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Plan Name | WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS |
Plan identification number | 007 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | WESTINGHOUSE ELECTRIC COMPANY LLC |
Employer identification number (EIN): | 522140933 |
NAIC Classification: | 541990 |
NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about WESTINGHOUSE ELECTRIC COMPANY LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2001-05-24 |
Company Identification Number: | 0708997223 |
Legal Registered Office Address: |
1000 WESTINGHOUSE DR CRANBERRY TWP United States of America (USA) 16066 |
More information about WESTINGHOUSE ELECTRIC COMPANY LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
007 | 2022-01-01 | ||||
007 | 2021-01-01 | ||||
007 | 2020-01-01 | ||||
007 | 2019-01-01 | ||||
007 | 2019-01-01 | ||||
007 | 2018-01-01 | ||||
007 | 2017-01-01 | GENE M. GILLOCK | ROBERT L. MASSY | 2018-10-15 | |
007 | 2016-01-01 | GENE M. GILLOCK | ROBERT L. MASSY | 2017-10-16 | |
007 | 2015-01-01 | GENE M. GILLOCK | ERIC A. MCALLISTER | 2016-10-14 | |
007 | 2014-01-01 | JOSEPH E. KENNEDY | ERIC A. MCALLISTER | 2015-10-13 | |
007 | 2013-01-01 | JOSEPH E. KENNEDY | ERIC A. MCALLISTER | 2014-10-14 | |
007 | 2012-01-01 | JOSEPH E. KENNEDY | LEIGH A. POGUE | 2013-10-11 | |
007 | 2011-01-01 | JOSEPH E. KENNEDY | ANTHONY D. GRECO | 2012-10-12 | |
007 | 2010-01-01 | JOSEPH E. KENNEDY | ANTHONY D. GRECO | 2011-10-12 | |
007 | 2009-01-01 | DALLAS FREY | ANTHONY D. GRECO | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2022: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 13,946,342 |
Acturial value of plan assets | 2022-12-31 | 13,140,178 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 5,632,124 |
Number of terminated vested participants | 2022-12-31 | 112 |
Fundng target for terminated vested participants | 2022-12-31 | 2,099,160 |
Active participant vested funding target | 2022-12-31 | 3,100,198 |
Number of active participants | 2022-12-31 | 51 |
Total funding liabilities for active participants | 2022-12-31 | 3,207,269 |
Total participant count | 2022-12-31 | 228 |
Total funding target for all participants | 2022-12-31 | 10,938,553 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 178,666 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 228 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 57 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 107 |
Total of all active and inactive participants | 2022-01-01 | 212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 13 |
Total participants | 2022-01-01 | 225 |
2021: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 14,601,273 |
Acturial value of plan assets | 2021-12-31 | 13,739,153 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 6,747,357 |
Number of terminated vested participants | 2021-12-31 | 115 |
Fundng target for terminated vested participants | 2021-12-31 | 2,157,584 |
Active participant vested funding target | 2021-12-31 | 3,124,082 |
Number of active participants | 2021-12-31 | 54 |
Total funding liabilities for active participants | 2021-12-31 | 3,233,853 |
Total participant count | 2021-12-31 | 282 |
Total funding target for all participants | 2021-12-31 | 12,138,794 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 171,141 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 282 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 57 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 107 |
Total of all active and inactive participants | 2021-01-01 | 215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 13 |
Total participants | 2021-01-01 | 228 |
2020: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 14,084,404 |
Acturial value of plan assets | 2020-12-31 | 13,610,694 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 6,934,047 |
Number of terminated vested participants | 2020-12-31 | 119 |
Fundng target for terminated vested participants | 2020-12-31 | 2,218,232 |
Active participant vested funding target | 2020-12-31 | 3,278,471 |
Number of active participants | 2020-12-31 | 55 |
Total funding liabilities for active participants | 2020-12-31 | 3,399,483 |
Total participant count | 2020-12-31 | 287 |
Total funding target for all participants | 2020-12-31 | 12,551,762 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 1,329,218 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 1,403,521 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 155,401 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 287 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 54 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 93 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 111 |
Total of all active and inactive participants | 2020-01-01 | 258 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 24 |
Total participants | 2020-01-01 | 282 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 11,145,333 |
Acturial value of plan assets | 2019-12-31 | 11,763,603 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 6,315,551 |
Number of terminated vested participants | 2019-12-31 | 121 |
Fundng target for terminated vested participants | 2019-12-31 | 2,491,406 |
Active participant vested funding target | 2019-12-31 | 3,446,647 |
Number of active participants | 2019-12-31 | 66 |
Total funding liabilities for active participants | 2019-12-31 | 3,594,374 |
Total participant count | 2019-12-31 | 285 |
Total funding target for all participants | 2019-12-31 | 12,401,331 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 388,916 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 354,471 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 250,848 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 637,728 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 354,471 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 354,471 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 354,471 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 285 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 55 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 93 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 116 |
Total of all active and inactive participants | 2019-01-01 | 264 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 23 |
Total participants | 2019-01-01 | 287 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 12,374,166 |
Acturial value of plan assets | 2018-12-31 | 11,649,885 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 5,125,169 |
Number of terminated vested participants | 2018-12-31 | 56 |
Fundng target for terminated vested participants | 2018-12-31 | 787,049 |
Active participant vested funding target | 2018-12-31 | 5,356,343 |
Number of active participants | 2018-12-31 | 151 |
Total funding liabilities for active participants | 2018-12-31 | 5,731,585 |
Total participant count | 2018-12-31 | 295 |
Total funding target for all participants | 2018-12-31 | 11,643,803 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 189,520 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 183,377 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 189,459 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 183,377 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 183,377 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 183,377 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 295 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 83 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 119 |
Total of all active and inactive participants | 2018-01-01 | 268 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 17 |
Total participants | 2018-01-01 | 285 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 5 |
2017: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 10,790,824 |
Acturial value of plan assets | 2017-12-31 | 10,889,317 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 4,558,265 |
Number of terminated vested participants | 2017-12-31 | 51 |
Fundng target for terminated vested participants | 2017-12-31 | 772,154 |
Active participant vested funding target | 2017-12-31 | 5,392,171 |
Number of active participants | 2017-12-31 | 180 |
Total funding liabilities for active participants | 2017-12-31 | 5,898,159 |
Total participant count | 2017-12-31 | 309 |
Total funding target for all participants | 2017-12-31 | 11,228,578 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 251,570 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 251,570 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 556,292 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 535,049 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 477,984 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 339,261 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 535,049 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 535,049 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 535,049 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 309 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 151 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 72 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 55 |
Total of all active and inactive participants | 2017-01-01 | 278 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 17 |
Total participants | 2017-01-01 | 295 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 14 |
2016: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 10,223,853 |
Acturial value of plan assets | 2016-12-31 | 10,745,010 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 4,528,651 |
Number of terminated vested participants | 2016-12-31 | 51 |
Fundng target for terminated vested participants | 2016-12-31 | 782,053 |
Active participant vested funding target | 2016-12-31 | 4,774,629 |
Number of active participants | 2016-12-31 | 181 |
Total funding liabilities for active participants | 2016-12-31 | 5,252,447 |
Total participant count | 2016-12-31 | 309 |
Total funding target for all participants | 2016-12-31 | 10,563,151 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 394,243 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 141,231 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 253,012 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 251,570 |
Total employer contributions | 2016-12-31 | 332,803 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 300,750 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 540,802 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 69,711 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 552,320 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 251,570 |
Additional cash requirement | 2016-12-31 | 300,750 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 300,750 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 309 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 180 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 63 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 50 |
Total of all active and inactive participants | 2016-01-01 | 293 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 16 |
Total participants | 2016-01-01 | 309 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
2015: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 303 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 181 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 61 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 51 |
Total of all active and inactive participants | 2015-01-01 | 293 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 16 |
Total participants | 2015-01-01 | 309 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 6 |
2014: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 303 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 184 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 52 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 50 |
Total of all active and inactive participants | 2014-01-01 | 286 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 17 |
Total participants | 2014-01-01 | 303 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 7 |
2013: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 301 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 188 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 48 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 48 |
Total of all active and inactive participants | 2013-01-01 | 284 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 19 |
Total participants | 2013-01-01 | 303 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 7 |
2012: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 292 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 191 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 48 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 44 |
Total of all active and inactive participants | 2012-01-01 | 283 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 18 |
Total participants | 2012-01-01 | 301 |
2011: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 267 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 188 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 48 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 40 |
Total of all active and inactive participants | 2011-01-01 | 276 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 16 |
Total participants | 2011-01-01 | 292 |
2010: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 261 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 169 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 47 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 36 |
Total of all active and inactive participants | 2010-01-01 | 252 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 15 |
Total participants | 2010-01-01 | 267 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 237 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 164 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 57 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 17 |
Total of all active and inactive participants | 2009-01-01 | 238 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 18 |
Total participants | 2009-01-01 | 256 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2022 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $32,924 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $25,626 |
Total income from all sources (including contributions) | 2022-12-31 | $-3,183,141 |
Total of all expenses incurred | 2022-12-31 | $709,351 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $529,863 |
Value of total assets at end of year | 2022-12-31 | $10,124,283 |
Value of total assets at beginning of year | 2022-12-31 | $14,009,477 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $179,488 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $83,952 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $63,135 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $63,135 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $32,924 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $25,626 |
Administrative expenses (other) incurred | 2022-12-31 | $67,680 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-3,892,492 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $10,091,359 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,983,851 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $15,389 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $10,061,148 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $13,946,342 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $529,863 |
Contract administrator fees | 2022-12-31 | $12,467 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2022-12-31 | 251408703 |
2021 : WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2021 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $25,626 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $14,123 |
Total income from all sources (including contributions) | 2021-12-31 | $1,677,034 |
Total of all expenses incurred | 2021-12-31 | $2,343,468 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,144,744 |
Value of total assets at end of year | 2021-12-31 | $14,009,477 |
Value of total assets at beginning of year | 2021-12-31 | $14,664,408 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $198,724 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $94,626 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $1,507,529 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $63,135 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $63,135 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $25,626 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $14,123 |
