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AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameAXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN
Plan identification number 002

AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

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

Company Name:POREX CORPORATION
Employer identification number (EIN):521304561
NAIC Classification:326100

Additional information about POREX CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2012282

More information about POREX CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01ROD SHOUGH ROD SHOUGH2018-10-15
0022016-01-01ROD SHOUGH ROD SHOUGH2017-10-16
0022016-01-01 ROD SHOUGH2017-10-12
0022015-01-01RODNEY SHOUGH RODNEY SHOUGH2016-10-16
0022014-01-01RODNEY SHOUGH RODNEY SHOUGH2015-10-14
0022013-01-01RODNEY SHOUGH RODNEY SHOUGH2014-10-09

Plan Statistics for AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN

Measure Date Value
2021: AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-311,674,073
Acturial value of plan assets2021-12-311,531,744
Funding target for retired participants and beneficiaries receiving payment2021-12-311,066,205
Number of terminated vested participants2021-12-3127
Fundng target for terminated vested participants2021-12-31394,976
Active participant vested funding target2021-12-310
Number of active participants2021-12-310
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-3185
Total funding target for all participants2021-12-311,461,181
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31676
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31711
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3131,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0185
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-311,584,474
Acturial value of plan assets2020-12-311,508,931
Funding target for retired participants and beneficiaries receiving payment2020-12-311,041,145
Number of terminated vested participants2020-12-3131
Fundng target for terminated vested participants2020-12-31491,296
Active participant vested funding target2020-12-310
Number of active participants2020-12-310
Total funding liabilities for active participants2020-12-310
Total participant count2020-12-3186
Total funding target for all participants2020-12-311,532,441
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3137,478
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3135,981
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3131,000
Net shortfall amortization installment of oustanding balance2020-12-3123,510
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3135,305
Additional cash requirement2020-12-3135,305
Contributions allocatedtoward minimum required contributions for current year2020-12-3135,981
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0186
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-0152
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-311,414,533
Acturial value of plan assets2019-12-311,490,926
Funding target for retired participants and beneficiaries receiving payment2019-12-311,008,423
Number of terminated vested participants2019-12-3135
Fundng target for terminated vested participants2019-12-31550,193
Active participant vested funding target2019-12-310
Number of active participants2019-12-310
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-3187
Total funding target for all participants2019-12-311,558,616
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3153,593
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3151,085
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3135,000
Net shortfall amortization installment of oustanding balance2019-12-3167,690
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3151,085
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3151,085
Contributions allocatedtoward minimum required contributions for current year2019-12-3151,085
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0187
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-0149
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-311,584,744
Acturial value of plan assets2018-12-311,493,470
Funding target for retired participants and beneficiaries receiving payment2018-12-31977,010
Number of terminated vested participants2018-12-3136
Fundng target for terminated vested participants2018-12-31521,643
Active participant vested funding target2018-12-310
Number of active participants2018-12-310
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-3187
Total funding target for all participants2018-12-311,498,653
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3141,245
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3140,000
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3140,000
Net shortfall amortization installment of oustanding balance2018-12-315,183
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3140,000
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3140,000
Contributions allocatedtoward minimum required contributions for current year2018-12-3140,000
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0187
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-0147
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-311,441,860
Acturial value of plan assets2017-12-311,483,093
Funding target for retired participants and beneficiaries receiving payment2017-12-31972,671
Number of terminated vested participants2017-12-3138
Fundng target for terminated vested participants2017-12-31527,753
Active participant vested funding target2017-12-310
Number of active participants2017-12-310
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-3188
Total funding target for all participants2017-12-311,500,424
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 contributions2017-12-315
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-315
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 contributions2017-12-3154,100
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 date2017-12-3152,022
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-3140,000
Net shortfall amortization installment of oustanding balance2017-12-3117,331
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3152,022
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3152,022
Contributions allocatedtoward minimum required contributions for current year2017-12-3152,022
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0188
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-0146
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-311,429,368
Acturial value of plan assets2016-12-311,512,004
Funding target for retired participants and beneficiaries receiving payment2016-12-311,008,911
Number of terminated vested participants2016-12-3140
Fundng target for terminated vested participants2016-12-31506,664
Active participant vested funding target2016-12-310
Number of active participants2016-12-310
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-3191
Total funding target for all participants2016-12-311,515,575
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 contributions2016-12-3119,213
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3120,395
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 contributions2016-12-3158,295
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 date2016-12-3155,589
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 cost2016-12-3133,000
Net shortfall amortization installment of oustanding balance2016-12-313,571
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3155,584
Additional cash requirement2016-12-3155,584
Contributions allocatedtoward minimum required contributions for current year2016-12-3155,589
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0191
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-0146
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0193
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-0147
Number of other retired or separated participants entitled to future benefits2015-01-0140
Total of all active and inactive participants2015-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-0191
2014: AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0196
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-0144
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0197
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-0140
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN

Measure Date Value
2021 : AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$-1,724,052
Total income from all sources2021-12-31$233,804
Expenses. Total of all expenses incurred2021-12-31$174,543
Benefits paid (including direct rollovers)2021-12-31$132,975
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$1,664,791
Value of fidelity bond covering the plan2021-12-31$5,000,000
Other income received2021-12-31$194,256
Net income (gross income less expenses)2021-12-31$59,261
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,664,791
Total contributions received or receivable from employer(s)2021-12-31$39,548
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$41,568
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$252,894
Expenses. Total of all expenses incurred2020-12-31$149,494
Benefits paid (including direct rollovers)2020-12-31$111,341
Total plan assets at end of year2020-12-31$1,664,791
Total plan assets at beginning of year2020-12-31$1,561,391
Value of fidelity bond covering the plan2020-12-31$5,000,000
Other income received2020-12-31$201,123
Net income (gross income less expenses)2020-12-31$103,400
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,664,791
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,561,391
Total contributions received or receivable from employer(s)2020-12-31$51,771
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$38,153
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$315,639
Expenses. Total of all expenses incurred2019-12-31$169,384
Benefits paid (including direct rollovers)2019-12-31$119,448
Total plan assets at end of year2019-12-31$1,561,391
Total plan assets at beginning of year2019-12-31$1,415,136
Value of fidelity bond covering the plan2019-12-31$5,000,000
Other income received2019-12-31$283,412
Net income (gross income less expenses)2019-12-31$146,255
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,561,391
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,415,136
Total contributions received or receivable from employer(s)2019-12-31$32,227
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$49,936
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-30,471
Expenses. Total of all expenses incurred2018-12-31$126,779
Benefits paid (including direct rollovers)2018-12-31$105,207
Total plan assets at end of year2018-12-31$1,415,136
Total plan assets at beginning of year2018-12-31$1,572,386
Value of fidelity bond covering the plan2018-12-31$5,000,000
Other income received2018-12-31$-81,901
Net income (gross income less expenses)2018-12-31$-157,250
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,415,136
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,572,386
Total contributions received or receivable from employer(s)2018-12-31$51,430
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$21,572
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$287,087
Expenses. Total of all expenses incurred2017-12-31$135,273
Benefits paid (including direct rollovers)2017-12-31$102,045
Total plan assets at end of year2017-12-31$1,572,386
Total plan assets at beginning of year2017-12-31$1,420,572
Value of fidelity bond covering the plan2017-12-31$5,000,000
Other income received2017-12-31$223,704
Net income (gross income less expenses)2017-12-31$151,814
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,572,386
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,420,572
Total contributions received or receivable from employer(s)2017-12-31$63,383
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$33,228
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$-510
Total income from all sources2016-12-31$134,688
Expenses. Total of all expenses incurred2016-12-31$142,974
Benefits paid (including direct rollovers)2016-12-31$104,077
Total plan assets at end of year2016-12-31$1,420,572
Total plan assets at beginning of year2016-12-31$1,429,368
Value of fidelity bond covering the plan2016-12-31$5,000,000
Other income received2016-12-31$96,680
Net income (gross income less expenses)2016-12-31$-8,286
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,420,572
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,429,368
Total contributions received or receivable from employer(s)2016-12-31$38,008
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$38,897
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$91,103
Expenses. Total of all expenses incurred2015-12-31$145,562
Benefits paid (including direct rollovers)2015-12-31$115,049
Total plan assets at end of year2015-12-31$1,429,368
Total plan assets at beginning of year2015-12-31$1,483,827
Value of fidelity bond covering the plan2015-12-31$5,000,000
Other income received2015-12-31$-16,110
Net income (gross income less expenses)2015-12-31$-54,459
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,429,368
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,483,827
Total contributions received or receivable from employer(s)2015-12-31$107,213
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$30,513
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$186,933
Expenses. Total of all expenses incurred2014-12-31$126,878
Benefits paid (including direct rollovers)2014-12-31$103,582
Total plan assets at end of year2014-12-31$1,483,827
Total plan assets at beginning of year2014-12-31$1,423,772
Value of fidelity bond covering the plan2014-12-31$5,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$23,296
Other income received2014-12-31$106,190
Net income (gross income less expenses)2014-12-31$60,055
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,483,827
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,423,772
Total contributions received or receivable from employer(s)2014-12-31$80,743
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$359,593
Expenses. Total of all expenses incurred2013-12-31$255,070
Benefits paid (including direct rollovers)2013-12-31$222,564
Total plan assets at end of year2013-12-31$1,423,772
Total plan assets at beginning of year2013-12-31$1,319,249
Value of fidelity bond covering the plan2013-12-31$5,000,000
Other income received2013-12-31$125,238
Net income (gross income less expenses)2013-12-31$104,523
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,423,772
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,319,249
Total contributions received or receivable from employer(s)2013-12-31$234,355
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$32,506
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN

2021: AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 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 filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 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 planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AXIA INC. HOURLY EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017354
Policy instance 1
Insurance contract or identification number017354
Number of Individuals Covered85
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017354
Policy instance 1
Insurance contract or identification number017354
Number of Individuals Covered86
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017354
Policy instance 1
Insurance contract or identification number017354
Number of Individuals Covered87
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017354
Policy instance 1
Insurance contract or identification number017354
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017354
Policy instance 1
Insurance contract or identification number017354
Number of Individuals Covered91
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017354
Policy instance 1
Insurance contract or identification number017354
Number of Individuals Covered93
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017354
Policy instance 1
Insurance contract or identification number017354
Number of Individuals Covered96
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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