amount of fees paid to insurance companyUSD $1,572
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,288
Amount paid for insurance broker fees1572
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
Insurance broker namePHILLIP A. KETRON
NATIONAL WESTERN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberUN199
Policy instance 1
Insurance contract or identification numberUN199
Number of Individuals Covered9
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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