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LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 401k Plan overview

Plan NameLOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES
Plan identification number 002

LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES Benefits

401k Plan TypeDefined 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).

401k Sponsoring company profile

LOCKE INSULATORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:LOCKE INSULATORS, INC.
Employer identification number (EIN):520988288
NAIC Classification:327900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01LINDA WILLIAMS
0022013-01-01FILED WITH AN AUTHORIZED SIGNATURE
0022012-01-01FILED WITH AUTHORIZED SIGNATURE
0022011-01-01LINDA WILLIAMS
0022009-01-01LINDA WILLIAMS LINDA WILLIAMS2010-10-14

Plan Statistics for LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES

401k plan membership statisitcs for LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES

Measure Date Value
2019: LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-0113
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 2018 401k membership
Market value of plan assets2018-06-2517,169,432
Acturial value of plan assets2018-06-2516,495,546
Funding target for retired participants and beneficiaries receiving payment2018-06-2513,137,666
Number of terminated vested participants2018-06-25161
Fundng target for terminated vested participants2018-06-253,176,711
Active participant vested funding target2018-06-250
Number of active participants2018-06-250
Total funding liabilities for active participants2018-06-250
Total participant count2018-06-25394
Total funding target for all participants2018-06-2516,314,377
Balance at beginning of prior year after applicable adjustments2018-06-250
Prefunding balance at beginning of prior year after applicable adjustments2018-06-250
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-250
Prefunding balanced used to offset prior years funding requirement2018-06-250
Amount remaining of carryover balance2018-06-250
Amount remaining of prefunding balance2018-06-250
Present value of excess contributions2018-06-250
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-250
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-250
Reductions in caryover balances due to elections or deemed elections2018-06-250
Reductions in prefunding balances due to elections or deemed elections2018-06-250
Balance of carryovers at beginning of current year2018-06-250
Balance of prefunding at beginning of current year2018-06-250
Total employer contributions2018-06-252,845,000
Total employee contributions2018-06-250
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-250
Contributions made to avoid restrictions adjusted to valuation date2018-06-250
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-252,738,010
Unpaid minimum required contributions for all prior years2018-06-250
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-250
Remaining amount of unpaid minimum required contributions2018-06-250
Minimum required contributions for current year target normal cost2018-06-2523,341
Net shortfall amortization installment of oustanding balance2018-06-250
Total funding amount beforereflecting carryover/prefunding balances2018-06-250
Carryover balance elected to use to offset funding requirement2018-06-250
Prefunding balance elected to use to offset funding requirement2018-06-250
Additional cash requirement2018-06-250
Contributions allocatedtoward minimum required contributions for current year2018-06-252,738,010
Unpaid minimum required contributions for current year2018-06-250
Unpaid minimum required contributions for all years2018-06-250
Total participants, beginning-of-year2018-01-01394
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-01160
Number of other retired or separated participants entitled to future benefits2018-01-01161
Total of all active and inactive participants2018-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0173
Total participants2018-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-3116,245,086
Acturial value of plan assets2017-12-3116,700,469
Funding target for retired participants and beneficiaries receiving payment2017-12-3110,053,443
Number of terminated vested participants2017-12-31114
Fundng target for terminated vested participants2017-12-311,391,012
Active participant vested funding target2017-12-314,197,733
