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WOLVERINE TUBE SAVINGS PLAN 401k Plan overview

Plan NameWOLVERINE TUBE SAVINGS PLAN
Plan identification number 003

WOLVERINE TUBE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WOLVERINE TUBE, INC. has sponsored the creation of one or more 401k plans.

Company Name:WOLVERINE TUBE, INC.
Employer identification number (EIN):630970812
NAIC Classification:331400

Additional information about WOLVERINE TUBE, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1993-08-13
Company Identification Number: 0011481506
Legal Registered Office Address: 2100 MARKET ST NE

DECATUR
United States of America (USA)
35601

More information about WOLVERINE TUBE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOLVERINE TUBE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01ELGIN EDMONDS2023-10-03
0032021-01-01ELGIN EDMONDS2022-10-15
0032020-01-01ELGIN EDMONDS2021-10-15
0032019-01-01
0032019-01-01
0032018-01-01
0032018-01-01
0032017-01-01MIKE DAVIS
0032017-01-01MIKE DAVIS
0032016-01-01DAVID YOCKEL DAVID YOCKEL2018-05-04
0032016-01-01 DAVID YOCKEL2017-10-16
0032016-01-01 DAVID YOCKEL2017-10-16
0032015-01-01DAVID YOCKEL DAVID YOCKEL2016-10-17
0032015-01-01 DAVID YOCKEL2016-10-17
0032014-01-01DAVID YOCKEL DAVID YOCKEL2015-10-15
0032013-01-01DAVID YOCKEL DAVID YOCKEL2014-10-15
0032012-01-01TERI HOLLAND BARBARA PARRENT2013-09-25
0032011-01-01TERI HOLLAND BARBARA PARRENT2012-10-15
0032009-01-01TERI HOLLAND KEVIN MCCARTHY2010-09-29

Plan Statistics for WOLVERINE TUBE SAVINGS PLAN

401k plan membership statisitcs for WOLVERINE TUBE SAVINGS PLAN

Measure Date Value
2022: WOLVERINE TUBE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01394
Total number of active participants reported on line 7a of the Form 55002022-01-01201
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01175
Total of all active and inactive participants2022-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01379
Number of participants with account balances2022-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0129
2021: WOLVERINE TUBE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01349
Total number of active participants reported on line 7a of the Form 55002021-01-01220
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01171
Total of all active and inactive participants2021-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01394
Number of participants with account balances2021-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: WOLVERINE TUBE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01303
Total number of active participants reported on line 7a of the Form 55002020-01-01197
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01149
Total of all active and inactive participants2020-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01349
Number of participants with account balances2020-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: WOLVERINE TUBE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01301
Total number of active participants reported on line 7a of the Form 55002019-01-01160
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01141
Total of all active and inactive participants2019-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01303
Number of participants with account balances2019-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: WOLVERINE TUBE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01210
Total number of active participants reported on line 7a of the Form 55002018-01-01129
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01169
Total of all active and inactive participants2018-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01301
Number of participants with account balances2018-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: WOLVERINE TUBE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01737
Total number of active participants reported on line 7a of the Form 55002017-01-0152
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01154
Total of all active and inactive participants2017-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01210
Number of participants with account balances2017-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: WOLVERINE TUBE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01736
Total number of active participants reported on line 7a of the Form 55002016-01-01573
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01160
Total of all active and inactive participants2016-01-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01737
Number of participants with account balances2016-01-01737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: WOLVERINE TUBE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01796
Total number of active participants reported on line 7a of the Form 55002015-01-01514
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01219
Total of all active and inactive participants2015-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01736
Number of participants with account balances2015-01-01736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: WOLVERINE TUBE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01830
Total number of active participants reported on line 7a of the Form 55002014-01-01556
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01238
Total of all active and inactive participants2014-01-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01796
Number of participants with account balances2014-01-01796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0174
2013: WOLVERINE TUBE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01967
Total number of active participants reported on line 7a of the Form 55002013-01-01569
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-01257
Total of all active and inactive participants2013-01-01830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01830
Number of participants with account balances2013-01-01821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0151
2012: WOLVERINE TUBE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01999
Total number of active participants reported on line 7a of the Form 55002012-01-01711
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-01250
Total of all active and inactive participants2012-01-01967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01967
Number of participants with account balances2012-01-01967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0151
2011: WOLVERINE TUBE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01947
Total number of active participants reported on line 7a of the Form 55002011-01-01748
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-01245
Total of all active and inactive participants2011-01-01999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01999
Number of participants with account balances2011-01-01999
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0156
2009: WOLVERINE TUBE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,114
Total number of active participants reported on line 7a of the Form 55002009-01-01674
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-01262
Total of all active and inactive participants2009-01-01941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01942
Number of participants with account balances2009-01-01942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0144

Financial Data on WOLVERINE TUBE SAVINGS PLAN

Measure Date Value
2022 : WOLVERINE TUBE SAVINGS PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,416,573
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,998,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,898,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,095,583
Value of total assets at end of year2022-12-31$12,768,005
Value of total assets at beginning of year2022-12-31$16,182,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$99,691
Total interest from all sources2022-12-31$4,827
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$538,221
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$538,221
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$681,510
Participant contributions at end of year2022-12-31$93,119
Participant contributions at beginning of year2022-12-31$87,264
Assets. Other investments not covered elsewhere at end of year2022-12-31$43,315
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$62,107
Other income not declared elsewhere2022-12-31$30,786
Administrative expenses (other) incurred2022-12-31$99,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,414,913
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,768,005
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,182,918
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,647,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,047,376
Interest on participant loans2022-12-31$4,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,983,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,986,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,085,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$414,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,898,649
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 name2022-12-31WARREN AVERETT, LLC
Accountancy firm EIN2022-12-31454084437
2021 : WOLVERINE TUBE SAVINGS PLAN 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$2,772,219
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,453,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,362,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$838,869
Value of total assets at end of year2021-12-31$16,182,918
Value of total assets at beginning of year2021-12-31$15,863,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$90,452
Total interest from all sources2021-12-31$3,948
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$895,746
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$895,746
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$586,821
Participant contributions at end of year2021-12-31$87,264
Participant contributions at beginning of year2021-12-31$40,470
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$12,900
Assets. Other investments not covered elsewhere at end of year2021-12-31$62,107
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$58,903
Other income not declared elsewhere2021-12-31$15,057
Administrative expenses (other) incurred2021-12-31$90,452
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$319,005
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,182,918
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,863,913
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,047,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,203,055
Interest on participant loans2021-12-31$3,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,986,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,539,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,018,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$252,048
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$9,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,362,762
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 name2021-12-31WARREN AVERETT, LLC
Accountancy firm EIN2021-12-31454084437
2020 : WOLVERINE TUBE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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
Total income from all sources (including contributions)2020-12-31$2,787,998
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$689,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$614,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$804,638
Value of total assets at end of year2020-12-31$15,863,913
Value of total assets at beginning of year2020-12-31$13,765,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,415
Total interest from all sources2020-12-31$2,194
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$449,767
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$449,767
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$468,104
Participant contributions at end of year2020-12-31$40,470
Participant contributions at beginning of year2020-12-31$41,778
Participant contributions at end of year2020-12-31$12,900
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$58,903
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$55,543
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$48,447
Other income not declared elsewhere2020-12-31$15,000
Administrative expenses (other) incurred2020-12-31$75,415
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
Value of net income/loss2020-12-31$2,098,518
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,863,913
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,765,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,203,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,792,057
Interest on participant loans2020-12-31$2,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,539,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,876,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,516,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$288,087
Employer contributions (assets) at end of year2020-12-31$9,190
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$614,065
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WARREN AVERETT, LLC
Accountancy firm EIN2020-12-31454084437
2019 : WOLVERINE TUBE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,949,140
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,790,443
Total of all expenses incurred2019-12-31$1,790,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,725,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$651,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$651,631
Value of total assets at end of year2019-12-31$13,765,395
Value of total assets at end of year2019-12-31$13,765,395
Value of total assets at beginning of year2019-12-31$12,606,698
Value of total assets at beginning of year2019-12-31$12,606,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,894
Total interest from all sources2019-12-31$89,937
Total interest from all sources2019-12-31$89,937
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$142,924
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$142,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$142,924
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$142,924
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$375,225
Contributions received from participants2019-12-31$375,225
Participant contributions at end of year2019-12-31$41,778
Participant contributions at end of year2019-12-31$41,778
Participant contributions at beginning of year2019-12-31$84,740
Participant contributions at beginning of year2019-12-31$84,740
Assets. Other investments not covered elsewhere at end of year2019-12-31$55,543
Assets. Other investments not covered elsewhere at end of year2019-12-31$55,543
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$40,566
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$40,566
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$40,802
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$40,802
Other income not declared elsewhere2019-12-31$29,976
Administrative expenses (other) incurred2019-12-31$64,894
Administrative expenses (other) incurred2019-12-31$64,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,158,697
Value of net income/loss2019-12-31$1,158,697
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,765,395
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,765,395
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,606,698
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,606,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,792,057
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,792,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,470,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,470,723
Interest on participant loans2019-12-31$2,613
Interest on participant loans2019-12-31$2,613
Interest earned on other investments2019-12-31$87,324
Interest earned on other investments2019-12-31$87,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,876,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,876,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,010,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,010,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,034,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$235,604
Contributions received in cash from employer2019-12-31$235,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,725,549
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PEASE & ASSOCIATES, LLC
Accountancy firm name2019-12-31PEASE & ASSOCIATES, LLC
Accountancy firm EIN2019-12-31364267431
Accountancy firm EIN2019-12-31364267431
2018 : WOLVERINE TUBE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$186,742
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,311,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,199,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$505,288
Value of total assets at end of year2018-12-31$12,606,698
Value of total assets at beginning of year2018-12-31$14,731,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$111,872
Total interest from all sources2018-12-31$87,173
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$124,318
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$124,318
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$249,643
Participant contributions at end of year2018-12-31$84,740
Participant contributions at beginning of year2018-12-31$95,192
Assets. Other investments not covered elsewhere at end of year2018-12-31$40,566
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$52,668
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$106,764
Other income not declared elsewhere2018-12-31$9,735
Administrative expenses (other) incurred2018-12-31$111,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,125,026
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,606,698
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,731,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,470,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,787,914
Interest on participant loans2018-12-31$4,139
Interest earned on other investments2018-12-31$83,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,010,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,795,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-539,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$148,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,199,896
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PEASE & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31364267431
2017 : WOLVERINE TUBE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$18,507,312
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,331,636
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,350,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,245,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$899,616
Value of total assets at end of year2017-12-31$14,731,724
Value of total assets at beginning of year2017-12-31$31,257,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$105,043
Total interest from all sources2017-12-31$172,965
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$173,460
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$173,460
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$523,504
Participant contributions at end of year2017-12-31$95,192
Participant contributions at beginning of year2017-12-31$1,039,676
Assets. Other investments not covered elsewhere at end of year2017-12-31$52,668
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$121,611
Other income not declared elsewhere2017-12-31$14,955
Administrative expenses (other) incurred2017-12-31$105,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,981,588
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,731,724
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,257,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,787,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,845,889
Interest on participant loans2017-12-31$31,723
Interest earned on other investments2017-12-31$141,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$44
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,795,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,250,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,070,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$376,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,245,005
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US, LLP
Accountancy firm EIN2017-12-31420714325
2016 : WOLVERINE TUBE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,410,864
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,709,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,547,180
Expenses. Certain deemed distributions of participant loans2016-12-31$39,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,022,069
Value of total assets at end of year2016-12-31$31,257,448
Value of total assets at beginning of year2016-12-31$31,556,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$122,982
Total interest from all sources2016-12-31$242,706
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$266,824
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$266,824
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,081,855
Participant contributions at end of year2016-12-31$1,039,676
Participant contributions at beginning of year2016-12-31$1,059,661
Assets. Other investments not covered elsewhere at end of year2016-12-31$121,611
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$130,012
Other income not declared elsewhere2016-12-31$7,881
Administrative expenses (other) incurred2016-12-31$122,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-298,764
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,257,448
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,556,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,845,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,905,657
Interest on participant loans2016-12-31$48,547
Interest earned on other investments2016-12-31$194,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$44
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,250,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,460,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$871,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$940,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,547,180
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US, LLP
Accountancy firm EIN2016-12-31420714325
2015 : WOLVERINE TUBE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,527,583
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,263,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,157,799
Expenses. Certain deemed distributions of participant loans2015-12-31$2,500
Value of total corrective distributions2015-12-31$445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,121,968
Value of total assets at end of year2015-12-31$31,556,212
Value of total assets at beginning of year2015-12-31$32,292,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$103,073
Total interest from all sources2015-12-31$260,282
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$267,953
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$267,953
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,138,143
Participant contributions at end of year2015-12-31$1,059,661
Participant contributions at beginning of year2015-12-31$1,211,276
Assets. Other investments not covered elsewhere at end of year2015-12-31$130,012
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$68,720
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,565
Other income not declared elsewhere2015-12-31$7,319
Administrative expenses (other) incurred2015-12-31$103,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-736,234
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,556,212
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$32,292,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,905,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,574,515
Interest on participant loans2015-12-31$53,392
Interest earned on other investments2015-12-31$206,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,460,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,437,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-129,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$978,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,157,799
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US, LLP
Accountancy firm EIN2015-12-31420714325
2014 : WOLVERINE TUBE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,408,275
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,849,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,825,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,146,569
Value of total assets at end of year2014-12-31$32,292,446
Value of total assets at beginning of year2014-12-31$35,734,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,470
Total interest from all sources2014-12-31$225,374
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$216,211
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$216,211
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,152,763
Participant contributions at end of year2014-12-31$1,211,276
Participant contributions at beginning of year2014-12-31$1,075,737
Assets. Other investments not covered elsewhere at end of year2014-12-31$68,720
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$117,855
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,827
Other income not declared elsewhere2014-12-31$34,540
Administrative expenses (other) incurred2014-12-31$24,470
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,441,557
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,292,446
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,734,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,574,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,538,672
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$15,766,681
Interest on participant loans2014-12-31$52,763
Interest earned on other investments2014-12-31$172,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,437,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,235,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$120,353
Net investment gain/loss from pooled separate accounts2014-12-31$665,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$990,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,825,362
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY, LLP
Accountancy firm EIN2014-12-31420714325
2013 : WOLVERINE TUBE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,595,973
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$9,982,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,965,880
Value of total corrective distributions2013-12-31$666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,476,321
Value of total assets at end of year2013-12-31$35,734,003
Value of total assets at beginning of year2013-12-31$38,120,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,540
Total interest from all sources2013-12-31$272,305
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$109,197
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$109,197
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,347,616
Participant contributions at end of year2013-12-31$1,075,737
Participant contributions at beginning of year2013-12-31$1,292,713
Assets. Other investments not covered elsewhere at end of year2013-12-31$117,855
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$339,646
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$50,117
Other income not declared elsewhere2013-12-31$32,499
Administrative expenses (other) incurred2013-12-31$15,540
Total non interest bearing cash at end of year2013-12-31$20
Total non interest bearing cash at beginning of year2013-12-31$26
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-2,386,113
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,734,003
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$38,120,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,538,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,944,082
Value of interest in pooled separate accounts at end of year2013-12-31$15,766,681
Value of interest in pooled separate accounts at beginning of year2013-12-31$15,090,368
Interest on participant loans2013-12-31$56,755
Interest earned on other investments2013-12-31$215,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,235,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$14,453,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$817,071
Net investment gain/loss from pooled separate accounts2013-12-31$3,888,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,078,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,965,880
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SELLERS, RICHARDSON, HOLMAN & WEST
Accountancy firm EIN2013-12-31262732677
2012 : WOLVERINE TUBE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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
Total income from all sources (including contributions)2012-12-31$6,428,891
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,241,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,217,833
Expenses. Certain deemed distributions of participant loans2012-12-31$9,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,101,325
Value of total assets at end of year2012-12-31$38,120,116
Value of total assets at beginning of year2012-12-31$34,933,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,092
Total interest from all sources2012-12-31$351,852
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$134,232
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$134,232
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,715,856
Participant contributions at end of year2012-12-31$1,292,713
Participant contributions at beginning of year2012-12-31$1,337,002
Assets. Other investments not covered elsewhere at end of year2012-12-31$339,646
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$327,977
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$51,818
Other income not declared elsewhere2012-12-31$34,912
Administrative expenses (other) incurred2012-12-31$14,092
Total non interest bearing cash at end of year2012-12-31$26
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,187,048
Value of net assets at end of year (total assets less liabilities)2012-12-31$38,120,116
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,933,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,944,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,467,231
Value of interest in pooled separate accounts at end of year2012-12-31$15,090,368
Value of interest in pooled separate accounts at beginning of year2012-12-31$13,475,808
Interest on participant loans2012-12-31$63,745
Interest earned on other investments2012-12-31$288,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$14,453,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$14,325,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$673,116
Net investment gain/loss from pooled separate accounts2012-12-31$2,133,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$1,333,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,217,833
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SELLERS, RICHARDSON, HOLMAN & WEST
Accountancy firm EIN2012-12-31262732677
2011 : WOLVERINE TUBE SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$48,112
Total unrealized appreciation/depreciation of assets2011-12-31$48,112
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$3,367,443
Total loss/gain on sale of assets2011-12-31$-48,112
Total of all expenses incurred2011-12-31$2,460,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,444,696
Value of total corrective distributions2011-12-31$1,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,385,915
Value of total assets at end of year2011-12-31$34,933,068
Value of total assets at beginning of year2011-12-31$34,025,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,924
Total interest from all sources2011-12-31$378,864
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$113,700
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$113,700
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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$1,733,138
Participant contributions at end of year2011-12-31$1,337,002
Participant contributions at beginning of year2011-12-31$1,216,554
Assets. Other investments not covered elsewhere at end of year2011-12-31$327,977
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$367,764
Other income not declared elsewhere2011-12-31$14,907
Administrative expenses (other) incurred2011-12-31$13,924
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$907,265
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,933,068
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,025,803
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
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,467,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,727,642
Value of interest in pooled separate accounts at end of year2011-12-31$13,475,808
Value of interest in pooled separate accounts at beginning of year2011-12-31$14,499,321
Interest on participant loans2011-12-31$66,559
Interest earned on other investments2011-12-31$312,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$14,325,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$13,214,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-388,740
Net investment gain/loss from pooled separate accounts2011-12-31$-137,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$123
Contributions received in cash from employer2011-12-31$1,652,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,444,696
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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$31
Aggregate carrying amount (costs) on sale of assets2011-12-31$48,143
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 name2011-12-31SELLERS, RICHARDSON, HOLMAN & WEST
Accountancy firm EIN2011-12-31262732677
2010 : WOLVERINE TUBE SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$118,194
Total unrealized appreciation/depreciation of assets2010-12-31$118,194
Total transfer of assets from this plan2010-12-31$229,002
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$6,309,001
Total loss/gain on sale of assets2010-12-31$-120,044
Total of all expenses incurred2010-12-31$3,465,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,416,365
Expenses. Certain deemed distributions of participant loans2010-12-31$34,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,117,865
Value of total assets at end of year2010-12-31$34,025,803
Value of total assets at beginning of year2010-12-31$31,411,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,080
Total interest from all sources2010-12-31$439,256
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$15,958
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$15,958
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,553,993
Participant contributions at end of year2010-12-31$1,216,554
Participant contributions at beginning of year2010-12-31$1,254,468
Assets. Other investments not covered elsewhere at end of year2010-12-31$367,764
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$282,174
Other income not declared elsewhere2010-12-31$43,266
Administrative expenses (other) incurred2010-12-31$14,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,843,779
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,025,803
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,411,026
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$4,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,727,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$14,499,321
Value of interest in pooled separate accounts at beginning of year2010-12-31$17,022,601
Interest on participant loans2010-12-31$70,228
Interest earned on other investments2010-12-31$369,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$13,214,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$12,844,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$62,168
Net investment gain/loss from pooled separate accounts2010-12-31$2,632,338
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
Assets. Invements in employer securities at end of year2010-12-31$123
Assets. Invements in employer securities at beginning of year2010-12-31$2,506
Contributions received in cash from employer2010-12-31$1,563,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,416,365
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$533
Aggregate carrying amount (costs) on sale of assets2010-12-31$120,577
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 name2010-12-31SELLERS, RICHARDSON, HOLMAN, & WEST
Accountancy firm EIN2010-12-31262732677
2009 : WOLVERINE TUBE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WOLVERINE TUBE SAVINGS PLAN

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038349
Policy instance 1
Insurance contract or identification number038349
Number of Individuals Covered379
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038349
Policy instance 1
Insurance contract or identification number038349
Number of Individuals Covered394
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,134
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,134
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038349
Policy instance 1
Insurance contract or identification number038349
Number of Individuals Covered349
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,941
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,941
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038349
Policy instance 1
Insurance contract or identification number038349
Number of Individuals Covered303
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 $5,885
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5885
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038349
Policy instance 1
Insurance contract or identification number038349
Number of Individuals Covered301
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 $6,132
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6132
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38349-001
Policy instance 1
Insurance contract or identification number38349-001
Number of Individuals Covered210
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 $11,238
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11238
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameM HOLDINGS SECURITIES, INC.

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