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MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameMARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN
Plan identification number 003

MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

MARELLI NORTH AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARELLI NORTH AMERICA, INC.
Employer identification number (EIN):621151687
NAIC Classification:336100

Additional information about MARELLI NORTH AMERICA, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3375172

More information about MARELLI NORTH AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01LANA VANHOOSER LANA VANHOOSER2018-10-12
0032016-01-01LANA VANHOOSER LANA VANHOOSER2017-10-13
0032015-01-01LANA VANHOOSER LANA VANHOOSER2016-10-14
0032014-01-01LANA VANHOOSER LANA VANHOOSER2016-05-03
0032014-01-01DAN LAWRENCE DAN LAWRENCE2015-10-14
0032013-01-01LANA VANHOOSER LANA VANHOOSER2014-10-14
0032012-01-01DAVID VICK DAVID VICK2013-10-14
0032011-01-01DAVID VICK DAVID VICK2012-09-11
0032009-01-01DAVD VICK DAVID VICK2010-10-08
0032008-01-01DAVID VICK
0032007-01-01DAVID VICK

Plan Statistics for MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,514
Total number of active participants reported on line 7a of the Form 55002022-01-013,050
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01855
Total of all active and inactive participants2022-01-013,916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-013,929
Number of participants with account balances2022-01-012,598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0150
2021: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,671
Total number of active participants reported on line 7a of the Form 55002021-01-012,572
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01919
Total of all active and inactive participants2021-01-013,500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0114
Total participants2021-01-013,514
Number of participants with account balances2021-01-013,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01154
2020: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,916
Total number of active participants reported on line 7a of the Form 55002020-01-012,217
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01444
Total of all active and inactive participants2020-01-012,663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-012,671
Number of participants with account balances2020-01-012,537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01114
2019: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,918
Total number of active participants reported on line 7a of the Form 55002019-01-012,398
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-01498
Total of all active and inactive participants2019-01-012,908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-012,916
Number of participants with account balances2019-01-012,805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01136
2018: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,910
Total number of active participants reported on line 7a of the Form 55002018-01-012,490
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01423
Total of all active and inactive participants2018-01-012,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,918
Number of participants with account balances2018-01-012,918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0181
2017: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,049
Total number of active participants reported on line 7a of the Form 55002017-01-012,523
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01383
Total of all active and inactive participants2017-01-012,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,910
Number of participants with account balances2017-01-012,910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0168
2016: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,945
Total number of active participants reported on line 7a of the Form 55002016-01-012,702
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01345
Total of all active and inactive participants2016-01-013,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,049
Number of participants with account balances2016-01-013,049
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0164
2015: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,511
Total number of active participants reported on line 7a of the Form 55002015-01-012,665
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01278
Total of all active and inactive participants2015-01-012,945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,945
Number of participants with account balances2015-01-012,945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0162
2014: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,197
Total number of active participants reported on line 7a of the Form 55002014-01-012,276
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01233
Total of all active and inactive participants2014-01-012,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,511
Number of participants with account balances2014-01-012,511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01128
2013: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,932
Total number of active participants reported on line 7a of the Form 55002013-01-011,994
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01201
Total of all active and inactive participants2013-01-012,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,197
Number of participants with account balances2013-01-012,197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0163
2012: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,610
Total number of active participants reported on line 7a of the Form 55002012-01-011,734
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01194
Total of all active and inactive participants2012-01-011,932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,932
Number of participants with account balances2012-01-011,932
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0128
2011: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,612
Total number of active participants reported on line 7a of the Form 55002011-01-011,423
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01184
Total of all active and inactive participants2011-01-011,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,610
Number of participants with account balances2011-01-011,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2009: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,018
Total number of active participants reported on line 7a of the Form 55002009-01-011,351
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01575
Total of all active and inactive participants2009-01-011,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,927
Number of participants with account balances2009-01-011,927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019
2008: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-012,099
Total number of active participants reported on line 7a of the Form 55002008-01-011,463
Number of retired or separated participants receiving benefits2008-01-015
Number of other retired or separated participants entitled to future benefits2008-01-01549
Total of all active and inactive participants2008-01-012,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-011
Total participants2008-01-012,018