Administrative expenses (other) incurred | 2021-12-31 | $60,776 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-666,434 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $13,983,851 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,650,285 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $26,728 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $13,946,342 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $14,601,273 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $637,215 |
Contract administrator fees | 2021-12-31 | $16,594 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2021-12-31 | 251408703 |
2020 : WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2020 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $14,123 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $15,228 |
Total income from all sources (including contributions) | 2020-12-31 | $1,322,923 |
Total of all expenses incurred | 2020-12-31 | $830,818 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $642,789 |
Value of total assets at end of year | 2020-12-31 | $14,664,408 |
Value of total assets at beginning of year | 2020-12-31 | $14,173,408 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $188,029 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $94,016 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $63,135 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $14,123 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $15,228 |
Administrative expenses (other) incurred | 2020-12-31 | $51,586 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $492,105 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,650,285 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,158,180 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $21,601 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $14,601,273 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $12,306,597 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,866,811 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $642,789 |
Contract administrator fees | 2020-12-31 | $20,826 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2020-12-31 | 251408703 |
2019 : WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2019 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $15,228 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $17,149 |
Total income from all sources (including contributions) | 2019-12-31 | $2,481,014 |
Total of all expenses incurred | 2019-12-31 | $930,001 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $659,947 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $388,916 |
Value of total assets at end of year | 2019-12-31 | $12,695,513 |
Value of total assets at beginning of year | 2019-12-31 | $11,146,421 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $270,054 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $75,067 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $15,228 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $17,149 |
Administrative expenses (other) incurred | 2019-12-31 | $151,069 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,551,013 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,680,285 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,129,272 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $23,467 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $12,306,597 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $11,090,664 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $388,916 |
Employer contributions (assets) at end of year | 2019-12-31 | $388,916 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $55,757 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $659,947 |
Contract administrator fees | 2019-12-31 | $20,451 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2019-12-31 | 251408703 |
2018 : WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2018 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $17,149 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $9,236 |
Total income from all sources (including contributions) | 2018-12-31 | $-436,151 |
Total of all expenses incurred | 2018-12-31 | $799,905 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $559,506 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $189,520 |
Value of total assets at end of year | 2018-12-31 | $11,146,421 |
Value of total assets at beginning of year | 2018-12-31 | $12,374,564 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $240,399 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $86,530 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $17,149 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $9,236 |
Administrative expenses (other) incurred | 2018-12-31 | $102,694 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,236,056 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,129,272 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,365,328 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $24,296 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $11,090,664 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $12,232,512 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $189,520 |
Employer contributions (assets) at end of year | 2018-12-31 | $55,757 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $142,052 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $559,506 |
Contract administrator fees | 2018-12-31 | $26,879 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2018-12-31 | 251408703 |
2017 : WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2017 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $9,236 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $7,104 |
Total income from all sources (including contributions) | 2017-12-31 | $2,221,050 |
Total of all expenses incurred | 2017-12-31 | $653,059 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $518,140 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $556,292 |
Value of total assets at end of year | 2017-12-31 | $12,374,564 |
Value of total assets at beginning of year | 2017-12-31 | $10,804,441 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $134,919 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $112,431 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $9,236 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $7,104 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,567,991 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $12,365,328 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,797,337 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $22,488 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $12,232,512 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $10,471,638 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $556,292 |
Employer contributions (assets) at end of year | 2017-12-31 | $142,052 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $332,803 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $518,140 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2017-12-31 | 251408703 |
2016 : WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2016 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $7,104 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $9,155 |
Total income from all sources (including contributions) | 2016-12-31 | $1,249,386 |
Total of all expenses incurred | 2016-12-31 | $666,747 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $482,665 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $332,803 |
Value of total assets at end of year | 2016-12-31 | $10,804,441 |
Value of total assets at beginning of year | 2016-12-31 | $10,223,853 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $184,082 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $80,401 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $7,104 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $9,155 |
Administrative expenses (other) incurred | 2016-12-31 | $85,026 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $582,639 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $10,797,337 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,214,698 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $18,655 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $10,471,638 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $10,223,853 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $332,803 |
Employer contributions (assets) at end of year | 2016-12-31 | $332,803 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $482,665 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2016-12-31 | 251408703 |
