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ORSCHELN INDUSTRIES RETIREMENT PROGRAM 401k Plan overview

Plan NameORSCHELN INDUSTRIES RETIREMENT PROGRAM
Plan identification number 001

ORSCHELN INDUSTRIES RETIREMENT PROGRAM 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORSCHELN MANAGEMENT CO. has sponsored the creation of one or more 401k plans.

Company Name:ORSCHELN MANAGEMENT CO.
Employer identification number (EIN):431465246
NAIC Classification:444200
NAIC Description: Lawn and Garden Equipment and Supplies Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORSCHELN INDUSTRIES RETIREMENT PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT B BRADSHAW BARBARA A WESTHUES2018-09-26
0012017-01-01
0012016-01-01ROBERT B BRADSHAW BARBARA A WESTHUES2017-10-11
0012016-01-01 BARBARA WESTHUES2020-11-23
0012015-01-01ROBERT B. BRADSHAW BARBARA A. WESTHUES2016-10-14
0012015-01-01
0012014-01-01ROBERT B. BRADSHAW BARBARA A. WESTHUES2015-10-15
0012014-01-01
0012013-01-01ROBERT B. BRADSHAW BARBARA A. WESTHUES2014-10-14
0012013-01-01
0012012-01-01ROBERT B BRADSHAW BARBARA A WESTHUES2013-10-14
0012012-01-01
0012011-01-01ROBERT B BRADSHAW BARBARA A WESTHUES2012-10-11
0012010-01-01ROBERT B BRADSHAW BARBARA A WESTHUES2011-10-11
0012009-01-01ROBERT B BRADSHAW BARBARA A WESTHUES2010-10-13

Plan Statistics for ORSCHELN INDUSTRIES RETIREMENT PROGRAM

401k plan membership statisitcs for ORSCHELN INDUSTRIES RETIREMENT PROGRAM

Measure Date Value
2022: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2022 401k membership
Total participants, beginning-of-year2022-01-012,791
Total number of active participants reported on line 7a of the Form 55002022-01-011,868
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01665
Total of all active and inactive participants2022-01-012,534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,534
Number of participants with account balances2022-01-012,534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0132
2021: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2021 401k membership
Total participants, beginning-of-year2021-01-012,882
Total number of active participants reported on line 7a of the Form 55002021-01-011,961
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01710
Total of all active and inactive participants2021-01-012,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,672
Number of participants with account balances2021-01-012,536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0161
2020: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-01-012,598
Total number of active participants reported on line 7a of the Form 55002020-01-012,176
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01613
Total of all active and inactive participants2020-01-012,790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,790
Number of participants with account balances2020-01-012,541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0153
2019: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-01-012,348
Total number of active participants reported on line 7a of the Form 55002019-01-011,922
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01527
Total of all active and inactive participants2019-01-012,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,450
Number of participants with account balances2019-01-012,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0137
2018: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-012,321
Total number of active participants reported on line 7a of the Form 55002018-01-011,854
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01493
Total of all active and inactive participants2018-01-012,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,348
Number of participants with account balances2018-01-012,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0135
2017: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-012,382
Total number of active participants reported on line 7a of the Form 55002017-01-011,898
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01423
Total of all active and inactive participants2017-01-012,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,321
Number of participants with account balances2017-01-012,321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0125
2016: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-01-012,364
Total number of active participants reported on line 7a of the Form 55002016-01-011,990
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01392
Total of all active and inactive participants2016-01-012,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,382
Number of participants with account balances2016-01-012,382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0135
2015: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-01-012,390
Total number of active participants reported on line 7a of the Form 55002015-01-011,999
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01365
Total of all active and inactive participants2015-01-012,364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,364
Number of participants with account balances2015-01-012,364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0148
2014: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-01-012,179
Total number of active participants reported on line 7a of the Form 55002014-01-011,973
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01324
Total of all active and inactive participants2014-01-012,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,297
Number of participants with account balances2014-01-012,297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01168
2013: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-01-012,111
Total number of active participants reported on line 7a of the Form 55002013-01-011,865
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01314
Total of all active and inactive participants2013-01-012,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,179
Number of participants with account balances2013-01-012,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01156
2012: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-01-011,944
Total number of active participants reported on line 7a of the Form 55002012-01-011,869
Number of other retired or separated participants entitled to future benefits2012-01-01242
Total of all active and inactive participants2012-01-012,111
Total participants2012-01-012,111
Number of participants with account balances2012-01-012,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01153
2011: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-01-011,885
Total number of active participants reported on line 7a of the Form 55002011-01-011,742
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01202
Total of all active and inactive participants2011-01-011,944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,944
Number of participants with account balances2011-01-011,944
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01195
2010: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2010 401k membership
Total participants, beginning-of-year2010-01-011,948
Total number of active participants reported on line 7a of the Form 55002010-01-011,741
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01143
Total of all active and inactive participants2010-01-011,884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,885
Number of participants with account balances2010-01-011,885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01227
2009: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-01-012,093
Total number of active participants reported on line 7a of the Form 55002009-01-011,778
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01170
Total of all active and inactive participants2009-01-011,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,948
Number of participants with account balances2009-01-011,948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01190

