USS-UPI, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan USS-POSCO INDUSTRIES PENSION PLAN FOR NON-UNION SALARIED EMPLOYEES
401k plan membership statisitcs for USS-POSCO INDUSTRIES PENSION PLAN FOR NON-UNION SALARIED EMPLOYEES
Measure | Date | Value |
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2016: USS-POSCO INDUSTRIES PENSION PLAN FOR NON-UNION SALARIED EMPLOYEES 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 81,559,766 |
Acturial value of plan assets | 2016-12-31 | 85,198,420 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 33,828,799 |
Number of terminated vested participants | 2016-12-31 | 37 |
Fundng target for terminated vested participants | 2016-12-31 | 2,381,119 |
Active participant vested funding target | 2016-12-31 | 37,337,020 |
Number of active participants | 2016-12-31 | 108 |
Total funding liabilities for active participants | 2016-12-31 | 37,537,518 |
Total participant count | 2016-12-31 | 325 |
Total funding target for all participants | 2016-12-31 | 73,747,436 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 12,231,726 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 12,231,726 |
Present value of excess contributions | 2016-12-31 | 267,325 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 284,220 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 284,220 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 12,422,985 |
Total employer contributions | 2016-12-31 | 750,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 694,010 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 175,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 175,000 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 175,000 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 694,010 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 325 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: USS-POSCO INDUSTRIES PENSION PLAN FOR NON-UNION SALARIED EMPLOYEES 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 325 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 165 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 37 |
Total of all active and inactive participants | 2015-01-01 | 310 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 15 |
Total participants | 2015-01-01 | 325 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: USS-POSCO INDUSTRIES PENSION PLAN FOR NON-UNION SALARIED EMPLOYEES 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 327 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 109 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 166 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 36 |
Total of all active and inactive participants | 2014-01-01 | 311 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 14 |
Total participants | 2014-01-01 | 325 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: USS-POSCO INDUSTRIES PENSION PLAN FOR NON-UNION SALARIED EMPLOYEES 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 323 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 117 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 159 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 37 |
Total of all active and inactive participants | 2013-01-01 | 313 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 14 |
Total participants | 2013-01-01 | 327 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: USS-POSCO INDUSTRIES PENSION PLAN FOR NON-UNION SALARIED EMPLOYEES 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 328 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 125 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 150 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 36 |
Total of all active and inactive participants | 2012-01-01 | 311 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 12 |
Total participants | 2012-01-01 | 323 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: USS-POSCO INDUSTRIES PENSION PLAN FOR NON-UNION SALARIED EMPLOYEES 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 330 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 125 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 152 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 39 |
Total of all active and inactive participants | 2011-01-01 | 316 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 12 |
Total participants | 2011-01-01 | 328 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: USS-POSCO INDUSTRIES PENSION PLAN FOR NON-UNION SALARIED EMPLOYEES 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 336 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 130 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 148 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 45 |
Total of all active and inactive participants | 2009-01-01 | 323 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 13 |
Total participants | 2009-01-01 | 336 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2016 : USS-POSCO INDUSTRIES PENSION PLAN FOR NON-UNION SALARIED EMPLOYEES 2016 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $176,511 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $176,511 |
Total transfer of assets from this plan | 2016-12-31 | $80,611,049 |
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 | $199,790 |
Total income from all sources (including contributions) | 2016-12-31 | $6,931,163 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $7,685,157 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $7,375,185 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $750,000 |
Value of total assets at end of year | 2016-12-31 | $0 |
Value of total assets at beginning of year | 2016-12-31 | $81,564,833 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $309,972 |
Total interest from all sources | 2016-12-31 | $2,663 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $25,764 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $309,972 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $986,119 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $70,137 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $430,863 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $74,790 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-753,994 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $81,365,043 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $615,827 |
Interest earned on other investments | 2016-12-31 | $2,663 |
Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $78,961,887 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $2,587 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $5,973,638 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $750,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $500,000 |
Income. Dividends from common stock | 2016-12-31 | $25,764 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $7,375,185 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $125,000 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2016-12-31 | 910189318 |
2015 : USS-POSCO INDUSTRIES PENSION PLAN FOR NON-UNION SALARIED EMPLOYEES 2015 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $60,512 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $60,512 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $199,790 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $37,690 |
Total income from all sources (including contributions) | 2015-12-31 | $-87,286 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,653,700 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,418,921 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $623,189 |
Value of total assets at end of year | 2015-12-31 | $81,564,833 |
Value of total assets at beginning of year | 2015-12-31 | $85,143,719 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $234,779 |
Total interest from all sources | 2015-12-31 | $465 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $29,530 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $234,779 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $986,119 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $991,114 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $2,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $123,189 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $70,137 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $14,961 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $430,863 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $285,473 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $74,790 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $37,690 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-3,740,986 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $81,365,043 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $85,106,029 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $615,827 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $239,302 |
Interest earned on other investments | 2015-12-31 | $465 |
Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $78,961,887 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $79,112,869 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $-800,982 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $500,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $500,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $4,500,000 |
Income. Dividends from common stock | 2015-12-31 | $29,530 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,418,921 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $125,000 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | KPMG LLP |
Accountancy firm EIN | 2015-12-31 | 135565207 |
