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LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 401k Plan overview

Plan NameLORD ELECTRIC COMPANY OF PUERTO RICO, INC.
Plan identification number 001

LORD ELECTRIC COMPANY OF PUERTO RICO, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

LORD ELECTRIC COMPANY OF PR, INC has sponsored the creation of one or more 401k plans.

Company Name:LORD ELECTRIC COMPANY OF PR, INC
Employer identification number (EIN):660663585
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LORD ELECTRIC COMPANY OF PUERTO RICO, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CESAR ROMAN
0012016-01-01CESAR ROMAN
0012015-01-01CESAR ROMAN
0012014-01-01CESAR ROMAN
0012014-01-01CESAR ROMAN
0012013-01-01CESAR ROMAN
0012012-01-01CESAR ROMAN
0012011-01-01CESAR ROMAN
0012010-01-01CESAR ROMAN

Plan Statistics for LORD ELECTRIC COMPANY OF PUERTO RICO, INC.

401k plan membership statisitcs for LORD ELECTRIC COMPANY OF PUERTO RICO, INC.

Measure Date Value
2022: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01107
Total number of active participants reported on line 7a of the Form 55002022-01-0179
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01108
Number of participants with account balances2022-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01112
Total number of active participants reported on line 7a of the Form 55002021-01-0179
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01112
Number of participants with account balances2021-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01108
Total number of active participants reported on line 7a of the Form 55002020-01-0179
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01107
Number of participants with account balances2020-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01123
Total number of active participants reported on line 7a of the Form 55002019-01-0196
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01115
Number of participants with account balances2019-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-0186
Total number of active participants reported on line 7a of the Form 55002018-01-0180
Number of retired or separated participants receiving benefits2018-01-0127
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01123
Number of participants with account balances2018-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-0186
Total number of active participants reported on line 7a of the Form 55002017-01-0165
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0185
Number of participants with account balances2017-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-0185
Total number of active participants reported on line 7a of the Form 55002016-01-0166
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0185
Number of participants with account balances2016-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01115
Total number of active participants reported on line 7a of the Form 55002015-01-0165
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0182
Number of participants with account balances2015-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-0190
Total number of active participants reported on line 7a of the Form 55002014-01-0197
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01110
Number of participants with account balances2014-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01103
Total number of active participants reported on line 7a of the Form 55002013-01-01210
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01226
Number of participants with account balances2013-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01110
Total number of active participants reported on line 7a of the Form 55002012-01-0175
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01103
Total participants2012-01-01103
Number of participants with account balances2012-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01102
Total number of active participants reported on line 7a of the Form 55002011-01-0175
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01110
Number of participants with account balances2011-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01106
Total number of active participants reported on line 7a of the Form 55002010-01-0172
Number of retired or separated participants receiving benefits2010-01-019
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01102
Number of participants with account balances2010-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018

Financial Data on LORD ELECTRIC COMPANY OF PUERTO RICO, INC.