2015 : WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2015 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $9,155 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $5,869 |
Total income from all sources (including contributions) | 2015-12-31 | $-40,367 |
Total of all expenses incurred | 2015-12-31 | $579,958 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $440,132 |
Value of total assets at end of year | 2015-12-31 | $10,223,853 |
Value of total assets at beginning of year | 2015-12-31 | $10,840,892 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $139,826 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $70,911 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $9,155 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $5,869 |
Administrative expenses (other) incurred | 2015-12-31 | $51,399 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-620,325 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $10,214,698 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,835,023 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $17,516 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $10,223,853 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $10,573,236 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $267,656 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $440,132 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2015-12-31 | 251408703 |
2014 : WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2014 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $5,869 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $7,262 |
Total income from all sources (including contributions) | 2014-12-31 | $1,231,506 |
Total of all expenses incurred | 2014-12-31 | $471,464 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $345,560 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $535,312 |
Value of total assets at end of year | 2014-12-31 | $10,840,892 |
Value of total assets at beginning of year | 2014-12-31 | $10,082,243 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $125,904 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $85,189 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $5,869 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $7,262 |
Administrative expenses (other) incurred | 2014-12-31 | $21,091 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $760,042 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $10,835,023 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,074,981 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $19,624 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $10,573,236 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $9,664,061 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $535,312 |
Employer contributions (assets) at end of year | 2014-12-31 | $267,656 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $418,182 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $345,560 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2014-12-31 | 251408703 |
2013 : WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2013 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $7,262 |
Total income from all sources (including contributions) | 2013-12-31 | $1,645,359 |
Total of all expenses incurred | 2013-12-31 | $448,799 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $323,923 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $418,182 |
Value of total assets at end of year | 2013-12-31 | $10,082,243 |
Value of total assets at beginning of year | 2013-12-31 | $8,878,421 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $124,876 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $77,043 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $7,262 |
Administrative expenses (other) incurred | 2013-12-31 | $19,482 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,196,560 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $10,074,981 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,878,421 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $28,351 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $9,664,061 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $8,878,421 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $418,182 |
Employer contributions (assets) at end of year | 2013-12-31 | $418,182 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $323,923 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2013-12-31 | 251408703 |
2012 : WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $1,327,041 |
Total of all expenses incurred | 2012-12-31 | $461,397 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $314,130 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $241,902 |
Value of total assets at end of year | 2012-12-31 | $8,878,421 |
Value of total assets at beginning of year | 2012-12-31 | $8,012,777 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $147,267 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $110,434 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $16,151 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $865,644 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $8,878,421 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,012,777 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $20,682 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $8,878,421 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $7,528,469 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $241,902 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $484,308 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $314,130 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2012-12-31 | 251408703 |
2011 : WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $566,506 |
Total of all expenses incurred | 2011-12-31 | $425,463 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $297,236 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $484,308 |
Value of total assets at end of year | 2011-12-31 | $8,012,777 |
Value of total assets at beginning of year | 2011-12-31 | $7,871,734 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $128,227 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $103,145 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $9,345 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $141,043 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,012,777 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,871,734 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $15,737 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $7,528,469 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $7,871,734 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $484,308 |
Employer contributions (assets) at end of year | 2011-12-31 | $484,308 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $297,236 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $993,085 |
Total of all expenses incurred | 2010-12-31 | $385,722 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $274,821 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $81,444 |
Value of total assets at end of year | 2010-12-31 | $7,871,734 |
Value of total assets at beginning of year | 2010-12-31 | $7,264,371 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $110,901 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $82,027 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $75,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Administrative expenses (other) incurred | 2010-12-31 | $8,960 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $607,363 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,871,734 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,264,371 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $19,914 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $7,871,734 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $5,823,815 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $81,444 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,440,556 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $274,821 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2010-12-31 | 346565596 |
2009 : WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | Yes |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WEC PENSION PLAN FOR NEWINGTON BOILERMAKERS 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |