401k Plan data: LADISH CO., INC. PENSION PLAN - BLACKSMITHS SUBORDINATE LODGE NO. 1509 plan

LADISH CO., INC. PENSION PLAN - BLACKSMITHS SUBORDINATE LODGE NO. 1509 401k Plan overview

Plan Name	LADISH CO., INC. PENSION PLAN - BLACKSMITHS SUBORDINATE LODGE NO. 1509
Plan identification number	001

LADISH CO., INC. PENSION PLAN - BLACKSMITHS SUBORDINATE LODGE NO. 1509 Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ATI LADISH LLC has sponsored the creation of one or more 401k plans.

Company Name: ATI LADISH LLC

Employer identification number (EIN): 451623676

NAIC Classification: 332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LADISH CO., INC. PENSION PLAN - BLACKSMITHS SUBORDINATE LODGE NO. 1509

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 WENDY BLAKE JAMES MILLER 2012-10-11
001 2010-01-01 WENDY BLAKE JAMES MILLER 2011-09-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	WENDY BLAKE		JAMES MILLER	2012-10-11
001	2010-01-01	WENDY BLAKE		JAMES MILLER	2011-09-09

Plan Statistics for LADISH CO., INC. PENSION PLAN - BLACKSMITHS SUBORDINATE LODGE NO. 1509

401k plan membership statisitcs for LADISH CO., INC. PENSION PLAN - BLACKSMITHS SUBORDINATE LODGE NO. 1509

Measure Date Value
2011: LADISH CO., INC. PENSION PLAN - BLACKSMITHS SUBORDINATE LODGE NO. 1509 2011 401k membership
Total participants, beginning-of-year 2011-01-01 762
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LADISH CO., INC. PENSION PLAN - BLACKSMITHS SUBORDINATE LODGE NO. 1509 2010 401k membership
Total participants, beginning-of-year 2010-01-01 787
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 100
Number of retired or separated participants receiving benefits 2010-01-01 423
Number of other retired or separated participants entitled to future benefits 2010-01-01 113
Total of all active and inactive participants 2010-01-01 636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 126
Total participants 2010-01-01 762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2011: LADISH CO., INC. PENSION PLAN - BLACKSMITHS SUBORDINATE LODGE NO. 1509 2011 401k membership
Total participants, beginning-of-year	2011-01-01	762
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LADISH CO., INC. PENSION PLAN - BLACKSMITHS SUBORDINATE LODGE NO. 1509 2010 401k membership
Total participants, beginning-of-year	2010-01-01	787
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	100
Number of retired or separated participants receiving benefits	2010-01-01	423
Number of other retired or separated participants entitled to future benefits	2010-01-01	113
Total of all active and inactive participants	2010-01-01	636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	126
Total participants	2010-01-01	762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on LADISH CO., INC. PENSION PLAN - BLACKSMITHS SUBORDINATE LODGE NO. 1509

Measure	Date	Value
2011 : LADISH CO., INC. PENSION PLAN - BLACKSMITHS SUBORDINATE LODGE NO. 1509 2011 401k financial data
Total transfer of assets from this plan	2011-12-30	$22,755,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-30	$0
Total income from all sources (including contributions)	2011-12-30	$1,876,352
Total of all expenses incurred	2011-12-30	$2,636,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-30	$2,519,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-30	$935,209
Value of total assets at end of year	2011-12-30	$0
Value of total assets at beginning of year	2011-12-30	$23,514,885
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-30	$116,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-30	No
Administrative expenses professional fees incurred	2011-12-30	$10,383
Was this plan covered by a fidelity bond	2011-12-30	Yes
Value of fidelity bond cover	2011-12-30	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-30	No
Administrative expenses (other) incurred	2011-12-30	$62,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-30	No
Value of net income/loss	2011-12-30	$-759,661
Value of net assets at end of year (total assets less liabilities)	2011-12-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2011-12-30	$23,514,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-30	No
Were any leases to which the plan was party in default or uncollectible	2011-12-30	No
Investment advisory and management fees	2011-12-30	$43,979
Value of interest in master investment trust accounts at beginning of year	2011-12-30	$22,628,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-30	No
Was there a failure to transmit to the plan any participant contributions	2011-12-30	No
Has the plan failed to provide any benefit when due under the plan	2011-12-30	No
Contributions received in cash from employer	2011-12-30	$935,209
Employer contributions (assets) at beginning of year	2011-12-30	$886,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-30	$2,519,548
Did the plan have assets held for investment	2011-12-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-30	Disclaimer
Accountancy firm name	2011-12-30	SCHENCK SC
Accountancy firm EIN	2011-12-30	391173131
2010 : LADISH CO., INC. PENSION PLAN - BLACKSMITHS SUBORDINATE LODGE NO. 1509 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$5,193,906
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,817,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,688,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,574,173
Value of total assets at end of year	2010-12-31	$23,514,885
Value of total assets at beginning of year	2010-12-31	$21,138,210
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$129,112
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$12,172
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Administrative expenses (other) incurred	2010-12-31	$79,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,376,675
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$23,514,885
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$21,138,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$37,706
Value of interest in master investment trust accounts at end of year	2010-12-31	$22,628,632
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$20,066,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,574,173
Employer contributions (assets) at end of year	2010-12-31	$886,253
Employer contributions (assets) at beginning of year	2010-12-31	$1,072,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,688,119
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SCHENCK SC
Accountancy firm EIN	2010-12-31	391173131

Form 5500 Responses for LADISH CO., INC. PENSION PLAN - BLACKSMITHS SUBORDINATE LODGE NO. 1509

2011: LADISH CO., INC. PENSION PLAN - BLACKSMITHS SUBORDINATE LODGE NO. 1509 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	Yes
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LADISH CO., INC. PENSION PLAN - BLACKSMITHS SUBORDINATE LODGE NO. 1509 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ATI LADISH LLC
Employer identification number (EIN):	451623676
NAIC Classification:	332110