Measure Date Value
2022 : LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 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$0
Total income from all sources (including contributions)2022-12-31$-675,880
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$315,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$226,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$813,175
Value of total assets at end of year2022-12-31$9,561,890
Value of total assets at beginning of year2022-12-31$10,553,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$88,858
Total interest from all sources2022-12-31$21,934
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31No
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$358,690
Participant contributions at end of year2022-12-31$89,568
Participant contributions at beginning of year2022-12-31$102,722
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$234
Administrative expenses (other) incurred2022-12-31$16,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-991,627
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,561,890
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,553,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$60,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,162,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,392,905
Value of interest in pooled separate accounts at end of year2022-12-31$2,399,830
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,864,443
Interest on participant loans2022-12-31$5,410
Interest earned on other investments2022-12-31$6,939
Value of interest in common/collective trusts at end of year2022-12-31$5,878,649
Value of interest in common/collective trusts at beginning of year2022-12-31$6,193,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$31,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$9,585
Net investment gain/loss from pooled separate accounts2022-12-31$-676,155
Net investment gain or loss from common/collective trusts2022-12-31$-834,834
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$454,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$226,889
Contract administrator fees2022-12-31$11,652
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31FPV & GALINDEZ
Accountancy firm EIN2022-12-31660703468
2021 : LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 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$2,248,519
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$260,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$162,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,118,039
Value of total assets at end of year2021-12-31$10,553,517
Value of total assets at beginning of year2021-12-31$8,565,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$97,932
Total interest from all sources2021-12-31$37,972
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$302,735
Participant contributions at end of year2021-12-31$102,722
Participant contributions at beginning of year2021-12-31$124,847
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$234
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$389
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$1,987,824
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,553,517
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,565,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$30,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,392,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,591,224
Value of interest in pooled separate accounts at end of year2021-12-31$2,864,443
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,849,233
Interest on participant loans2021-12-31$6,244
Interest earned on other investments2021-12-31$31,728
Value of interest in common/collective trusts at end of year2021-12-31$6,193,213
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$830,495
Net investment gain or loss from common/collective trusts2021-12-31$262,013
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$815,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$162,763
Contract administrator fees2021-12-31$67,920
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31FPV & GALINDEZ
Accountancy firm EIN2021-12-31660703468
2020 : LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 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$1,139,234
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$277,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$210,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$307,602
Value of total assets at end of year2020-12-31$8,565,693
Value of total assets at beginning of year2020-12-31$7,704,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$67,025
Total interest from all sources2020-12-31$8,378
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$37,761
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$37,761
Was this plan covered by a fidelity bond2020-12-31No
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$249,003
Participant contributions at end of year2020-12-31$124,847
Participant contributions at beginning of year2020-12-31$186,313
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$948
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$602
Administrative expenses (other) incurred2020-12-31$67,025
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$861,309
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,565,693
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,704,384
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$1,591,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,136,055
Value of interest in pooled separate accounts at end of year2020-12-31$6,849,233
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,380,466
Interest on participant loans2020-12-31$8,378
Net investment gain/loss from pooled separate accounts2020-12-31$785,493
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$58,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$210,900
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 name2020-12-31FPV & GALINDEZ
Accountancy firm EIN2020-12-31660703468
2019 : LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$993,751
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$993,751
Total unrealized appreciation/depreciation of assets2019-12-31$993,751
Total unrealized appreciation/depreciation of assets2019-12-31$993,751
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$1,586,402
Total income from all sources (including contributions)2019-12-31$1,586,402
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$832,140
Total of all expenses incurred2019-12-31$832,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$784,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$784,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$424,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$424,603
Value of total assets at end of year2019-12-31$7,704,384
Value of total assets at end of year2019-12-31$7,704,384
Value of total assets at beginning of year2019-12-31$6,950,122
Value of total assets at beginning of year2019-12-31$6,950,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,671
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$75,206
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$75,206
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$75,206
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$75,206
Was this plan covered by a fidelity bond2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
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$424,603
Contributions received from participants2019-12-31$424,603
Participant contributions at end of year2019-12-31$186,313
Participant contributions at end of year2019-12-31$186,313
Participant contributions at beginning of year2019-12-31$321,128
Participant contributions at beginning of year2019-12-31$321,128
Participant contributions at end of year2019-12-31$948
Participant contributions at end of year2019-12-31$948
Participant contributions at beginning of year2019-12-31$394
Participant contributions at beginning of year2019-12-31$394
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$602
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$602
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$47,671
Administrative expenses (other) incurred2019-12-31$47,671
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$754,262
Value of net income/loss2019-12-31$754,262
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,704,384
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,704,384
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,950,122
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,950,122
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$1,136,055
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,136,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,628,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,628,600
Value of interest in pooled separate accounts at end of year2019-12-31$6,380,466
Value of interest in pooled separate accounts at end of year2019-12-31$6,380,466
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$92,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$92,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$784,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$784,469
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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 name2019-12-31FPV & GALINDEZ
Accountancy firm EIN2019-12-31660703468
Accountancy firm EIN2019-12-31660703468
2018 : LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 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$223,851
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,160,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,516,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$111,471
Value of total assets at end of year2018-12-31$6,950,122
Value of total assets at beginning of year2018-12-31$8,886,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$643,759
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$112,380
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$112,380
Administrative expenses professional fees incurred2018-12-31$95,731
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$111,471
Participant contributions at end of year2018-12-31$321,128
Participant contributions at beginning of year2018-12-31$318,985
Participant contributions at end of year2018-12-31$394
Participant contributions at beginning of year2018-12-31$278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$548,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,936,391
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,950,122
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,886,513
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$6,628,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,567,250
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,516,483
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31FPV & GALINDEZ
Accountancy firm EIN2018-12-31660703468
2017 : LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,262,207
Total unrealized appreciation/depreciation of assets2017-12-31$1,262,207
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$6,788
Total income from all sources (including contributions)2017-12-31$1,481,545
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,026,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$980,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$111,622
Value of total assets at end of year2017-12-31$8,886,513
Value of total assets at beginning of year2017-12-31$8,437,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,137
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$107,716
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$107,716
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$111,622
Participant contributions at end of year2017-12-31$318,985
Participant contributions at beginning of year2017-12-31$361,206
Participant contributions at end of year2017-12-31$278
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$38
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$6,788
Administrative expenses (other) incurred2017-12-31$45,137
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$455,439
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,886,513
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,431,074
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$8,567,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,076,618
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$980,969
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 name2017-12-31FPV & GALINDEZ
Accountancy firm EIN2017-12-31660703468
2016 : LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$161,215
Total unrealized appreciation/depreciation of assets2016-12-31$161,215
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,788
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,037
Total income from all sources (including contributions)2016-12-31$675,427
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$395,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$354,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$126,430
Value of total assets at end of year2016-12-31$8,437,862
Value of total assets at beginning of year2016-12-31$8,166,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,990
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$387,782
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$387,782
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$126,430
Participant contributions at end of year2016-12-31$361,206
Participant contributions at beginning of year2016-12-31$281,141
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$38
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$6,788
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$15,037
Administrative expenses (other) incurred2016-12-31$40,990
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$279,985
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,431,074
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,151,089
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$8,076,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,882,741
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$354,452
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FPV & GALINDEZ
Accountancy firm EIN2016-12-31660703468
2015 : LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-592,186
Total unrealized appreciation/depreciation of assets2015-12-31$-592,186
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$79,707
Total income from all sources (including contributions)2015-12-31$95,150
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$856,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$817,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$225,625
Value of total assets at end of year2015-12-31$8,166,126
Value of total assets at beginning of year2015-12-31$8,992,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,045
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$461,711
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$461,711
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$193,224
Participant contributions at end of year2015-12-31$281,141
Participant contributions at beginning of year2015-12-31$401,372
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,244
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$10
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$15,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$79,707
Administrative expenses (other) incurred2015-12-31$39,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-761,321
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,151,089
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,912,410
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$7,882,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,988,950
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$32,401
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$601,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$817,426
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31FPV & GALINDEZ
Accountancy firm EIN2015-12-31660703468
2014 : LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 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$79,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,827
Total income from all sources (including contributions)2014-12-31$1,343,087
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$428,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$403,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$786,969
Value of total assets at end of year2014-12-31$8,992,117
Value of total assets at beginning of year2014-12-31$8,001,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,676
Total interest from all sources2014-12-31$160,330
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$395,788
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$395,788
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 period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$135,658
Participant contributions at end of year2014-12-31$401,372
Participant contributions at beginning of year2014-12-31$176,868
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$10
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$79,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,827
Administrative expenses (other) incurred2014-12-31$24,676
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$914,548
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,912,410
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,997,862
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$7,988,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,322,539
Interest earned on other investments2014-12-31$160,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$651,311
Employer contributions (assets) at end of year2014-12-31$601,785
Employer contributions (assets) at beginning of year2014-12-31$502,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$403,863
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31FPV & GALINDEZ
Accountancy firm EIN2014-12-31660703468
2013 : LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$833,621
Total unrealized appreciation/depreciation of assets2013-12-31$833,621
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,827
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$1,658,546
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$368,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$354,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$641,970
Value of total assets at end of year2013-12-31$8,001,689
Value of total assets at beginning of year2013-12-31$6,708,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,680
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$182,955
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$182,955
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$139,689
Participant contributions at end of year2013-12-31$176,868
Participant contributions at beginning of year2013-12-31$183,329
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$10,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,827
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$1,289,693
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,997,862
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,708,169
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$6,284,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,208,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,038,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,106,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,106,392
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$502,281
Employer contributions (assets) at end of year2013-12-31$502,282
Employer contributions (assets) at beginning of year2013-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$354,173
Contract administrator fees2013-12-31$14,680
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 name2013-12-31FPV & GALINDEZ CPA'S PSC
Accountancy firm EIN2013-12-31660703468
2012 : LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$607,084
Total unrealized appreciation/depreciation of assets2012-12-31$607,084
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$1,004,690
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$510,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$481,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$327,015
Value of total assets at end of year2012-12-31$6,798,098
Value of total assets at beginning of year2012-12-31$6,303,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,672
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$152,837
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$152,837
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$127,015
Participant contributions at end of year2012-12-31$183,329
Participant contributions at beginning of year2012-12-31$181,353
Participant contributions at end of year2012-12-31$10,204
Participant contributions at beginning of year2012-12-31$9,249
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$273,802
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$318,368
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$494,216
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,798,098
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,303,882
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$5,208,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,509,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,105,907
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,266,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,266,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-82,246
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$200,000
Employer contributions (assets) at end of year2012-12-31$200,000
Employer contributions (assets) at beginning of year2012-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$481,802
Contract administrator fees2012-12-31$28,672
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31FPV & GALINDEZ CPA'S PSC
Accountancy firm EIN2012-12-31660703468
2011 : LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$199,636
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$278,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$254,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$311,498
Value of total assets at end of year2011-12-31$6,170,026
Value of total assets at beginning of year2011-12-31$6,248,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,273
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$107,239
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$107,239
Was this plan covered by a fidelity bond2011-12-31No
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$111,498
Participant contributions at end of year2011-12-31$181,353
Participant contributions at beginning of year2011-12-31$218,263
Participant contributions at end of year2011-12-31$9,249
Participant contributions at beginning of year2011-12-31$16,837
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$318,368
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-78,804
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,170,026
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,248,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,509,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,721,306
Interest on participant loans2011-12-31$32,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,269,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,292,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,292,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-219,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$200,000
Employer contributions (assets) at end of year2011-12-31$200,000
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$254,167
Contract administrator fees2011-12-31$24,273
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FPV & GALINDEZ CPA' PSC
Accountancy firm EIN2011-12-31660703468
2010 : LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$389,405
Total unrealized appreciation/depreciation of assets2010-12-31$389,405
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$606,167
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$622,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$597,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$122,954
Value of total assets at end of year2010-12-31$6,248,830
Value of total assets at beginning of year2010-12-31$6,265,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25,297
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$93,808
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$93,808
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$122,954
Participant contributions at end of year2010-12-31$218,263
Participant contributions at beginning of year2010-12-31$389,084
Participant contributions at end of year2010-12-31$16,837
Participant contributions at beginning of year2010-12-31$24,639
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-16,508
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,248,830
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,265,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,721,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,441,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,292,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,404,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,404,444
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$5,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$597,378
Contract administrator fees2010-12-31$25,297
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FVP & GALINDEZ CPA'S PSC
Accountancy firm EIN2010-12-31660703346

Form 5500 Responses for LORD ELECTRIC COMPANY OF PUERTO RICO, INC.

2022: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 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 - TrustYes
2020: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 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 - TrustYes
2019: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 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 - TrustYes
2018: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LORD ELECTRIC COMPANY OF PUERTO RICO, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number769266-P1
Policy instance 1
Insurance contract or identification number769266-P1
Number of Individuals Covered108
Insurance policy start date2022-09-10
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,335
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 $1,335
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 86430-1
Policy instance 1
Insurance contract or identification numberRM 86430-1
Number of Individuals Covered106
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $22,235
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 $10,324
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 86430-1
Policy instance 1
Insurance contract or identification numberRM 86430-1
Number of Individuals Covered101
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $9,674
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 $3,747
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 86430-1
Policy instance 1
Insurance contract or identification numberRM 86430-1
Number of Individuals Covered115
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $50,678
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 $22,092
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3

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