Number of active participants2017-12-3179
Total funding liabilities for active participants2017-12-314,412,511
Total participant count2017-12-31409
Total funding target for all participants2017-12-3115,856,966
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31282,034
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01409
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-01158
Number of other retired or separated participants entitled to future benefits2017-01-01152
Total of all active and inactive participants2017-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0182
Total participants2017-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-3116,620,900
Acturial value of plan assets2016-12-3117,197,666
Funding target for retired participants and beneficiaries receiving payment2016-12-3110,059,302
Number of terminated vested participants2016-12-31117
Fundng target for terminated vested participants2016-12-311,481,412
Active participant vested funding target2016-12-313,794,716
Number of active participants2016-12-31102
Total funding liabilities for active participants2016-12-314,091,287
Total participant count2016-12-31440
Total funding target for all participants2016-12-3115,632,001
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31309,520
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01440
Total number of active participants reported on line 7a of the Form 55002016-01-0179
Number of retired or separated participants receiving benefits2016-01-01143
Number of other retired or separated participants entitled to future benefits2016-01-01105
Total of all active and inactive participants2016-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0180
Total participants2016-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01452
Total number of active participants reported on line 7a of the Form 55002015-01-0184
Number of retired or separated participants receiving benefits2015-01-01148
Number of other retired or separated participants entitled to future benefits2015-01-01108
Total of all active and inactive participants2015-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0181
Total participants2015-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01448
Total number of active participants reported on line 7a of the Form 55002014-01-0189
Number of retired or separated participants receiving benefits2014-01-01153
Number of other retired or separated participants entitled to future benefits2014-01-01109
Total of all active and inactive participants2014-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0186
Total participants2014-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01460
Total number of active participants reported on line 7a of the Form 55002013-01-0192
Number of retired or separated participants receiving benefits2013-01-01149
Number of other retired or separated participants entitled to future benefits2013-01-01113
Total of all active and inactive participants2013-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0189
Total participants2013-01-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01444
Total number of active participants reported on line 7a of the Form 55002012-01-0189
Number of retired or separated participants receiving benefits2012-01-01140
Number of other retired or separated participants entitled to future benefits2012-01-01117
Total of all active and inactive participants2012-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0191
Total participants2012-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01456
Total number of active participants reported on line 7a of the Form 55002011-01-0186
Number of retired or separated participants receiving benefits2011-01-01141
Number of other retired or separated participants entitled to future benefits2011-01-01123
Total of all active and inactive participants2011-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0194
Total participants2011-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01481
Total number of active participants reported on line 7a of the Form 55002009-01-01102
Number of retired or separated participants receiving benefits2009-01-01149
Number of other retired or separated participants entitled to future benefits2009-01-01130
Total of all active and inactive participants2009-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0184
Total participants2009-01-01465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES

Measure Date Value
2019 : LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$125,358
Total income from all sources (including contributions)2019-05-31$21,327
Total loss/gain on sale of assets2019-05-31$0
Total of all expenses incurred2019-05-31$557,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$555,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$0
Value of total assets at end of year2019-05-31$0
Value of total assets at beginning of year2019-05-31$661,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$2,063
Total interest from all sources2019-05-31$21,323
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-05-31$0
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-05-31$226,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-05-31$125,358
Administrative expenses (other) incurred2019-05-31$-1,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$-536,032
Value of net assets at end of year (total assets less liabilities)2019-05-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$536,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Value of interest in pooled separate accounts at end of year2019-05-31$0
Value of interest in pooled separate accounts at beginning of year2019-05-31$661,390
Interest earned on other investments2019-05-31$21,323
Net investment gain/loss from pooled separate accounts2019-05-31$4
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31Yes
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$328,907
Contract administrator fees2019-05-31$3,174
Did the plan have assets held for investment2019-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31Yes
Opinion of an independent qualified public accountant for this plan2019-05-31Disclaimer
Accountancy firm name2019-05-31KPMG LLP
Accountancy firm EIN2019-05-31135565207
2018 : LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 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$3,603,212
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$20,236,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,027,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,948,355
Value of total assets at end of year2018-12-31$536,032
Value of total assets at beginning of year2018-12-31$17,169,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$208,827
Total interest from all sources2018-12-31$271,080
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$42,271
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$15,030,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$125,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$133,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,633,400
Value of net assets at end of year (total assets less liabilities)2018-12-31$536,032
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,169,432
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$11,518
Value of interest in pooled separate accounts at end of year2018-12-31$661,390
Value of interest in pooled separate accounts at beginning of year2018-12-31$16,341,890
Interest earned on other investments2018-12-31$271,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$-125,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$827,542
Net investment gain/loss from pooled separate accounts2018-12-31$383,777
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$2,948,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,996,885
Contract administrator fees2018-12-31$21,214
Did the plan have assets held for investment2018-12-31No
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 name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 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$2,142,455
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,218,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,038,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$17,169,432
Value of total assets at beginning of year2017-12-31$16,245,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$179,152
Total interest from all sources2017-12-31$314,995
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$45,340
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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
Administrative expenses (other) incurred2017-12-31$101,447
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$924,347
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,169,432
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,245,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$11,239
Value of interest in pooled separate accounts at end of year2017-12-31$16,341,890
Value of interest in pooled separate accounts at beginning of year2017-12-31$15,195,511
Interest earned on other investments2017-12-31$314,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$827,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,049,574
Net investment gain/loss from pooled separate accounts2017-12-31$1,827,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,038,956
Contract administrator fees2017-12-31$21,126
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 name2017-12-31KPMG, LLP
Accountancy firm EIN2017-12-31135565207
2016 : LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 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$803,797
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,179,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,033,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$16,245,085
Value of total assets at beginning of year2016-12-31$16,620,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$146,069
Total interest from all sources2016-12-31$315,292
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$37,986
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Administrative expenses (other) incurred2016-12-31$75,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-375,815
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,245,085
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,620,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$11,255
Value of interest in pooled separate accounts at end of year2016-12-31$15,195,511
Value of interest in pooled separate accounts at beginning of year2016-12-31$15,335,327
Interest earned on other investments2016-12-31$315,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,049,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,285,573
Net investment gain/loss from pooled separate accounts2016-12-31$488,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,033,543
Contract administrator fees2016-12-31$21,044
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 name2016-12-31KPMG, LLP
Accountancy firm EIN2016-12-31135565207
2015 : LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 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$216,788
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,194,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,055,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$16,620,900
Value of total assets at beginning of year2015-12-31$17,598,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$139,288
Total interest from all sources2015-12-31$312,165
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$41,200
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Administrative expenses (other) incurred2015-12-31$64,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-977,742
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,620,900
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,598,642
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$11,425
Value of interest in pooled separate accounts at end of year2015-12-31$15,335,327
Value of interest in pooled separate accounts at beginning of year2015-12-31$16,123,280
Interest earned on other investments2015-12-31$312,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,285,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,475,362
Net investment gain/loss from pooled separate accounts2015-12-31$-95,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,055,242
Contract administrator fees2015-12-31$21,982
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 name2015-12-31KPMG, LLP
Accountancy firm EIN2015-12-31135565207
2014 : LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,495,920
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,157,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,046,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$271,001
Value of total assets at end of year2014-12-31$17,598,642
Value of total assets at beginning of year2014-12-31$17,259,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$110,274
Total interest from all sources2014-12-31$335,124
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$50,408
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
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$338,678
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,598,642
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,259,964
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
Investment advisory and management fees2014-12-31$59,866
Value of interest in pooled separate accounts at end of year2014-12-31$16,123,280
Value of interest in pooled separate accounts at beginning of year2014-12-31$15,761,065
Interest earned on other investments2014-12-31$335,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,475,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,498,899
Net investment gain/loss from pooled separate accounts2014-12-31$889,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$271,001
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$1,046,968
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 name2014-12-31KPMG, LLP
Accountancy firm EIN2014-12-31135565207
2013 : LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 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$93,911
Total income from all sources (including contributions)2013-12-31$3,039,427
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,118,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,003,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$563,325
Value of total assets at end of year2013-12-31$17,259,964
Value of total assets at beginning of year2013-12-31$15,432,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$115,359
Total interest from all sources2013-12-31$55,874
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$805
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$93,911
Administrative expenses (other) incurred2013-12-31$14,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,921,047
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,259,964
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,338,917
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
Investment advisory and management fees2013-12-31$101,178
Value of interest in pooled separate accounts at end of year2013-12-31$15,761,065
Value of interest in pooled separate accounts at beginning of year2013-12-31$13,485,246
Interest earned on other investments2013-12-31$55,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,498,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,658,558
Net investment gain/loss from pooled separate accounts2013-12-31$2,420,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$559,267
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$289,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,003,021
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 name2013-12-31KPMG, LLP
Accountancy firm EIN2013-12-31135565207
2012 : LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$93,911
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$93,911
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$2,631,169
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,075,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$994,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$969,465
Value of total assets at end of year2012-12-31$15,432,828
Value of total assets at beginning of year2012-12-31$13,877,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$81,009
Total interest from all sources2012-12-31$68,495
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$50,400
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$759
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$93,911
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$1,555,575
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,338,917
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,877,253
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
Investment advisory and management fees2012-12-31$10,350
Value of interest in pooled separate accounts at end of year2012-12-31$13,485,246
Value of interest in pooled separate accounts at beginning of year2012-12-31$11,838,124
Interest earned on other investments2012-12-31$68,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,658,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,691,483
Net investment gain/loss from pooled separate accounts2012-12-31$1,593,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$968,706
Employer contributions (assets) at end of year2012-12-31$289,024
Employer contributions (assets) at beginning of year2012-12-31$347,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$994,585
Contract administrator fees2012-12-31$20,259
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 name2012-12-31KPMG, LLP
Accountancy firm EIN2012-12-31135565207
2011 : LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,036,975
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,084,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,028,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$877,627
Value of total assets at end of year2011-12-31$13,877,253
Value of total assets at beginning of year2011-12-31$13,924,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$56,079
Total interest from all sources2011-12-31$64,167
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$34,211
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-47,668
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,877,253
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,924,921
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
Investment advisory and management fees2011-12-31$9,870
Value of interest in pooled separate accounts at end of year2011-12-31$11,838,124
Value of interest in pooled separate accounts at beginning of year2011-12-31$11,531,941
Interest earned on other investments2011-12-31$64,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,691,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$779,244
Net investment gain/loss from pooled separate accounts2011-12-31$95,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$877,338
Employer contributions (assets) at end of year2011-12-31$347,646
Employer contributions (assets) at beginning of year2011-12-31$1,613,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,028,564
Contract administrator fees2011-12-31$11,998
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 name2011-12-31KPMG, LLP
Accountancy firm EIN2011-12-31135565207
2010 : LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,102,211
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,033,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$945,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,613,736
Value of total assets at end of year2010-12-31$13,924,921
Value of total assets at beginning of year2010-12-31$11,855,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$87,714
Total interest from all sources2010-12-31$33,662
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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$58,300
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Other income not declared elsewhere2010-12-31$419
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$2,069,128
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,924,921
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,855,793
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
Investment advisory and management fees2010-12-31$17,678
Value of interest in pooled separate accounts at end of year2010-12-31$11,531,941
Value of interest in pooled separate accounts at beginning of year2010-12-31$10,982,547
Interest earned on other investments2010-12-31$33,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$779,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$873,246
Net investment gain/loss from pooled separate accounts2010-12-31$1,454,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$1,613,736
Employer contributions (assets) at end of year2010-12-31$1,613,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$945,369
Contract administrator fees2010-12-31$11,736
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 name2010-12-31KPMG, LLP
Accountancy firm EIN2010-12-31135565207
2009 : LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES 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 LOCKE INSULATORS, INC. PENSION PLAN FOR HOURLY EMPLOYEES

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017216
Policy instance 1
Insurance contract or identification number017216
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-05-31
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 number017216
Policy instance 1
Insurance contract or identification number017216
Number of Individuals Covered394
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number017216
Policy instance 1
Insurance contract or identification number017216
Number of Individuals Covered392
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number017216
Policy instance 1
Insurance contract or identification number017216
Number of Individuals Covered421
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number017216
Policy instance 1
Insurance contract or identification number017216
Number of Individuals Covered437
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number017216
Policy instance 1
Insurance contract or identification number017216
Number of Individuals Covered443
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number017216
Policy instance 1
Insurance contract or identification number017216
Number of Individuals Covered437
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number017216
Policy instance 1
Insurance contract or identification number017216
Number of Individuals Covered444
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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 number017216
Policy instance 1
Insurance contract or identification number017216
Number of Individuals Covered456
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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