2014 : USS-POSCO INDUSTRIES PENSION PLAN FOR NON-UNION SALARIED EMPLOYEES 2014 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $125,723 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $125,723 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $37,690 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $412,103 |
Total income from all sources (including contributions) | 2014-12-31 | $11,280,746 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $3,447,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,312,590 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,628,919 |
Value of total assets at end of year | 2014-12-31 | $85,143,719 |
Value of total assets at beginning of year | 2014-12-31 | $77,685,221 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $135,245 |
Total interest from all sources | 2014-12-31 | $270 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $23,543 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $135,245 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $991,114 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $128,919 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $14,961 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $285,473 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $600,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $37,690 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $32,103 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $380,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $7,832,911 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $85,106,029 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $77,273,118 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $239,302 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $241,637 |
Interest earned on other investments | 2014-12-31 | $270 |
Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $79,112,869 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $73,843,584 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2014-12-31 | $6,502,291 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $4,500,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $4,500,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $3,000,000 |
Income. Dividends from common stock | 2014-12-31 | $23,543 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,312,590 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | KPMG LLP |
Accountancy firm EIN | 2014-12-31 | 135565207 |
2013 : USS-POSCO INDUSTRIES PENSION PLAN FOR NON-UNION SALARIED EMPLOYEES 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $412,103 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $16,662 |
Total income from all sources (including contributions) | 2013-12-31 | $13,615,108 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,025,977 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,883,346 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,141,896 |
Value of total assets at end of year | 2013-12-31 | $77,685,221 |
Value of total assets at beginning of year | 2013-12-31 | $66,700,649 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $142,631 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $141,896 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $600,000 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $32,103 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $16,662 |
Administrative expenses (other) incurred | 2013-12-31 | $142,631 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $380,000 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $10,589,131 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $77,273,118 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $66,683,987 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $241,637 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $637,912 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $73,843,584 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $62,062,737 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $10,473,212 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $3,000,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $3,000,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $4,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,883,346 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KPMG LLP |
Accountancy firm EIN | 2013-12-31 | 135565207 |
2012 : USS-POSCO INDUSTRIES PENSION PLAN FOR NON-UNION SALARIED EMPLOYEES 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $16,662 |
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 | $10,937,093 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,592,150 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,498,845 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,142,953 |
Value of total assets at end of year | 2012-12-31 | $66,700,649 |
Value of total assets at beginning of year | 2012-12-31 | $58,339,044 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $93,305 |
Total interest from all sources | 2012-12-31 | $661,839 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $142,953 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $16,662 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $93,305 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $8,344,943 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $66,683,987 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $58,339,044 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $637,912 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $45,999,412 |
Interest earned on other investments | 2012-12-31 | $661,839 |
Assets. Value of investments in 103.12 investment entities at end of year | 2012-12-31 | $62,062,737 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $8,089,632 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,982,013 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $3,150,288 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $4,000,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $4,000,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $4,250,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,498,845 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | KPMG LLP |
Accountancy firm EIN | 2012-12-31 | 135565207 |
2011 : USS-POSCO INDUSTRIES PENSION PLAN FOR NON-UNION SALARIED EMPLOYEES 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $5,495,315 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,439,392 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,415,309 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,389,222 |
Value of total assets at end of year | 2011-12-31 | $58,339,044 |
Value of total assets at beginning of year | 2011-12-31 | $55,283,121 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $24,083 |
Total interest from all sources | 2011-12-31 | $504,371 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $139,222 |
Other income not declared elsewhere | 2011-12-31 | $408,192 |
Administrative expenses (other) incurred | 2011-12-31 | $24,083 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $3,055,923 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $58,339,044 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $55,283,121 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $45,999,412 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $40,648,621 |
Interest earned on other investments | 2011-12-31 | $504,371 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $8,089,632 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $10,134,500 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $193,530 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $4,250,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $4,250,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $4,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,415,309 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2011-12-31 | 134008324 |
2010 : USS-POSCO INDUSTRIES PENSION PLAN FOR NON-UNION SALARIED EMPLOYEES 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $3,021 |
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 | $9,109,830 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,451,473 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,427,393 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,633,733 |
Value of total assets at end of year | 2010-12-31 | $55,283,121 |
Value of total assets at beginning of year | 2010-12-31 | $48,627,785 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $24,080 |
Total interest from all sources | 2010-12-31 | $696,170 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $133,733 |
Other income not declared elsewhere | 2010-12-31 | $-50,580 |
Administrative expenses (other) incurred | 2010-12-31 | $24,080 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $6,658,357 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $55,283,121 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $48,627,785 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $40,648,621 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $30,007,914 |
Interest earned on other investments | 2010-12-31 | $696,170 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $10,134,500 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $13,619,871 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $3,830,507 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $4,500,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $4,500,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $5,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,427,393 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2010-12-31 | 134008324 |
2009 : USS-POSCO INDUSTRIES PENSION PLAN FOR NON-UNION SALARIED EMPLOYEES 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |