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O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 401k Plan overview

Plan NameO'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES
Plan identification number 005

O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ONEAL STEEL, INC. has sponsored the creation of one or more 401k plans.

Company Name:ONEAL STEEL, INC.
Employer identification number (EIN):630196990
NAIC Classification:423500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01MARCUS JONES MARCUS JONES2018-10-08
0052017-01-01MARCUS JONES MARCUS JONES2018-10-04
0052016-01-01MARCUS JONES MARCUS JONES2017-10-12
0052016-01-01 MARCUS JONES2017-10-11
0052015-01-01MARCUS JONES MARCUS JONES2016-10-06
0052015-01-01MARCUS JONES MARCUS JONES2016-10-10
0052014-01-01MARCUS JONES MARCUS JONES2015-10-06
0052013-01-01DONNA CORNWELL DONNA CORNWELL2014-10-14
0052012-01-01DONNA CORNWELL DONNA CORNWELL2013-10-16
0052011-01-01SHAWN SMITH SHAWN SMITH2012-10-12
0052009-01-01SHAWN P. SMITH SHAWN P. SMITH2010-10-14

Plan Statistics for O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES

401k plan membership statisitcs for O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES

Measure Date Value
2022: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2022 401k membership
Market value of plan assets2022-12-3191,426,667
Acturial value of plan assets2022-12-3186,088,278
Funding target for retired participants and beneficiaries receiving payment2022-12-3137,946,080
Number of terminated vested participants2022-12-31430
Fundng target for terminated vested participants2022-12-3116,449,983
Active participant vested funding target2022-12-3117,907,758
Number of active participants2022-12-31332
Total funding liabilities for active participants2022-12-3117,907,758
Total participant count2022-12-311,186
Total funding target for all participants2022-12-3172,303,821
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31926,981
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31978,707
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31872,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01846
Total number of active participants reported on line 7a of the Form 55002022-01-01300
Number of retired or separated participants receiving benefits2022-01-01286
Number of other retired or separated participants entitled to future benefits2022-01-01231
Total of all active and inactive participants2022-01-01817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0120
Total participants2022-01-01837
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2021 401k membership
Market value of plan assets2021-12-3186,520,155
Acturial value of plan assets2021-12-3177,868,140
Funding target for retired participants and beneficiaries receiving payment2021-12-3137,064,667
Number of terminated vested participants2021-12-31434
Fundng target for terminated vested participants2021-12-3115,918,118
Active participant vested funding target2021-12-3117,961,834
Number of active participants2021-12-31360
Total funding liabilities for active participants2021-12-3117,961,834
Total participant count2021-12-311,197
Total funding target for all participants2021-12-3170,944,619
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31929,943
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31979,974
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-311,000,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31926,981
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31891,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31926,981
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,198
Total number of active participants reported on line 7a of the Form 55002021-01-01331
Number of retired or separated participants receiving benefits2021-01-01379
Number of other retired or separated participants entitled to future benefits2021-01-01430
Total of all active and inactive participants2021-01-011,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0139
Total participants2021-01-011,179
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-3187,694,175
Acturial value of plan assets2020-12-3181,764,276
Funding target for retired participants and beneficiaries receiving payment2020-12-3140,998,763
Number of terminated vested participants2020-12-31436
Fundng target for terminated vested participants2020-12-3117,029,887
Active participant vested funding target2020-12-3120,718,611
Number of active participants2020-12-31392
Total funding liabilities for active participants2020-12-3120,718,611
Total participant count2020-12-311,549
Total funding target for all participants2020-12-3178,747,261
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-312,501,412
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-312,640,240
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-311,000,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31929,943
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31655,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31929,943
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,207
Total number of active participants reported on line 7a of the Form 55002020-01-01360
Number of retired or separated participants receiving benefits2020-01-01359
Number of other retired or separated participants entitled to future benefits2020-01-01430
Total of all active and inactive participants2020-01-011,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0136
Total participants2020-01-011,185
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-3178,280,007
Acturial value of plan assets2019-12-3180,175,716
Funding target for retired participants and beneficiaries receiving payment2019-12-3138,876,097
Number of terminated vested participants2019-12-31625
Fundng target for terminated vested participants2019-12-3122,742,610
Active participant vested funding target2019-12-3121,979,076
Number of active participants2019-12-31429
Total funding liabilities for active participants2019-12-3121,979,076
Total participant count2019-12-311,744
Total funding target for all participants2019-12-3183,597,783
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31672,836
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31711,591
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-315,089,255
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-314,721,513
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,200,000
Net shortfall amortization installment of oustanding balance2019-12-313,422,067
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-312,220,101
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-312,220,101
Contributions allocatedtoward minimum required contributions for current year2019-12-314,721,513
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,744
Total number of active participants reported on line 7a of the Form 55002019-01-01396
Number of retired or separated participants receiving benefits2019-01-01641
Number of other retired or separated participants entitled to future benefits2019-01-01428
Total of all active and inactive participants2019-01-011,465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0179
Total participants2019-01-011,544
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-3185,141,872
Acturial value of plan assets2018-12-3178,576,224
Funding target for retired participants and beneficiaries receiving payment2018-12-3135,603,565
Number of terminated vested participants2018-12-31620
Fundng target for terminated vested participants2018-12-3120,160,593
Active participant vested funding target2018-12-3123,134,468
Number of active participants2018-12-31475
Total funding liabilities for active participants2018-12-3123,296,160
Total participant count2018-12-311,768
Total funding target for all participants2018-12-3179,060,318
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-312,969,932
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,147,237
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-311,891,842
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,792,836
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,120,000
Net shortfall amortization installment of oustanding balance2018-12-31484,094
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,120,000
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-311,120,000
Contributions allocatedtoward minimum required contributions for current year2018-12-311,792,836
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,699
Total number of active participants reported on line 7a of the Form 55002018-01-01427
Number of retired or separated participants receiving benefits2018-01-01606
Number of other retired or separated participants entitled to future benefits2018-01-01623
Total of all active and inactive participants2018-01-011,656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0179
Total participants2018-01-011,735
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-3172,469,169
Acturial value of plan assets2017-12-3172,750,844
Funding target for retired participants and beneficiaries receiving payment2017-12-3133,717,240
Number of terminated vested participants2017-12-31618
Fundng target for terminated vested participants2017-12-3119,058,093
Active participant vested funding target2017-12-3124,222,098
Number of active participants2017-12-31518
Total funding liabilities for active participants2017-12-3124,383,455
Total participant count2017-12-311,785
Total funding target for all participants2017-12-3177,158,788
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-311,086,132
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,153,255
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-316,021,732
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-315,666,288
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,196,935
Net shortfall amortization installment of oustanding balance2017-12-314,407,944
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-312,696,356
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-312,696,356
Contributions allocatedtoward minimum required contributions for current year2017-12-315,666,288
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,783
Total number of active participants reported on line 7a of the Form 55002017-01-01472
Number of retired or separated participants receiving benefits2017-01-01596
Number of other retired or separated participants entitled to future benefits2017-01-01621
Total of all active and inactive participants2017-01-011,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0171
Total participants2017-01-011,760
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-3174,770,070
Acturial value of plan assets2016-12-3177,905,454
Funding target for retired participants and beneficiaries receiving payment2016-12-3132,026,607
Number of terminated vested participants2016-12-31908
Fundng target for terminated vested participants2016-12-3122,529,804
Active participant vested funding target2016-12-3126,047,404
Number of active participants2016-12-31615
Total funding liabilities for active participants2016-12-3126,278,743
Total participant count2016-12-312,145
Total funding target for all participants2016-12-3180,835,154
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3199
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31105
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-315,203,444
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-314,874,303
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,351,855
Net shortfall amortization installment of oustanding balance2016-12-312,929,700
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-313,788,171
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-313,788,171
Contributions allocatedtoward minimum required contributions for current year2016-12-314,874,303
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,835
Total number of active participants reported on line 7a of the Form 55002016-01-01517
Number of retired or separated participants receiving benefits2016-01-01578
Number of other retired or separated participants entitled to future benefits2016-01-01613
Total of all active and inactive participants2016-01-011,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0172
Total participants2016-01-011,780
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-012,167
Total number of active participants reported on line 7a of the Form 55002015-01-01606
Number of retired or separated participants receiving benefits2015-01-01547
Number of other retired or separated participants entitled to future benefits2015-01-01906
Total of all active and inactive participants2015-01-012,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0176
Total participants2015-01-012,135
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-012,451
Total number of active participants reported on line 7a of the Form 55002014-01-01812
Number of retired or separated participants receiving benefits2014-01-01524
Number of other retired or separated participants entitled to future benefits2014-01-01762
Total of all active and inactive participants2014-01-012,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0168
Total participants2014-01-012,166
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-012,498
Total number of active participants reported on line 7a of the Form 55002013-01-01901
Number of retired or separated participants receiving benefits2013-01-01462
Number of other retired or separated participants entitled to future benefits2013-01-011,017
Total of all active and inactive participants2013-01-012,380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0171
Total participants2013-01-012,451
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-012,462
Total number of active participants reported on line 7a of the Form 55002012-01-01992
Number of retired or separated participants receiving benefits2012-01-01408
Number of other retired or separated participants entitled to future benefits2012-01-011,022
Total of all active and inactive participants2012-01-012,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0165
Total participants2012-01-012,487
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-012,899
Total number of active participants reported on line 7a of the Form 55002011-01-011,209
Number of retired or separated participants receiving benefits2011-01-01351
Number of other retired or separated participants entitled to future benefits2011-01-011,181
Total of all active and inactive participants2011-01-012,741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0169
Total participants2011-01-012,810
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0121
2009: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-013,108
Total number of active participants reported on line 7a of the Form 55002009-01-011,564
Number of retired or separated participants receiving benefits2009-01-01243
Number of other retired or separated participants entitled to future benefits2009-01-011,106
Total of all active and inactive participants2009-01-012,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0154
Total participants2009-01-012,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0142

Financial Data on O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES

Measure Date Value
2022 : O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$14,984,675
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-23,568,716
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,272,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,443,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$75,591,914
Value of total assets at beginning of year2022-12-31$91,448,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$829,289
Total interest from all sources2022-12-31$-13,728,593
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$495,524
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$495,524
Administrative expenses professional fees incurred2022-12-31$16,800
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$14,984,675
Administrative expenses (other) incurred2022-12-31$382,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-30,841,029
Value of net assets at end of year (total assets less liabilities)2022-12-31$60,607,239
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$91,448,268
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
Investment advisory and management fees2022-12-31$140,335
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,177,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$53,037,045
Value of interest in pooled separate accounts at end of year2022-12-31$18,026,145
Value of interest in pooled separate accounts at beginning of year2022-12-31$920,121
Income. Interest from US Government securities2022-12-31$-272,107
Income. Interest from corporate debt instruments2022-12-31$-13,456,486
Asset value of US Government securities at end of year2022-12-31$19,231,141
Asset value of US Government securities at beginning of year2022-12-31$6,927,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,389,016
Net investment gain/loss from pooled separate accounts2022-12-31$53,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at beginning of year2022-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,443,024
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$23,157,184
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$29,563,884
Contract administrator fees2022-12-31$289,234
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BARFIELD MURPHY SHANK AND SMITH
Accountancy firm EIN2022-12-31461498870
2021 : O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,992,144
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,084,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,196,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,000,000
Value of total assets at end of year2021-12-31$91,448,268
Value of total assets at beginning of year2021-12-31$86,540,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$887,446
Total interest from all sources2021-12-31$-831,599
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$631,224
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$631,224
Administrative expenses professional fees incurred2021-12-31$16,466
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$398,172
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
Value of net income/loss2021-12-31$4,908,088
Value of net assets at end of year (total assets less liabilities)2021-12-31$91,448,268
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$86,540,180
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
Investment advisory and management fees2021-12-31$162,704
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$53,037,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$48,834,775
Value of interest in pooled separate accounts at end of year2021-12-31$920,121
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,034,393
Income. Interest from US Government securities2021-12-31$2,646,064
Income. Interest from corporate debt instruments2021-12-31$-3,477,663
Asset value of US Government securities at end of year2021-12-31$6,927,218
Asset value of US Government securities at beginning of year2021-12-31$6,544,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,202,735
Net investment gain/loss from pooled separate accounts2021-12-31$-10,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,000,000
Employer contributions (assets) at end of year2021-12-31$1,000,000
Employer contributions (assets) at beginning of year2021-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,196,610
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$29,563,884
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$29,126,229
Contract administrator fees2021-12-31$310,104
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BARFIELD MURPHY SHANK AND SMITH
Accountancy firm EIN2021-12-31461498870
2020 : O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 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$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to 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$5,326,036
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,610,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,767,988
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,000,000
Value of total assets at end of year2020-12-31$86,540,180
Value of total assets at beginning of year2020-12-31$87,824,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$842,672
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$-2,647,733
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$598,478
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$598,478
Administrative expenses professional fees incurred2020-12-31$358,551
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
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$0
Value of other receiveables (less allowance for doubtful accounts) at beginning 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$0
Liabilities. Value of operating payables 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$0
Value of net income/loss2020-12-31$-1,284,624
Value of net assets at end of year (total assets less liabilities)2020-12-31$86,540,180
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$87,824,804
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$170,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$48,834,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$49,061,919
Value of interest in pooled separate accounts at end of year2020-12-31$1,034,393
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,420,062
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$257,441
Income. Interest from corporate debt instruments2020-12-31$-2,905,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$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$6,544,783
Asset value of US Government securities at beginning of year2020-12-31$11,340,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,367,093
Net investment gain/loss from pooled separate accounts2020-12-31$8,198
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 assets2020-12-31Yes
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
Contributions received in cash from employer2020-12-31$1,000,000
Employer contributions (assets) at end of year2020-12-31$1,000,000
Employer contributions (assets) at beginning of year2020-12-31$3,999,255
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,767,988
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$29,126,229
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$21,003,350
Contract administrator fees2020-12-31$313,536
Liabilities. Value of benefit claims payable 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$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$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 name2020-12-31BARFIELD MURPHY SHANK AND SMITH LLC
Accountancy firm EIN2020-12-31461498870
2019 : O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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
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$22,115,243
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,587,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,162,876
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,089,255
Value of total assets at end of year2019-12-31$87,824,804
Value of total assets at beginning of year2019-12-31$78,297,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,424,832
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$2,999,719
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$830,394
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$830,394
Administrative expenses professional fees incurred2019-12-31$888,712
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
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 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$498,000
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$9,527,535
Value of net assets at end of year (total assets less liabilities)2019-12-31$87,824,804
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$78,297,269
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$117,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$49,061,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,731,770
Value of interest in pooled separate accounts at end of year2019-12-31$2,420,062
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,753,988
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$89,598
Income. Interest from corporate debt instruments2019-12-31$2,910,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$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$11,340,218
Asset value of US Government securities at beginning of year2019-12-31$6,580,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,613,678
Net investment gain/loss from pooled separate accounts2019-12-31$84,197
Net investment gain or loss from common/collective trusts2019-12-31$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 assets2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$5,089,255
Employer contributions (assets) at end of year2019-12-31$3,999,255
Employer contributions (assets) at beginning of year2019-12-31$1,135,842
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,162,876
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$21,003,350
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$17,095,548
Contract administrator fees2019-12-31$418,653
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
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$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BARFIELD MURPHY SHANK AND SMITH LLC
Accountancy firm EIN2019-12-31461498870
2018 : O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$-782,472
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,137,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,924,669
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,891,842
Value of total assets at end of year2018-12-31$78,297,269
Value of total assets at beginning of year2018-12-31$85,217,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,212,821
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$-245,710
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,004,286
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$1,004,286
Administrative expenses professional fees incurred2018-12-31$783,519
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables 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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-6,919,962
Value of net assets at end of year (total assets less liabilities)2018-12-31$78,297,269
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$85,217,231
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$119,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$48,731,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$60,897,152
Value of interest in pooled separate accounts at end of year2018-12-31$4,753,988
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,004,876
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$49,374
Income. Interest from corporate debt instruments2018-12-31$-295,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$6,580,121
Asset value of US Government securities at beginning of year2018-12-31$5,272,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,483,987
Net investment gain/loss from pooled separate accounts2018-12-31$51,097
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$1,891,842
Employer contributions (assets) at end of year2018-12-31$1,135,842
Employer contributions (assets) at beginning of year2018-12-31$3,611,327
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,924,669
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$17,095,548
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$14,431,661
Contract administrator fees2018-12-31$309,725
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31BARFIELD MURPHY SHANK AND SMITH LLC
Accountancy firm EIN2018-12-31461498870
2017 : O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$18,968,980
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,337,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,854,055
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,021,732
Value of total assets at end of year2017-12-31$85,217,231
Value of total assets at beginning of year2017-12-31$72,585,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,483,298
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$1,398,032
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,063,577
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$1,063,577
Administrative expenses professional fees incurred2017-12-31$32,798
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$894,128
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$12,631,627
Value of net assets at end of year (total assets less liabilities)2017-12-31$85,217,231
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$72,585,604
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$116,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$60,897,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$51,863,554
Value of interest in pooled separate accounts at end of year2017-12-31$1,004,876
Value of interest in pooled separate accounts at beginning of year2017-12-31$366,095
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$572,079
Income. Interest from corporate debt instruments2017-12-31$825,953
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$5,272,215
Asset value of US Government securities at beginning of year2017-12-31$5,026,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,481,150
Net investment gain/loss from pooled separate accounts2017-12-31$4,489
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,021,732
Employer contributions (assets) at end of year2017-12-31$3,611,327
Employer contributions (assets) at beginning of year2017-12-31$3,195,910
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,854,055
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$14,431,661
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$12,133,194
Contract administrator fees2017-12-31$440,010
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31BARFIELD MURPHY, SHANK & SMITH LLC
Accountancy firm EIN2017-12-31461498870
2016 : O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,450,915
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$13,652,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,185,038
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,203,444
Value of total assets at end of year2016-12-31$72,585,604
Value of total assets at beginning of year2016-12-31$74,787,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,467,766
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$1,048,250
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,112,002
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$1,112,002
Administrative expenses professional fees incurred2016-12-31$97,676
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$120
Administrative expenses (other) incurred2016-12-31$931,294
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-2,201,889
Value of net assets at end of year (total assets less liabilities)2016-12-31$72,585,604
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$74,787,493
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$118,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$51,863,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$54,300,107
Value of interest in pooled separate accounts at end of year2016-12-31$366,095
Value of interest in pooled separate accounts at beginning of year2016-12-31$439,318
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$229,486
Income. Interest from corporate debt instruments2016-12-31$818,764
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$5,026,851
Asset value of US Government securities at beginning of year2016-12-31$5,330,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,085,419
Net investment gain/loss from pooled separate accounts2016-12-31$1,680
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,203,444
Employer contributions (assets) at end of year2016-12-31$3,195,910
Employer contributions (assets) at beginning of year2016-12-31$645,346
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,185,038
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$12,133,194
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$14,072,705
Contract administrator fees2016-12-31$320,040
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31BARFIELD MURPHY SHANK AND SMITH LLC
Accountancy firm EIN2016-12-31461498870
2015 : O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,685,986
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,080,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,893,346
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,806,204
Value of total assets at end of year2015-12-31$74,787,493
Value of total assets at beginning of year2015-12-31$78,182,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,187,272
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$-804,553
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$803,847
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$803,847
Administrative expenses professional fees incurred2015-12-31$55,646
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$762,771
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-3,394,632
Value of net assets at end of year (total assets less liabilities)2015-12-31$74,787,493
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$78,182,125
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$80,977
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$54,300,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$67,832,550
Value of interest in pooled separate accounts at end of year2015-12-31$439,318
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,065,683
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$-493,251
Income. Interest from corporate debt instruments2015-12-31$-311,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$5,330,017
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-110,951
Net investment gain/loss from pooled separate accounts2015-12-31$-8,561
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,806,204
Employer contributions (assets) at end of year2015-12-31$645,346
Employer contributions (assets) at beginning of year2015-12-31$4,283,892
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,893,346
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$14,072,705
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$287,878
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31BARFIELD MURPHY SHANK AND SMITH LLC
Accountancy firm EIN2015-12-31461498870
2014 : O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$11,078,588
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,539,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,803,369
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,571,451
Value of total assets at end of year2014-12-31$78,182,125
Value of total assets at beginning of year2014-12-31$73,643,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$736,625
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,210,948
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$1,210,948
Administrative expenses professional fees incurred2014-12-31$30,299
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$22
Administrative expenses (other) incurred2014-12-31$401,786
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,538,594
Value of net assets at end of year (total assets less liabilities)2014-12-31$78,182,125
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$73,643,531
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$44,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$67,832,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$70,436,731
Value of interest in pooled separate accounts at end of year2014-12-31$6,065,683
Value of interest in pooled separate accounts at beginning of year2014-12-31$265,238
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,302,938
Net investment gain/loss from pooled separate accounts2014-12-31$-6,771
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,571,451
Employer contributions (assets) at end of year2014-12-31$4,283,892
Employer contributions (assets) at beginning of year2014-12-31$2,941,562
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,803,369
Contract administrator fees2014-12-31$259,852
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31BARFIELD MURPHY SHANK AND SMITH LLC
Accountancy firm EIN2014-12-31461498870
2013 : O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$16,039,549
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,896,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,066,868
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,817,603
Value of total assets at end of year2013-12-31$73,643,531
Value of total assets at beginning of year2013-12-31$63,500,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$829,831
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,085,543
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$1,085,543
Administrative expenses professional fees incurred2013-12-31$147,999
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$2,395
Administrative expenses (other) incurred2013-12-31$390,297
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$10,142,850
Value of net assets at end of year (total assets less liabilities)2013-12-31$73,643,531
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$63,500,681
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$65,650
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$70,436,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$61,568,678
Value of interest in pooled separate accounts at end of year2013-12-31$265,238
Value of interest in pooled separate accounts at beginning of year2013-12-31$165,658
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,140,739
Net investment gain/loss from pooled separate accounts2013-12-31$-6,731
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,817,603
Employer contributions (assets) at end of year2013-12-31$2,941,562
Employer contributions (assets) at beginning of year2013-12-31$1,766,345
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,066,868
Contract administrator fees2013-12-31$225,885
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31BARFIELD MURPHY SHANK AND SMITH
Accountancy firm EIN2013-12-31461498870
2012 : O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$13,194,800
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,080,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,387,878
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,825,162
Value of total assets at end of year2012-12-31$63,500,681
Value of total assets at beginning of year2012-12-31$54,386,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$693,028
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$708,990
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$708,990
Administrative expenses professional fees incurred2012-12-31$2,800
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$725
Administrative expenses (other) incurred2012-12-31$229,391
