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UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 401k Plan overview

Plan NameUNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN
Plan identification number 004

UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN Benefits

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

401k Sponsoring company profile

UNION METAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:UNION METAL CORPORATION
Employer identification number (EIN):510273423
NAIC Classification:332900

Additional information about UNION METAL CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2023793

More information about UNION METAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042019-01-01
0042018-01-01COLLEEN M DENNIS CPA2019-10-11 COLLEEN M DENNIS CPA2019-10-11
0042018-01-01COLLEEN M DENNIS CPA2019-10-11 COLLEEN M DENNIS CPA2019-10-11
0042018-01-01COLLEEN M DENNIS CPA2019-10-11 COLLEEN M DENNIS CPA2019-10-11
0042017-01-01
0042017-01-01
0042016-01-01
0042015-01-01
0042014-01-01
0042013-01-01
0042012-01-01GUY PIETRA GUY PIETRA2013-10-14
0042011-01-01VICKIE KOHL VICKIE KOHL2012-10-09
0042009-01-01VICKIE KOHL VICKIE KOHL2010-10-05

Plan Statistics for UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN

401k plan membership statisitcs for UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN

Measure Date Value
2018: UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01287
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0116
Number of participants with account balances2018-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01273
Total number of active participants reported on line 7a of the Form 55002017-01-01251
Number of retired or separated participants receiving benefits2017-01-0136
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01287
Number of participants with account balances2017-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01259
Total number of active participants reported on line 7a of the Form 55002016-01-01233
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01266
Total participants2016-01-01266
Number of participants with account balances2016-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01261
Total number of active participants reported on line 7a of the Form 55002015-01-01236
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01259
Number of participants with account balances2015-01-01142
2014: UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01278
Total number of active participants reported on line 7a of the Form 55002014-01-01247
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01261
Number of participants with account balances2014-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01267
Total number of active participants reported on line 7a of the Form 55002013-01-01273
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01278
Number of participants with account balances2013-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01243
Total number of active participants reported on line 7a of the Form 55002012-01-01264
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01267
Number of participants with account balances2012-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01257
Total number of active participants reported on line 7a of the Form 55002011-01-01245
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01247
Number of participants with account balances2011-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01251
Total number of active participants reported on line 7a of the Form 55002009-01-01236
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01247
Number of participants with account balances2009-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN

Measure Date Value
2018 : UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$630
Total income from all sources (including contributions)2018-12-31$85,256
Total of all expenses incurred2018-12-31$3,579,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,540,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$29,992
Value of total assets at end of year2018-12-31$630
Value of total assets at beginning of year2018-12-31$3,494,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,231
Total interest from all sources2018-12-31$3,144
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$58,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$58,172
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$19,614
Participant contributions at beginning of year2018-12-31$176,833
Participant contributions at beginning of year2018-12-31$9,054
Other income not declared elsewhere2018-12-31$1,177
Administrative expenses (other) incurred2018-12-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,494,412
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,494,412
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
Investment advisory and management fees2018-12-31$39,191
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,282,473
Interest on participant loans2018-12-31$3,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$21,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,229
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$10,378
Employer contributions (assets) at beginning of year2018-12-31$4,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,540,437
Liabilities. Value of benefit claims payable at end of year2018-12-31$630
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 name2018-12-31LINC MALACHIN & DENNIS INC
Accountancy firm EIN2018-12-31341167670
2017 : UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$920,394
Total of all expenses incurred2017-12-31$331,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$325,305
Expenses. Certain deemed distributions of participant loans2017-12-31$10,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$444,591
Value of total assets at end of year2017-12-31$3,494,412
Value of total assets at beginning of year2017-12-31$2,905,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,598
Total interest from all sources2017-12-31$7,430
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$287,610
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$287,610
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$283,430
Participant contributions at end of year2017-12-31$176,833
Participant contributions at beginning of year2017-12-31$167,211
Participant contributions at end of year2017-12-31$9,054
Participant contributions at beginning of year2017-12-31$10,204
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$32,151
Other income not declared elsewhere2017-12-31$1,801
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$588,491
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,494,412
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,905,921
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$3,282,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,706,273
Interest on participant loans2017-12-31$7,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$21,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$17,073
Net investment gain/loss from pooled separate accounts2017-12-31$178,962
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$129,010
Employer contributions (assets) at end of year2017-12-31$4,685
Employer contributions (assets) at beginning of year2017-12-31$5,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$325,305
Contract administrator fees2017-12-31$6,598
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 name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2016 401k financial data
Total transfer of assets from this plan2016-12-31$40,821
Total income from all sources (including contributions)2016-12-31$567,688
Total of all expenses incurred2016-12-31$69,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$66,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$389,327
Value of total assets at end of year2016-12-31$2,905,921
Value of total assets at beginning of year2016-12-31$2,448,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,080
Total interest from all sources2016-12-31$5,214
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$58,896
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$58,896
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$271,693
Participant contributions at end of year2016-12-31$167,211
Participant contributions at beginning of year2016-12-31$132,617
Participant contributions at end of year2016-12-31$10,204
Participant contributions at beginning of year2016-12-31$2,854
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$884
Other income not declared elsewhere2016-12-31$6,512
Administrative expenses (other) incurred2016-12-31$3,080
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$497,749
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,905,921
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,448,993
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$2,706,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,295,199
Income. Interest from loans (other than to participants)2016-12-31$5,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$17,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$18,323
Net investment gain/loss from pooled separate accounts2016-12-31$107,739
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$116,750
Employer contributions (assets) at end of year2016-12-31$5,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$66,859
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 name2016-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$22,057
Total transfer of assets from this plan2015-12-31$23,705
Total income from all sources (including contributions)2015-12-31$204,582
Total of all expenses incurred2015-12-31$196,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$187,864
Expenses. Certain deemed distributions of participant loans2015-12-31$5,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$247,093
Value of total assets at end of year2015-12-31$2,448,993
Value of total assets at beginning of year2015-12-31$2,442,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,848
Total interest from all sources2015-12-31$4,620
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$163,867
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$163,867
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$216,512
Participant contributions at end of year2015-12-31$132,617
Participant contributions at beginning of year2015-12-31$159,072
Participant contributions at end of year2015-12-31$2,854
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$30,581
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$1,177
Administrative expenses (other) incurred2015-12-31$2,848
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$8,117
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,448,993
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,442,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,295,199
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,283,265
Interest on participant loans2015-12-31$4,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$18,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$187
Net investment gain/loss from pooled separate accounts2015-12-31$-212,175
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
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$187,864
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 name2015-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2014 401k financial data
Total transfer of assets from this plan2014-12-31$23,597
Total income from all sources (including contributions)2014-12-31$307,272
Total of all expenses incurred2014-12-31$175,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$171,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$198,724
Value of total assets at end of year2014-12-31$2,442,524
Value of total assets at beginning of year2014-12-31$2,334,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,125
Total interest from all sources2014-12-31$4,884
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$240,423
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$240,423
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$183,893
Participant contributions at end of year2014-12-31$159,072
Participant contributions at beginning of year2014-12-31$135,573
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,831
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$4,125
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$131,806
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,442,524
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,334,315
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 pooled separate accounts at end of year2014-12-31$2,283,265
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,198,742
Interest on participant loans2014-12-31$4,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$187
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$-136,759
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
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$171,341
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 name2014-12-31BRUNER COX LLP
Accountancy firm EIN2014-12-31340641962
2013 : UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$535,714
Total of all expenses incurred2013-12-31$169,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$162,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$161,993
Value of total assets at end of year2013-12-31$2,334,315
Value of total assets at beginning of year2013-12-31$1,967,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,607
Total interest from all sources2013-12-31$3,594
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$115,044
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$115,044
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$161,993
Participant contributions at end of year2013-12-31$135,573
Participant contributions at beginning of year2013-12-31$108,338
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$6,607
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$366,475
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,334,315
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,967,840
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 beginning of year2013-12-31$21,271
Value of interest in pooled separate accounts at end of year2013-12-31$2,198,742
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,670,301
Interest on participant loans2013-12-31$3,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$167,930
Asset value of US Government securities at end of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-78,297
Net investment gain/loss from pooled separate accounts2013-12-31$333,380
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
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$162,632
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31BRUNER COX LLP
Accountancy firm EIN2013-12-31340641962
2012 : UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$358,783
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$110,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$109,047
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$154,422
Value of total assets at end of year2012-12-31$1,967,840
Value of total assets at beginning of year2012-12-31$1,719,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,834
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$6,977
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$94
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$94
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$154,422
Participant contributions at end of year2012-12-31$108,338
Participant contributions at beginning of year2012-12-31$141,193
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$-592
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$247,902
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,967,840
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,719,938
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,569
Value of interest in pooled separate accounts at end of year2012-12-31$1,670,301
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,384,772
Interest on participant loans2012-12-31$4,248
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$2,729
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$167,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$173,404
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,594
Net investment gain/loss from pooled separate accounts2012-12-31$194,288
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$109,047
Contract administrator fees2012-12-31$1,834
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 plan2012-12-31Qualified
Accountancy firm name2012-12-31BRUNER COX LLP
Accountancy firm EIN2012-12-31340641962
2011 : UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$35,488
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$143,598
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$107,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$100,859
Expenses. Certain deemed distributions of participant loans2011-12-31$3,870
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$140,740
Value of total assets at end of year2011-12-31$1,719,938
Value of total assets at beginning of year2011-12-31$1,718,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,421
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$9,097
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$131
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$131
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$140,740
Participant contributions at end of year2011-12-31$141,193
Participant contributions at beginning of year2011-12-31$134,988
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$476
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$36,448
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,719,938
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,718,978
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,673
Value of interest in pooled separate accounts at end of year2011-12-31$1,384,772
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,396,030
Interest on participant loans2011-12-31$5,384
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$3,713
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$173,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$168,287
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,508
Net investment gain/loss from pooled separate accounts2011-12-31$-5,338
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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$0
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$100,859
Contract administrator fees2011-12-31$2,421
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31BRUNER COX LLP
Accountancy firm EIN2011-12-31340641962
2010 : UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$370,145
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$102,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$100,393
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$154,365
Value of total assets at end of year2010-12-31$1,718,978
Value of total assets at beginning of year2010-12-31$1,451,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,898
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$11,578
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$98
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$98
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$154,365
Participant contributions at end of year2010-12-31$134,988
Participant contributions at beginning of year2010-12-31$124,247
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$822
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$267,854
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,718,978
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,451,124
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,935
Value of interest in pooled separate accounts at end of year2010-12-31$1,396,030
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,108,284
Interest on participant loans2010-12-31$5,579
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$5,999
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$168,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$204,658
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,719
Net investment gain/loss from pooled separate accounts2010-12-31$200,563
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$100,393
Contract administrator fees2010-12-31$1,898
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31BRUNER COX LLP
Accountancy firm EIN2010-12-31340641962

Form 5500 Responses for UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN

2018: UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan is a collectively bargained planYes
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: UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan is a collectively bargained planYes
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: UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
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: UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
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: UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
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: UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
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: UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
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: UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNION METAL HOURLY EMPLOYEE 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-833724
Policy instance 1
Insurance contract or identification numberGA-833724
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $277
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees277
Insurance broker organization code?7
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-833724
Policy instance 1
Insurance contract or identification numberGA-833724
Number of Individuals Covered279
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,033
Total amount of fees paid to insurance companyUSD $495
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,215
Insurance broker organization code?7
Amount paid for insurance broker fees495
Insurance broker nameMERRILL LYNCH LIFE AGENCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-833724
Policy instance 1
Insurance contract or identification numberGA-833724
Number of Individuals Covered150
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,381
Total amount of fees paid to insurance companyUSD $2,077
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,381
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?7
Amount paid for insurance broker fees1154
Insurance broker nameMATTHEWS BENEFIT GROUP, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-833724
Policy instance 1
Insurance contract or identification numberGA-833724
Number of Individuals Covered145
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,708
Total amount of fees paid to insurance companyUSD $2,006
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,708
Additional information about fees paid to insurance brokerCOMMISIONS
Insurance broker organization code?7
Amount paid for insurance broker fees1042
Insurance broker nameMATTHEWS BENEFIT GROUP, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-833724
Policy instance 1
Insurance contract or identification numberGA-833724
Number of Individuals Covered136
Total amount of commissions paid to insurance brokerUSD $5,405
Total amount of fees paid to insurance companyUSD $5,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,405
Insurance broker organization code?7
Amount paid for insurance broker fees5000
Insurance broker nameMATTHEWS BENEFIT GROUP INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number428438
Policy instance 2
Insurance contract or identification number428438
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-05
Total amount of commissions paid to insurance brokerUSD $263
Total amount of fees paid to insurance companyUSD $0
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 $263
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number428438
Policy instance 1
Insurance contract or identification number428438
Number of Individuals Covered267
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,120
Total amount of fees paid to insurance companyUSD $26
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $1,538
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameSIGMA AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number428438
Policy instance 1
Insurance contract or identification number428438
Number of Individuals Covered247
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,746
Total amount of fees paid to insurance companyUSD $26
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number428438
Policy instance 1
Insurance contract or identification number428438
Number of Individuals Covered258
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,874
Total amount of fees paid to insurance companyUSD $22
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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

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