Number of participants with account balances2008-01-012,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-0150
2007: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-012,366
Total number of active participants reported on line 7a of the Form 55002007-01-011,617
Number of retired or separated participants receiving benefits2007-01-012
Number of other retired or separated participants entitled to future benefits2007-01-01479
Total of all active and inactive participants2007-01-012,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-011
Total participants2007-01-012,099
Number of participants with account balances2007-01-012,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-01122

Financial Data on MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,948,688
Total unrealized appreciation/depreciation of assets2022-12-31$-1,948,688
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$157,081
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$219
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$48
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-24,782,074
Total loss/gain on sale of assets2022-12-31$-246,607
Total of all expenses incurred2022-12-31$29,545,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$29,278,539
Expenses. Certain deemed distributions of participant loans2022-12-31$-15,288
Value of total corrective distributions2022-12-31$42,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,433,622
Value of total assets at end of year2022-12-31$192,349,913
Value of total assets at beginning of year2022-12-31$246,834,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$239,889
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$227,105
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,807,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$8,781,899
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$113,053
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,854,436
Participant contributions at end of year2022-12-31$3,161,128
Participant contributions at beginning of year2022-12-31$3,440,523
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$-20
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$720,832
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$8,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$48
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$207,923
Liabilities. Value of operating payables at end of year2022-12-31$3
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$3,567
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-54,327,293
Value of net assets at end of year (total assets less liabilities)2022-12-31$192,349,694
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$246,834,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$31,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$181,989,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$234,804,132
Value of interest in pooled separate accounts at end of year2022-12-31$4,856,135
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,188,946
Interest on participant loans2022-12-31$208,583
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,048,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,156,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,156,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$18,522
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-47,145,773
Net investment gain/loss from pooled separate accounts2022-12-31$90,732
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$5,858,354
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$25,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$29,278,539
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,170,026
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$3,244,176
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$1,341,052
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,587,659
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$624,528
Total unrealized appreciation/depreciation of assets2021-12-31$624,528
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$19,021,423
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$48
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$46,269,485
Total loss/gain on sale of assets2021-12-31$122,236
Total of all expenses incurred2021-12-31$24,334,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$23,775,586
Expenses. Certain deemed distributions of participant loans2021-12-31$171,484
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,340,101
Value of total assets at end of year2021-12-31$246,834,116
Value of total assets at beginning of year2021-12-31$243,920,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$387,465
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$292,088
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,289,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$12,281,460
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,032,140
Participant contributions at end of year2021-12-31$3,440,523
Participant contributions at beginning of year2021-12-31$5,312,844
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$558,560
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$17
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$48
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$359,272
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$21,934,950
Value of net assets at end of year (total assets less liabilities)2021-12-31$246,834,068
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$243,920,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$28,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$234,804,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$231,941,782
Value of interest in pooled separate accounts at end of year2021-12-31$4,188,946
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,540,240
Interest on participant loans2021-12-31$293,031
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,156,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,111,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,111,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-943
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$17,540,575
Net investment gain/loss from pooled separate accounts2021-12-31$60,417
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$5,749,401
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$8,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,775,586
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$3,244,176
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,014,049
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$3,253,303
Aggregate carrying amount (costs) on sale of assets2021-12-31$3,131,067
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$244,551
Total unrealized appreciation/depreciation of assets2020-12-31$244,551
Total transfer of assets to this plan2020-12-31$48,625,585
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$39,101,750
Total loss/gain on sale of assets2020-12-31$11,798
Total of all expenses incurred2020-12-31$26,865,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$26,717,230
Expenses. Certain deemed distributions of participant loans2020-12-31$15,343
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,662,759
Value of total assets at end of year2020-12-31$243,920,541
Value of total assets at beginning of year2020-12-31$183,058,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$132,813
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$424,007
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,183,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$7,179,775
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,668,922
Participant contributions at end of year2020-12-31$5,312,844
Participant contributions at beginning of year2020-12-31$4,850,483
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$148,522
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$17
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$132,813
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$12,236,364
Value of net assets at end of year (total assets less liabilities)2020-12-31$243,920,541
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$183,058,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$231,941,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$175,376,936
Value of interest in pooled separate accounts at end of year2020-12-31$4,540,240
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,462,221
Interest on participant loans2020-12-31$237,499
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,111,609
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,012,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,012,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$186,508
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,520,429
Net investment gain/loss from pooled separate accounts2020-12-31$54,356
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$5,845,315
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$4,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$26,717,230
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,014,049
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$356,504
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$572,525
Aggregate carrying amount (costs) on sale of assets2020-12-31$560,727
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-57,939
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-57,939
Total unrealized appreciation/depreciation of assets2019-12-31$-57,939
Total unrealized appreciation/depreciation of assets2019-12-31$-57,939
Total transfer of assets to this plan2019-12-31$749
Total transfer of assets to this plan2019-12-31$749
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$42,918,248
Total income from all sources (including contributions)2019-12-31$42,918,248
Total loss/gain on sale of assets2019-12-31$14,158,178
Total loss/gain on sale of assets2019-12-31$14,158,178
Total of all expenses incurred2019-12-31$17,197,506
Total of all expenses incurred2019-12-31$17,197,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,315,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,315,078
Expenses. Certain deemed distributions of participant loans2019-12-31$2,067
Expenses. Certain deemed distributions of participant loans2019-12-31$2,067
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,582,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,582,038
Value of total assets at end of year2019-12-31$183,058,592
Value of total assets at end of year2019-12-31$183,058,592
Value of total assets at beginning of year2019-12-31$157,337,101
Value of total assets at beginning of year2019-12-31$157,337,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$-119,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$-119,639
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$358,602
Total interest from all sources2019-12-31$358,602
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,023,098
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,023,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,014,244
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,014,244
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,030,710
Contributions received from participants2019-12-31$6,030,710
Participant contributions at end of year2019-12-31$4,850,483
Participant contributions at end of year2019-12-31$4,850,483
Participant contributions at beginning of year2019-12-31$4,673,446
Participant contributions at beginning of year2019-12-31$4,673,446
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$2
Assets. Other investments not covered elsewhere at end of year2019-12-31$2
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$611,470
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$611,470
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$246,843
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$246,843
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$-121,064
Administrative expenses (other) incurred2019-12-31$-121,064
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$230
Total non interest bearing cash at beginning of year2019-12-31$230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$25,720,742
Value of net income/loss2019-12-31$25,720,742
Value of net assets at end of year (total assets less liabilities)2019-12-31$183,058,592
Value of net assets at end of year (total assets less liabilities)2019-12-31$183,058,592
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$157,337,101
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$157,337,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$2,010
Assets. partnership/joint venture interests at beginning of year2019-12-31$2,010
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$175,376,936
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$175,376,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$118,374,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$118,374,493
Value of interest in pooled separate accounts at end of year2019-12-31$1,462,221
Value of interest in pooled separate accounts at end of year2019-12-31$1,462,221
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,537,194
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,537,194
Interest on participant loans2019-12-31$291,545
Interest on participant loans2019-12-31$291,545
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$16,426
Interest earned on other investments2019-12-31$16,426
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,012,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,012,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$50,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$50,631
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$27,138,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$27,138,258
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,854,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,854,271
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$6,304,485
Contributions received in cash from employer2019-12-31$6,304,485
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$8,854
Income. Dividends from common stock2019-12-31$8,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,315,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,315,078
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$1,425
Contract administrator fees2019-12-31$1,425
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$356,504
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$356,504
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$15,056,193
Aggregate proceeds on sale of assets2019-12-31$15,056,193
Aggregate carrying amount (costs) on sale of assets2019-12-31$898,015
Aggregate carrying amount (costs) on sale of assets2019-12-31$898,015
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
Accountancy firm EIN2019-12-31350921680
2018 : MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-419
Total unrealized appreciation/depreciation of assets2018-12-31$-419
Total transfer of assets to this plan2018-12-31$8,505
Total transfer of assets from this plan2018-12-31$242
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,919,485
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,508,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,423,661
Expenses. Certain deemed distributions of participant loans2018-12-31$1,746
Value of total corrective distributions2018-12-31$818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,008,629
Value of total assets at end of year2018-12-31$157,337,101
Value of total assets at beginning of year2018-12-31$163,917,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$82,294
Total interest from all sources2018-12-31$653,260
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,744,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,744,363
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,948,536
Participant contributions at end of year2018-12-31$4,673,446
Participant contributions at beginning of year2018-12-31$5,128,092
Assets. Other investments not covered elsewhere at end of year2018-12-31$611,470
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$584,187
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$128,162
Other income not declared elsewhere2018-12-31$-101,530
Administrative expenses (other) incurred2018-12-31$82,294
Total non interest bearing cash at end of year2018-12-31$230
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,589,034
Value of net assets at end of year (total assets less liabilities)2018-12-31$157,337,101
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$163,917,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$2,010
Assets. partnership/joint venture interests at beginning of year2018-12-31$22,296
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$118,374,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$125,401,564
Value of interest in pooled separate accounts at end of year2018-12-31$6,537,194
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,708,641
Interest on participant loans2018-12-31$283,656
Interest earned on other investments2018-12-31$369,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$27,138,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$26,073,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,037,752
Net investment gain/loss from pooled separate accounts2018-12-31$-347,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,931,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,423,661
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$6,906
Total unrealized appreciation/depreciation of assets2017-12-31$6,906
Total transfer of assets to this plan2017-12-31$18,645
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$33,143,941
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,918,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,878,467
Expenses. Certain deemed distributions of participant loans2017-12-31$693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,716,262
Value of total assets at end of year2017-12-31$163,917,872
Value of total assets at beginning of year2017-12-31$141,674,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,778
Total interest from all sources2017-12-31$594,245
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,401,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,401,404
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,796,860
Participant contributions at end of year2017-12-31$5,128,092
Participant contributions at beginning of year2017-12-31$4,423,627
Assets. Other investments not covered elsewhere at end of year2017-12-31$584,187
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$494,311
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$392,484
Other income not declared elsewhere2017-12-31$75,672
Administrative expenses (other) incurred2017-12-31$39,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$22,225,003
Value of net assets at end of year (total assets less liabilities)2017-12-31$163,917,872
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$141,674,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$22,296
Assets. partnership/joint venture interests at beginning of year2017-12-31$15,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$125,401,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$105,473,201
Value of interest in pooled separate accounts at end of year2017-12-31$6,708,641
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,296,803
Interest on participant loans2017-12-31$255,602
Interest earned on other investments2017-12-31$338,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$26,073,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$25,970,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,194,641
Net investment gain/loss from pooled separate accounts2017-12-31$1,154,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,526,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,878,467
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$921
Total unrealized appreciation/depreciation of assets2016-12-31$921
Total transfer of assets to this plan2016-12-31$64,649
Total transfer of assets from this plan2016-12-31$57
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$21,123,994
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,506,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,451,652
Expenses. Certain deemed distributions of participant loans2016-12-31$15,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,293,760
Value of total assets at end of year2016-12-31$141,674,224
Value of total assets at beginning of year2016-12-31$129,992,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$39,305
Total interest from all sources2016-12-31$603,519
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,215,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,215,763
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,616,219
Participant contributions at end of year2016-12-31$4,423,627
Participant contributions at beginning of year2016-12-31$4,259,256
Assets. Other investments not covered elsewhere at end of year2016-12-31$494,311
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$704,387
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$153,268
Other income not declared elsewhere2016-12-31$78,065
Administrative expenses (other) incurred2016-12-31$39,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$11,617,244
Value of net assets at end of year (total assets less liabilities)2016-12-31$141,674,224
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$129,992,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$15,390
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$105,473,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$95,105,179
Value of interest in pooled separate accounts at end of year2016-12-31$5,296,803
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,610,883
Interest on participant loans2016-12-31$232,886
Interest earned on other investments2016-12-31$370,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$25,970,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$25,312,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,376,628
Net investment gain/loss from pooled separate accounts2016-12-31$555,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,524,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,451,652
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$27,648
Total transfer of assets from this plan2015-12-31$988
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$12,287,291
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,710,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,619,120
Expenses. Certain deemed distributions of participant loans2015-12-31$53,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,697,661
Value of total assets at end of year2015-12-31$129,992,388
Value of total assets at beginning of year2015-12-31$124,389,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,079
Total interest from all sources2015-12-31$582,988
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,092,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,092,889
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,213,775
Participant contributions at end of year2015-12-31$4,259,256
Participant contributions at beginning of year2015-12-31$3,939,182
Assets. Other investments not covered elsewhere at end of year2015-12-31$704,387
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$443,368
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$179,344
Other income not declared elsewhere2015-12-31$-34,252
Administrative expenses (other) incurred2015-12-31$38,079
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$59
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,576,468
Value of net assets at end of year (total assets less liabilities)2015-12-31$129,992,388
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$124,389,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$3,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$95,105,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$93,499,829
Value of interest in pooled separate accounts at end of year2015-12-31$4,610,883
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,075,474
Interest on participant loans2015-12-31$210,836
Interest earned on other investments2015-12-31$372,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$25,312,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$22,427,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,098,471
Net investment gain/loss from pooled separate accounts2015-12-31$46,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,304,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,619,120
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$3,899
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$17,798,112
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,740,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,693,327
Expenses. Certain deemed distributions of participant loans2014-12-31$27,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,550,352
Value of total assets at end of year2014-12-31$124,389,260
Value of total assets at beginning of year2014-12-31$116,327,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,030
Total interest from all sources2014-12-31$563,248
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$869,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$869,193
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,893,438
Participant contributions at end of year2014-12-31$3,939,182
Participant contributions at beginning of year2014-12-31$4,120,692
Assets. Other investments not covered elsewhere at end of year2014-12-31$443,368
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$542,612
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$570,730
Other income not declared elsewhere2014-12-31$30,223
Administrative expenses (other) incurred2014-12-31$20,030
Total non interest bearing cash at end of year2014-12-31$59
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,057,455
Value of net assets at end of year (total assets less liabilities)2014-12-31$124,389,260
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$116,327,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$3,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$93,499,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$87,402,563
Value of interest in pooled separate accounts at end of year2014-12-31$4,075,474
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,223,283
Interest on participant loans2014-12-31$212,918
Interest earned on other investments2014-12-31$350,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$22,427,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$21,038,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,338,751
Net investment gain/loss from pooled separate accounts2014-12-31$446,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,086,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,693,327
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$919
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$28,701,698
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,714,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,632,787
Expenses. Certain deemed distributions of participant loans2013-12-31$52,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,365,284
Value of total assets at end of year2013-12-31$116,327,906
Value of total assets at beginning of year2013-12-31$96,339,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,769
Total interest from all sources2013-12-31$574,327
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$794,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$794,825
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,268,429
Participant contributions at end of year2013-12-31$4,120,692
Participant contributions at beginning of year2013-12-31$3,736,123
Assets. Other investments not covered elsewhere at end of year2013-12-31$542,612
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$400,307
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$409,443
Other income not declared elsewhere2013-12-31$-5,661
Administrative expenses (other) incurred2013-12-31$28,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$19,987,425
Value of net assets at end of year (total assets less liabilities)2013-12-31$116,327,906
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$96,339,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$87,402,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$69,875,935
Value of interest in pooled separate accounts at end of year2013-12-31$3,223,283
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,398,135
Interest on participant loans2013-12-31$195,317
Interest earned on other investments2013-12-31$379,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$21,038,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$19,929,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$17,193,288
Net investment gain/loss from pooled separate accounts2013-12-31$779,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,687,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,632,787
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$405
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$19,317,345
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,517,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,478,828
Expenses. Certain deemed distributions of participant loans2012-12-31$17,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,599,743
Value of total assets at end of year2012-12-31$96,339,562
Value of total assets at beginning of year2012-12-31$83,538,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,872
Total interest from all sources2012-12-31$595,661
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$964,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$964,444
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,780,133
Participant contributions at end of year2012-12-31$3,736,123
Participant contributions at beginning of year2012-12-31$3,438,462
Assets. Other investments not covered elsewhere at end of year2012-12-31$400,307
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$370,618
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$858,254
Other income not declared elsewhere2012-12-31$116,376
Administrative expenses (other) incurred2012-12-31$20,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$12,800,225
Value of net assets at end of year (total assets less liabilities)2012-12-31$96,339,562
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$83,538,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$69,875,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$59,054,674
Value of interest in pooled separate accounts at end of year2012-12-31$2,398,135
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,983,605
Interest on participant loans2012-12-31$177,876
Interest earned on other investments2012-12-31$417,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$19,929,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$18,691,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,726,479
Net investment gain/loss from pooled separate accounts2012-12-31$314,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,961,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,478,828
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,507,061
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,797,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,743,863
Expenses. Certain deemed distributions of participant loans2011-12-31$14,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,756,267
Value of total assets at end of year2011-12-31$83,538,932
Value of total assets at beginning of year2011-12-31$83,829,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$40,086
Total interest from all sources2011-12-31$652,193
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$815,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$815,220
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,380,454
Participant contributions at end of year2011-12-31$3,438,462
Participant contributions at beginning of year2011-12-31$3,362,827
Assets. Other investments not covered elsewhere at end of year2011-12-31$370,618
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$61,099,468
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$337,387
Other income not declared elsewhere2011-12-31$-116,129
Administrative expenses (other) incurred2011-12-31$40,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-290,934
Value of net assets at end of year (total assets less liabilities)2011-12-31$83,538,932
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$83,829,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$59,054,674
Value of interest in pooled separate accounts at end of year2011-12-31$1,983,605
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,138,193
Interest on participant loans2011-12-31$196,774
Interest earned on other investments2011-12-31$455,419
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$18,691,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$17,229,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,639,273
Net investment gain/loss from pooled separate accounts2011-12-31$38,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,038,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,743,863
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$171,278
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$171,278
Total income from all sources (including contributions)2010-12-31$13,048,111
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,524,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,322,906
Expenses. Certain deemed distributions of participant loans2010-12-31$171,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,286,764
Value of total assets at end of year2010-12-31$83,829,866
Value of total assets at beginning of year2010-12-31$77,306,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,463
Total interest from all sources2010-12-31$415,113
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$739,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$739,748
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,100,792
Participant contributions at end of year2010-12-31$3,362,827
Participant contributions at beginning of year2010-12-31$3,269,778
Assets. Other investments not covered elsewhere at end of year2010-12-31$60,849,654
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$52,311,727
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$64,385
Other income not declared elsewhere2010-12-31$79,467
Administrative expenses (other) incurred2010-12-31$30,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,523,464
Value of net assets at end of year (total assets less liabilities)2010-12-31$83,829,866
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$77,306,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,138,193
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,894,684
Interest on participant loans2010-12-31$208,070
Interest earned on other investments2010-12-31$207,043
Value of interest in common/collective trusts at end of year2010-12-31$249,814
Value of interest in common/collective trusts at beginning of year2010-12-31$18,264,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$17,229,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,559,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,251,754
Net investment gain/loss from pooled separate accounts2010-12-31$275,265
Net investment gain or loss from common/collective trusts2010-12-31$249,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,121,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,322,906
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680
2009 : MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total income from all sources (including contributions)2008-12-31$-15,776,573
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$12,327,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$12,241,487
Expenses. Certain deemed distributions of participant loans2008-12-31$75,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$7,286,295
Value of total assets at end of year2008-12-31$69,788,269
Value of total assets at beginning of year2008-12-31$97,892,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$10,860
Total interest from all sources2008-12-31$327,030
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$1,000,000
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$3,627,471
Participant contributions at end of year2008-12-31$3,872,283
Participant contributions at beginning of year2008-12-31$3,840,603
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$40,234
Administrative expenses (other) incurred2008-12-31$10,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-28,104,384
Value of net assets at end of year (total assets less liabilities)2008-12-31$69,788,269
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$97,892,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$43,755,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-12-31$73,334,023
Interest on participant loans2008-12-31$325,850
Value of interest in common/collective trusts at end of year2008-12-31$22,035,889
Value of interest in common/collective trusts at beginning of year2008-12-31$20,608,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-12-31$124,101
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-12-31$109,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-12-31$109,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-12-31$1,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$-24,172,510
Net investment gain or loss from common/collective trusts2008-12-31$782,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$3,618,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$12,241,487
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31CROWE HORWATH LLP
Accountancy firm EIN2008-12-31350921680
2007 : MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2007 401k financial data
Total unrealized appreciation/depreciation of assets2007-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2007-12-31$0
Total income from all sources (including contributions)2007-12-31$13,683,214
Total loss/gain on sale of assets2007-12-31$0
Total of all expenses incurred2007-12-31$12,378,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$12,329,872
Expenses. Certain deemed distributions of participant loans2007-12-31$35,638
Value of total corrective distributions2007-12-31$1,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$8,108,241
Value of total assets at end of year2007-12-31$97,892,653
Value of total assets at beginning of year2007-12-31$96,587,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$10,900
Total interest from all sources2007-12-31$338,359
Total dividends received (eg from common stock, registered investment company shares)2007-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Was this plan covered by a fidelity bond2007-12-31Yes
Value of fidelity bond cover2007-12-31$1,000,000
If this is an individual account plan, was there a blackout period2007-12-31No
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Contributions received from participants2007-12-31$4,448,074
Participant contributions at end of year2007-12-31$3,840,603
Participant contributions at beginning of year2007-12-31$3,864,269
Income. Received or receivable in cash from other sources (including rollovers)2007-12-31$45,453
Administrative expenses (other) incurred2007-12-31$10,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Value of net income/loss2007-12-31$1,304,855
Value of net assets at end of year (total assets less liabilities)2007-12-31$97,892,653
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$96,587,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2007-12-31$73,334,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2007-12-31$72,384,992
Interest on participant loans2007-12-31$318,496
Value of interest in common/collective trusts at end of year2007-12-31$20,608,233
Value of interest in common/collective trusts at beginning of year2007-12-31$19,782,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2007-12-31$109,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2007-12-31$556,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2007-12-31$556,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2007-12-31$19,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2007-12-31$4,431,589
Net investment gain or loss from common/collective trusts2007-12-31$805,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31No
Was there a failure to transmit to the plan any participant contributions2007-12-31No
Has the plan failed to provide any benefit when due under the plan2007-12-31No
Contributions received in cash from employer2007-12-31$3,614,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-12-31$12,329,872
Did the plan have assets held for investment2007-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31Yes
Opinion of an independent qualified public accountant for this plan2007-12-31Disclaimer
Accountancy firm name2007-12-31CROWE CHIZEK & COMPANY LLP
Accountancy firm EIN2007-12-31350921680

Form 5500 Responses for MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN

2022: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32051
Policy instance 1
Insurance contract or identification numberGA32051
Number of Individuals Covered151
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32051
Policy instance 1
Insurance contract or identification numberGA32051
Number of Individuals Covered125
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32051
Policy instance 1
Insurance contract or identification numberGA32051
Number of Individuals Covered38
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041447
Policy instance 2
Insurance contract or identification number041447
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32051
Policy instance 1
Insurance contract or identification numberGA32051
Number of Individuals Covered18
Insurance policy start date2019-02-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041447
Policy instance 1
Insurance contract or identification number041447
Number of Individuals Covered2918
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,324
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3324
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN SERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041447
Policy instance 1
Insurance contract or identification number041447
Number of Individuals Covered2910
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $37,276
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees37276
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041447
Policy instance 1
Insurance contract or identification number041447
Number of Individuals Covered2945
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $55,196
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees55196
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041447
Policy instance 1
Insurance contract or identification number041447
Number of Individuals Covered2511
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $49,959
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees49959
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041447
Policy instance 1
Insurance contract or identification number041447
Number of Individuals Covered2197
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $47,052
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees47052
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041447
Policy instance 1
Insurance contract or identification number041447
Number of Individuals Covered1932
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $42,588
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees21510
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameSBHU LIFE AGENCY INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041447
Policy instance 1
Insurance contract or identification number041447
Number of Individuals Covered1610
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $40,261
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041447
Policy instance 1
Insurance contract or identification number041447
Number of Individuals Covered1612
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $45,273
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees45273
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameSBHU LIFE AGENCY INC

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