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$121,834
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$9,113,894
Value of net assets at end of year (total assets less liabilities)2012-12-31$63,500,681
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$54,386,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$28,731
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$61,568,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$52,123,534
Value of interest in pooled separate accounts at end of year2012-12-31$165,658
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,659,954
Net investment gain/loss from pooled separate accounts2012-12-31$-31
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,825,162
Employer contributions (assets) at end of year2012-12-31$1,766,345
Employer contributions (assets) at beginning of year2012-12-31$2,141,419
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,387,878
Contract administrator fees2012-12-31$432,106
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BARFIELD MURPHY SHANK AND SMITH
Accountancy firm EIN2012-12-31461498870
2011 : O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$6,455,068
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,883,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,386,574
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,848,826
Value of total assets at end of year2011-12-31$54,386,787
Value of total assets at beginning of year2011-12-31$51,815,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$497,223
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$48,863
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$265,769
Total non interest bearing cash at end of year2011-12-31$121,834
Total non interest bearing cash at beginning of year2011-12-31$102,183
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$2,571,271
Value of net assets at end of year (total assets less liabilities)2011-12-31$54,386,787
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$51,815,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$18,209
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$52,123,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$49,226,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,393,758
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,848,826
Employer contributions (assets) at end of year2011-12-31$2,141,419
Employer contributions (assets) at beginning of year2011-12-31$2,486,578
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,386,574
Contract administrator fees2011-12-31$164,382
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
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 name2011-12-31DENT, BAKER & COMPANY, LLP
Accountancy firm EIN2011-12-31630352192
2010 : O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$10,927,148
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,838,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,335,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,317,623
Value of total assets at end of year2010-12-31$51,815,516
Value of total assets at beginning of year2010-12-31$43,727,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$503,410
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$628,532
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$628,532
Administrative expenses professional fees incurred2010-12-31$168,572
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$503
Administrative expenses (other) incurred2010-12-31$236,038
Total non interest bearing cash at end of year2010-12-31$102,183
Total non interest bearing cash at beginning of year2010-12-31$77,416
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$8,088,374
Value of net assets at end of year (total assets less liabilities)2010-12-31$51,815,516
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$43,727,142
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$49,226,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$42,359,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,980,993
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$5,317,120
Employer contributions (assets) at end of year2010-12-31$2,486,578
Employer contributions (assets) at beginning of year2010-12-31$1,290,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,335,364
Contract administrator fees2010-12-31$98,800
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 name2010-12-31DENT, BAKER & COMPANY, LLP
Accountancy firm EIN2010-12-31630352192

Form 5500 Responses for O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES

2022: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained 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: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: O'NEAL STEEL CONSOLIDATED PENSION PLAN FOR SALARIED, HOURLY AND UNION EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458731
Policy instance 1
Insurance contract or identification number458731
Number of Individuals Covered837
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458731
Policy instance 1
Insurance contract or identification number458731
Number of Individuals Covered1179
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458731
Policy instance 1
Insurance contract or identification number458731
Number of Individuals Covered1185
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458731
Policy instance 1
Insurance contract or identification number458731
Number of Individuals Covered1544
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458731
Policy instance 1
Insurance contract or identification number458731
Number of Individuals Covered1735
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458731
Policy instance 1
Insurance contract or identification number458731
Number of Individuals Covered1760
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458731
Policy instance 1
Insurance contract or identification number458731
Number of Individuals Covered2135
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458731
Policy instance 1
Insurance contract or identification number458731
Number of Individuals Covered2166
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458731
Policy instance 1
Insurance contract or identification number458731
Number of Individuals Covered2451
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number458731
Policy instance 1
Insurance contract or identification number458731
Number of Individuals Covered2487
Insurance policy start date2012-08-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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