Financial Data on ORSCHELN INDUSTRIES RETIREMENT PROGRAM

Measure Date Value
2022 : ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-11,825,847
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,485,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,125,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,957,089
Value of total assets at end of year2022-12-31$114,024,920
Value of total assets at beginning of year2022-12-31$136,336,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$359,872
Total interest from all sources2022-12-31$400,097
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,644,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,644,481
Administrative expenses professional fees incurred2022-12-31$13,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,954,193
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$53,869
Other income not declared elsewhere2022-12-31$60,870
Administrative expenses (other) incurred2022-12-31$1,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,311,436
Value of net assets at end of year (total assets less liabilities)2022-12-31$114,024,920
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$136,336,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$80,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$68,735,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$84,086,570
Value of interest in pooled separate accounts at end of year2022-12-31$21,106,333
Value of interest in pooled separate accounts at beginning of year2022-12-31$27,739,254
Interest earned on other investments2022-12-31$400,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$23,749,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$23,739,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,023,082
Net investment gain/loss from pooled separate accounts2022-12-31$-5,865,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,949,027
Employer contributions (assets) at end of year2022-12-31$433,109
Employer contributions (assets) at beginning of year2022-12-31$771,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,125,717
Contract administrator fees2022-12-31$264,447
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2022-12-31431126847
2021 : ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$23,567,315
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,498,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,128,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,777,742
Value of total assets at end of year2021-12-31$136,336,356
Value of total assets at beginning of year2021-12-31$125,267,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$370,121
Total interest from all sources2021-12-31$394,219
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,021,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,021,966
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,352,155
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$103,795
Other income not declared elsewhere2021-12-31$73,921
Administrative expenses (other) incurred2021-12-31$370,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$11,068,961
Value of net assets at end of year (total assets less liabilities)2021-12-31$136,336,356
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$125,267,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$84,086,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$78,244,698
Value of interest in pooled separate accounts at end of year2021-12-31$27,739,254
Value of interest in pooled separate accounts at beginning of year2021-12-31$24,301,750
Interest earned on other investments2021-12-31$394,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$23,739,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$21,950,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,804,543
Net investment gain/loss from pooled separate accounts2021-12-31$2,494,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,321,792
Employer contributions (assets) at end of year2021-12-31$771,325
Employer contributions (assets) at beginning of year2021-12-31$770,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,128,233
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2021-12-31431126847
2020 : ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$27,668,158
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,942,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,646,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,756,080
Value of total assets at end of year2020-12-31$125,267,395
Value of total assets at beginning of year2020-12-31$104,541,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$295,703
Total interest from all sources2020-12-31$403,442
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,152,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,152,274
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,569,309
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$86,404
Other income not declared elsewhere2020-12-31$68,724
Administrative expenses (other) incurred2020-12-31$295,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$20,725,645
Value of net assets at end of year (total assets less liabilities)2020-12-31$125,267,395
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$104,541,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$78,244,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$65,089,374
Value of interest in pooled separate accounts at end of year2020-12-31$24,301,750
Value of interest in pooled separate accounts at beginning of year2020-12-31$19,408,759
Interest earned on other investments2020-12-31$403,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$21,950,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$19,347,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,949,267
Net investment gain/loss from pooled separate accounts2020-12-31$6,338,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,100,367
Employer contributions (assets) at end of year2020-12-31$770,721
Employer contributions (assets) at beginning of year2020-12-31$695,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,646,810
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2020-12-31431126847
2019 : ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$24,888,952
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,580,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,272,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,041,011
Value of total assets at end of year2019-12-31$104,541,750
Value of total assets at beginning of year2019-12-31$86,233,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$308,640
Total interest from all sources2019-12-31$406,193
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,506,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,506,575
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,924,355
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$287,700
Other income not declared elsewhere2019-12-31$70,441
Administrative expenses (other) incurred2019-12-31$308,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$18,308,027
Value of net assets at end of year (total assets less liabilities)2019-12-31$104,541,750
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$86,233,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$65,089,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$67,805,476
Value of interest in pooled separate accounts at end of year2019-12-31$19,408,759
Interest earned on other investments2019-12-31$406,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,347,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,768,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,987,265
Net investment gain/loss from pooled separate accounts2019-12-31$877,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,828,956
Employer contributions (assets) at end of year2019-12-31$695,913
Employer contributions (assets) at beginning of year2019-12-31$659,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,272,285
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2019-12-31431126847
2018 : ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,901,478
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,218,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,888,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,323,554
Value of total assets at end of year2018-12-31$86,233,723
Value of total assets at beginning of year2018-12-31$89,550,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$329,889
Total interest from all sources2018-12-31$349,904
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,428,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,428,461
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,551,250
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$8,741
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$29,177
Other income not declared elsewhere2018-12-31$96,629
Administrative expenses (other) incurred2018-12-31$329,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,316,673
Value of net assets at end of year (total assets less liabilities)2018-12-31$86,233,723
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$89,550,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$67,805,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$72,277,259
Interest on participant loans2018-12-31$133
Interest earned on other investments2018-12-31$349,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17,768,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$16,676,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,297,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,743,127
Employer contributions (assets) at end of year2018-12-31$659,965
Employer contributions (assets) at beginning of year2018-12-31$587,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,888,262
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2018-12-31431126847
2017 : ORSCHELN INDUSTRIES RETIREMENT PROGRAM 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$19,119,047
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,745,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,485,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,167,471
Value of total assets at end of year2017-12-31$89,550,396
Value of total assets at beginning of year2017-12-31$77,176,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$259,371
Total interest from all sources2017-12-31$267,935
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,279,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,279,427
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$4,393,413
Participant contributions at end of year2017-12-31$8,741
Participant contributions at beginning of year2017-12-31$24,318
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$33,537
Other income not declared elsewhere2017-12-31$91,880
Administrative expenses (other) incurred2017-12-31$259,371
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$12,373,960
Value of net assets at end of year (total assets less liabilities)2017-12-31$89,550,396
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$77,176,436
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$72,277,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$60,577,725
Interest on participant loans2017-12-31$862
Interest earned on other investments2017-12-31$267,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$16,676,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$15,993,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,312,334
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,740,521
Employer contributions (assets) at end of year2017-12-31$587,450
Employer contributions (assets) at beginning of year2017-12-31$581,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,485,716
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2017-12-31431126847
2016 : ORSCHELN INDUSTRIES RETIREMENT PROGRAM 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$11,441,665
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,372,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,118,242
Value of total corrective distributions2016-12-31$176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,864,767
Value of total assets at end of year2016-12-31$77,176,436
Value of total assets at beginning of year2016-12-31$72,107,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$254,547
Total interest from all sources2016-12-31$258,412
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,114,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,114,826
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$4,187,993
Participant contributions at end of year2016-12-31$24,318
Participant contributions at beginning of year2016-12-31$40,085
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$42,139
Other income not declared elsewhere2016-12-31$82,034
Administrative expenses (other) incurred2016-12-31$254,547
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$5,068,700
Value of net assets at end of year (total assets less liabilities)2016-12-31$77,176,436
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$72,107,736
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$60,577,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$55,401,487
Interest on participant loans2016-12-31$1,469
Interest earned on other investments2016-12-31$256,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$15,993,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$16,052,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,121,626
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,634,635
Employer contributions (assets) at end of year2016-12-31$581,247
Employer contributions (assets) at beginning of year2016-12-31$613,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,118,242
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2016-12-31431126847
2015 : ORSCHELN INDUSTRIES RETIREMENT PROGRAM 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$6,646,705
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,308,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,137,143
Value of total corrective distributions2015-12-31$168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,856,313
Value of total assets at end of year2015-12-31$72,107,736
Value of total assets at beginning of year2015-12-31$71,769,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$170,798
Total interest from all sources2015-12-31$274,120
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,064,626
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$1,064,626
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,186,502
Participant contributions at end of year2015-12-31$40,085
Participant contributions at beginning of year2015-12-31$55,516
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$95,690
Other income not declared elsewhere2015-12-31$74,035
Administrative expenses (other) incurred2015-12-31$170,798
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$338,596
Value of net assets at end of year (total assets less liabilities)2015-12-31$72,107,736
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$71,769,140
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
Investment advisory and management fees2015-12-31$170,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$55,401,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,442,173
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$38,678,504
Interest on participant loans2015-12-31$2,057
Interest earned on other investments2015-12-31$272,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$16,052,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$19,973,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,188,577
Net investment gain/loss from pooled separate accounts2015-12-31$-433,812
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$2,574,121
Employer contributions (assets) at end of year2015-12-31$613,852
Employer contributions (assets) at beginning of year2015-12-31$619,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,137,143
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2015-12-31431126847
2014 : ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$1,335,849
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$9,889,340
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,535,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,444,518
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,424,268
Value of total assets at end of year2014-12-31$71,769,140
Value of total assets at beginning of year2014-12-31$65,079,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$90,648
Total interest from all sources2014-12-31$360,790
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$69,749
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$69,749
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$3,823,185
Participant contributions at end of year2014-12-31$55,516
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$134,459
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$38,826
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$90,648
Total non interest bearing cash at beginning of year2014-12-31$0
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$5,354,174
Value of net assets at end of year (total assets less liabilities)2014-12-31$71,769,140
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$65,079,117
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$12,442,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,666,119
Value of interest in pooled separate accounts at end of year2014-12-31$38,678,504
Value of interest in pooled separate accounts at beginning of year2014-12-31$34,300,759
Interest on participant loans2014-12-31$2,702
Interest earned on other investments2014-12-31$358,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$19,973,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$19,398,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$692,034
Net investment gain/loss from pooled separate accounts2014-12-31$2,342,499
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$2,562,257
Employer contributions (assets) at end of year2014-12-31$619,251
Employer contributions (assets) at beginning of year2014-12-31$579,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,444,518
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2014-12-31431126847
2013 : ORSCHELN INDUSTRIES RETIREMENT PROGRAM 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$15,091,459
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,307,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,290,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,755,044
Value of total assets at end of year2013-12-31$65,079,117
Value of total assets at beginning of year2013-12-31$54,295,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,740
Total interest from all sources2013-12-31$384,573
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$38,419
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$38,419
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,100,000
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$3,495,538
Participant contributions at end of year2013-12-31$134,459
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$43,463
Administrative expenses (other) incurred2013-12-31$16,740
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$10,783,838
Value of net assets at end of year (total assets less liabilities)2013-12-31$65,079,117
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$54,295,279
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$10,666,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,733,615
Value of interest in pooled separate accounts at end of year2013-12-31$34,300,759
Value of interest in pooled separate accounts at beginning of year2013-12-31$25,993,541
Interest earned on other investments2013-12-31$384,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$19,398,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$19,002,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,347,272
Net investment gain/loss from pooled separate accounts2013-12-31$6,566,151
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$2,216,043
Employer contributions (assets) at end of year2013-12-31$579,517
Employer contributions (assets) at beginning of year2013-12-31$565,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,290,881
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2013-12-31431126847
2012 : ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$10,675,136
Total of all expenses incurred2012-12-31$4,012,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,997,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,869,690
Value of total assets at end of year2012-12-31$54,295,279
Value of total assets at beginning of year2012-12-31$47,633,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,926
Total interest from all sources2012-12-31$422,645
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$100,439
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$100,439
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,481,353
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$18,349
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$6,662,216
Value of net assets at end of year (total assets less liabilities)2012-12-31$54,295,279
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$47,633,063
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$8,733,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,286,144
Value of interest in pooled separate accounts at end of year2012-12-31$25,993,541
Value of interest in pooled separate accounts at beginning of year2012-12-31$28,058,703
Interest earned on other investments2012-12-31$422,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$19,002,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$17,779,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$298,351
Net investment gain/loss from pooled separate accounts2012-12-31$3,984,011
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$2,369,988
Employer contributions (assets) at end of year2012-12-31$565,349
Employer contributions (assets) at beginning of year2012-12-31$508,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,997,994
Contract administrator fees2012-12-31$14,926
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2012-12-31431126847
2011 : ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$5,198,578
Total of all expenses incurred2011-12-31$3,076,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,061,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,280,752
Value of total assets at end of year2011-12-31$47,633,063
Value of total assets at beginning of year2011-12-31$45,511,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,410
Total interest from all sources2011-12-31$500,940
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8,807
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$8,807
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,096,864
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$71,087
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$2,121,714
Value of net assets at end of year (total assets less liabilities)2011-12-31$47,633,063
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$45,511,349
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$1,286,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,375,722
Value of interest in pooled separate accounts at end of year2011-12-31$28,058,703
Value of interest in pooled separate accounts at beginning of year2011-12-31$27,803,177
Interest earned on other investments2011-12-31$500,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$17,779,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$15,827,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-50,762
Net investment gain/loss from pooled separate accounts2011-12-31$-541,159
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$2,112,801
Employer contributions (assets) at end of year2011-12-31$508,816
Employer contributions (assets) at beginning of year2011-12-31$504,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,061,454
Contract administrator fees2011-12-31$15,410
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2011-12-31431126847
2010 : ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$9,324,138
Total of all expenses incurred2010-12-31$3,387,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,377,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,888,084
Value of total assets at end of year2010-12-31$45,511,349
Value of total assets at beginning of year2010-12-31$39,574,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,025
Total interest from all sources2010-12-31$470,816
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,388
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$5,388
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,886,866
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,128
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$5,936,772
Value of net assets at end of year (total assets less liabilities)2010-12-31$45,511,349
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$39,574,577
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$1,375,722
Value of interest in pooled separate accounts at end of year2010-12-31$27,803,177
Value of interest in pooled separate accounts at beginning of year2010-12-31$23,771,706
Interest earned on other investments2010-12-31$470,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$15,827,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$15,275,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$115,228
Net investment gain/loss from pooled separate accounts2010-12-31$3,844,622
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$1,991,090
Employer contributions (assets) at end of year2010-12-31$504,585
Employer contributions (assets) at beginning of year2010-12-31$527,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,377,341
Contract administrator fees2010-12-31$10,025
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31WILLIAMS-KEEPERS LLC
Accountancy firm EIN2010-12-31431126847
2009 : ORSCHELN INDUSTRIES RETIREMENT PROGRAM 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 ORSCHELN INDUSTRIES RETIREMENT PROGRAM

2022: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 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: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 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: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 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: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 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: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ORSCHELN INDUSTRIES RETIREMENT PROGRAM 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan 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 number035844
Policy instance 1
Insurance contract or identification number035844
Number of Individuals Covered2534
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number035844
Policy instance 1
Insurance contract or identification number035844
Number of Individuals Covered2672
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number035844
Policy instance 1
Insurance contract or identification number035844
Number of Individuals Covered2790
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number035844
Policy instance 1
Insurance contract or identification number035844
Number of Individuals Covered2450
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number035844
Policy instance 1
Insurance contract or identification number035844
Number of Individuals Covered2348
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number35844-002
Policy instance 1
Insurance contract or identification number35844-002
Number of Individuals Covered2321
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number35844-002
Policy instance 1
Insurance contract or identification number35844-002
Number of Individuals Covered2364
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?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number35844-002
Policy instance 1
Insurance contract or identification number35844-002
Number of Individuals Covered2297
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 $87,180
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?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
Amount paid for insurance broker fees87180
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number35844-002
Policy instance 1
Insurance contract or identification number35844-002
Number of Individuals Covered2179
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 $83,651
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?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
Amount paid for insurance broker fees83651
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number35844-002
Policy instance 1
Insurance contract or identification number35844-002
Number of Individuals Covered2111
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $85,870
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $85,870
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS, LLC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number35844-002
Policy instance 1
Insurance contract or identification number35844-002
Number of Individuals Covered1944
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $90,680
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number35844-002
Policy instance 1
Insurance contract or identification number35844-002
Number of Individuals Covered1885
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $81,466
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $81,466
Insurance broker organization code?4
Insurance broker nameLOCKTON FINANCIAL ADVISORS, LLC

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