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CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 401k Plan overview

Plan NameCARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS
Plan identification number 004

CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS Benefits

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

401k Sponsoring company profile

KALMAR SOLUTIONS, LLC has sponsored the creation of one or more 401k plans.

Company Name:KALMAR SOLUTIONS, LLC
Employer identification number (EIN):710891083
NAIC Classification:336990

Additional information about KALMAR SOLUTIONS, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1407292

More information about KALMAR SOLUTIONS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042021-10-01
0042020-10-01
0042019-10-01
0042018-10-01
0042017-10-01
0042016-10-01HOWARD CASE
0042015-10-01HOWARD T CASE HOWARD T CASE2017-07-13
0042014-10-012016-06-27
0042014-10-01HOWARD CASE
0042014-10-012016-06-27
0042013-10-01HOWARD T. CASE HOWARD T. CASE2015-07-15
0042012-10-01HOWARD T. CASE
0042011-10-01HOWARD CASE
0042010-10-01HOWARD CASE
0042009-10-01ROBERT WILLS

Plan Statistics for CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS

401k plan membership statisitcs for CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS

Measure Date Value
2021: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2021 401k membership
Total participants, beginning-of-year2021-10-01239
Total number of active participants reported on line 7a of the Form 55002021-10-01230
Number of retired or separated participants receiving benefits2021-10-012
Number of other retired or separated participants entitled to future benefits2021-10-0131
Total of all active and inactive participants2021-10-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01263
Number of participants with account balances2021-10-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-017
2020: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2020 401k membership
Total participants, beginning-of-year2020-10-01193
Total number of active participants reported on line 7a of the Form 55002020-10-01205
Number of retired or separated participants receiving benefits2020-10-013
Number of other retired or separated participants entitled to future benefits2020-10-0131
Total of all active and inactive participants2020-10-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01239
Number of participants with account balances2020-10-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-017
2019: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2019 401k membership
Total participants, beginning-of-year2019-10-01207
Total number of active participants reported on line 7a of the Form 55002019-10-01165
Number of retired or separated participants receiving benefits2019-10-013
Number of other retired or separated participants entitled to future benefits2019-10-0125
Total of all active and inactive participants2019-10-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01193
Number of participants with account balances2019-10-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-019
2018: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2018 401k membership
Total participants, beginning-of-year2018-10-01183
Total number of active participants reported on line 7a of the Form 55002018-10-01184
Number of retired or separated participants receiving benefits2018-10-013
Number of other retired or separated participants entitled to future benefits2018-10-0120
Total of all active and inactive participants2018-10-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01207
Number of participants with account balances2018-10-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-013
2017: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2017 401k membership
Total participants, beginning-of-year2017-10-01193
Total number of active participants reported on line 7a of the Form 55002017-10-01157
Number of retired or separated participants receiving benefits2017-10-014
Number of other retired or separated participants entitled to future benefits2017-10-0122
Total of all active and inactive participants2017-10-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01183
Number of participants with account balances2017-10-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-012
2016: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2016 401k membership
Total participants, beginning-of-year2016-10-01231
Total number of active participants reported on line 7a of the Form 55002016-10-01154
Number of retired or separated participants receiving benefits2016-10-014
Number of other retired or separated participants entitled to future benefits2016-10-0135
Total of all active and inactive participants2016-10-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01193
Number of participants with account balances2016-10-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-014
2015: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2015 401k membership
Total participants, beginning-of-year2015-10-01228
Total number of active participants reported on line 7a of the Form 55002015-10-01188
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0142
Total of all active and inactive participants2015-10-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-011
Total participants2015-10-01231
Number of participants with account balances2015-10-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-015
2014: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2014 401k membership
Total participants, beginning-of-year2014-10-01109
Total number of active participants reported on line 7a of the Form 55002014-10-01195
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0131
Total of all active and inactive participants2014-10-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-012
Total participants2014-10-01228
Number of participants with account balances2014-10-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-013
2013: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2013 401k membership
Total participants, beginning-of-year2013-10-01191
Total number of active participants reported on line 7a of the Form 55002013-10-0175
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0129
Total of all active and inactive participants2013-10-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-015
Total participants2013-10-01109
Number of participants with account balances2013-10-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-013
2012: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2012 401k membership
Total participants, beginning-of-year2012-10-01207
Total number of active participants reported on line 7a of the Form 55002012-10-01161
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0130
Total of all active and inactive participants2012-10-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01191
Number of participants with account balances2012-10-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-013
2011: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2011 401k membership
Total participants, beginning-of-year2011-10-01194
Total number of active participants reported on line 7a of the Form 55002011-10-01163
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0144
Total of all active and inactive participants2011-10-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01207
Number of participants with account balances2011-10-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2010 401k membership
Total participants, beginning-of-year2010-10-01173
Total number of active participants reported on line 7a of the Form 55002010-10-01152
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0142
Total of all active and inactive participants2010-10-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01194
Number of participants with account balances2010-10-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2009 401k membership
Total participants, beginning-of-year2009-10-01188
Total number of active participants reported on line 7a of the Form 55002009-10-01113
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0158
Total of all active and inactive participants2009-10-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01171
Number of participants with account balances2009-10-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-012

Financial Data on CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS

Measure Date Value
2022 : CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-716,469
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$798,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$738,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$1,229,953
Value of total assets at end of year2022-09-30$10,250,770
Value of total assets at beginning of year2022-09-30$11,766,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$60,298
Total interest from all sources2022-09-30$51,515
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$115,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$115,574
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$5,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$725,640
Participant contributions at end of year2022-09-30$592,314
Participant contributions at beginning of year2022-09-30$659,942
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$66,067
Other income not declared elsewhere2022-09-30$19,878
Administrative expenses (other) incurred2022-09-30$60,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-1,515,281
Value of net assets at end of year (total assets less liabilities)2022-09-30$10,250,770
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$11,766,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$4,572,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$4,760,452
Value of interest in pooled separate accounts at end of year2022-09-30$3,497,375
Value of interest in pooled separate accounts at beginning of year2022-09-30$4,802,267
Interest on participant loans2022-09-30$24,738
Interest earned on other investments2022-09-30$26,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$1,588,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$1,543,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-858,114
Net investment gain/loss from pooled separate accounts2022-09-30$-1,275,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$438,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$738,514
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30RSM US LLP
Accountancy firm EIN2022-09-30420714325
2021 : CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$3,207,431
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$3,111,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$3,050,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$892,472
Value of total assets at end of year2021-09-30$11,766,051
Value of total assets at beginning of year2021-09-30$11,670,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$61,511
Total interest from all sources2021-09-30$47,004
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$72,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$72,938
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$5,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$568,392
Participant contributions at end of year2021-09-30$659,942
Participant contributions at beginning of year2021-09-30$690,455
Other income not declared elsewhere2021-09-30$20,229
Administrative expenses (other) incurred2021-09-30$61,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$95,771
Value of net assets at end of year (total assets less liabilities)2021-09-30$11,766,051
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$11,670,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$4,760,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$3,536,256
Value of interest in pooled separate accounts at end of year2021-09-30$4,802,267
Value of interest in pooled separate accounts at beginning of year2021-09-30$6,540,161
Interest on participant loans2021-09-30$28,007
Interest earned on other investments2021-09-30$18,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$1,543,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$903,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$823,676
Net investment gain/loss from pooled separate accounts2021-09-30$1,351,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$324,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$3,050,149
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30RSM US LLP
Accountancy firm EIN2021-09-30420714325
2020 : CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,967,176
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$912,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$867,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$767,017
Value of total assets at end of year2020-09-30$11,670,280
Value of total assets at beginning of year2020-09-30$10,615,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$44,543
Total interest from all sources2020-09-30$46,035
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$85,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$85,788
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$5,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$478,771
Participant contributions at end of year2020-09-30$690,455
Participant contributions at beginning of year2020-09-30$562,815
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$13,411
Other income not declared elsewhere2020-09-30$7,466
Administrative expenses (other) incurred2020-09-30$44,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$1,054,878
Value of net assets at end of year (total assets less liabilities)2020-09-30$11,670,280
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$10,615,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$3,536,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$3,597,667
Value of interest in pooled separate accounts at end of year2020-09-30$6,540,161
Value of interest in pooled separate accounts at beginning of year2020-09-30$5,636,986
Interest on participant loans2020-09-30$27,836
Interest earned on other investments2020-09-30$18,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$903,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$817,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$-35,574
Net investment gain/loss from pooled separate accounts2020-09-30$1,096,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$274,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$867,755
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30RSM US LLP
Accountancy firm EIN2020-09-30420714325
2019 : CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total transfer of assets from this plan2019-09-30$19,658
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$1,313,909
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$1,637,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$1,619,895
Expenses. Certain deemed distributions of participant loans2019-09-30$-827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$896,637
Value of total assets at end of year2019-09-30$10,615,402
Value of total assets at beginning of year2019-09-30$10,959,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$18,886
Total interest from all sources2019-09-30$43,756
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$87,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$87,623
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$5,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$567,780
Participant contributions at end of year2019-09-30$562,815
Participant contributions at beginning of year2019-09-30$540,273
Participant contributions at beginning of year2019-09-30$11,311
Other income not declared elsewhere2019-09-30$6,351
Administrative expenses (other) incurred2019-09-30$18,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-324,045
Value of net assets at end of year (total assets less liabilities)2019-09-30$10,615,402
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$10,959,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$3,597,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$5,034,011
Value of interest in pooled separate accounts at end of year2019-09-30$5,636,986
Value of interest in pooled separate accounts at beginning of year2019-09-30$4,439,355
Interest on participant loans2019-09-30$23,737
Interest earned on other investments2019-09-30$20,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$817,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$927,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$62,036
Net investment gain/loss from pooled separate accounts2019-09-30$217,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$328,857
Employer contributions (assets) at beginning of year2019-09-30$6,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$1,619,895
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30RSM US LLP
Accountancy firm EIN2019-09-30420714325
2018 : CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total transfer of assets from this plan2018-09-30$52,654
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$1,669,776
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$1,216,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$1,213,542
Expenses. Certain deemed distributions of participant loans2018-09-30$-277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$800,192
Value of total assets at end of year2018-09-30$10,959,105
Value of total assets at beginning of year2018-09-30$10,558,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$3,178
Total interest from all sources2018-09-30$28,396
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$66,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$66,284
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$5,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$506,191
Participant contributions at end of year2018-09-30$540,273
Participant contributions at beginning of year2018-09-30$562,864
Participant contributions at end of year2018-09-30$11,311
Participant contributions at beginning of year2018-09-30$8,178
Other income not declared elsewhere2018-09-30$-14,073
Administrative expenses (other) incurred2018-09-30$3,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$453,333
Value of net assets at end of year (total assets less liabilities)2018-09-30$10,959,105
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$10,558,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$5,034,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$5,857,774
Value of interest in pooled separate accounts at end of year2018-09-30$4,439,355
Value of interest in pooled separate accounts at beginning of year2018-09-30$4,036,854
Interest on participant loans2018-09-30$19,698
Interest earned on other investments2018-09-30$8,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$927,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$87,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$279,780
Net investment gain/loss from pooled separate accounts2018-09-30$509,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$294,001
Employer contributions (assets) at end of year2018-09-30$6,566
Employer contributions (assets) at beginning of year2018-09-30$5,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$1,213,542
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30RSM US LLP
Accountancy firm EIN2018-09-30420714325
2017 : CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$1,984,516
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$520,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$483,094
Expenses. Certain deemed distributions of participant loans2017-09-30$1,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$727,430
Value of total assets at end of year2017-09-30$10,558,426
Value of total assets at beginning of year2017-09-30$9,094,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$36,040
Total interest from all sources2017-09-30$17,583
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$10,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$10,679
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$5,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$442,561
Participant contributions at end of year2017-09-30$562,864
Participant contributions at beginning of year2017-09-30$511,286
Participant contributions at end of year2017-09-30$8,178
Participant contributions at beginning of year2017-09-30$0
Other income not declared elsewhere2017-09-30$204,242
Administrative expenses (other) incurred2017-09-30$36,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$1,464,278
Value of net assets at end of year (total assets less liabilities)2017-09-30$10,558,426
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$9,094,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$5,857,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$7,796,794
Value of interest in pooled separate accounts at end of year2017-09-30$4,036,854
Value of interest in pooled separate accounts at beginning of year2017-09-30$0
Interest on participant loans2017-09-30$17,402
Interest earned on other investments2017-09-30$181
Value of interest in common/collective trusts at end of year2017-09-30$0
Value of interest in common/collective trusts at beginning of year2017-09-30$786,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$87,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$963,087
Net investment gain/loss from pooled separate accounts2017-09-30$61,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$284,869
Employer contributions (assets) at end of year2017-09-30$5,143
Employer contributions (assets) at beginning of year2017-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$483,094
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30RSM US LLP
Accountancy firm EIN2017-09-30420714325
2016 : CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$1,539,942
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$1,114,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$1,084,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$746,044
Value of total assets at end of year2016-09-30$9,094,148
Value of total assets at beginning of year2016-09-30$8,668,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$30,148
Total interest from all sources2016-09-30$17,705
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$96,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$96,708
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$5,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$437,634
Participant contributions at end of year2016-09-30$511,286
Participant contributions at beginning of year2016-09-30$551,634
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$38,952
Administrative expenses (other) incurred2016-09-30$30,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$425,568
Value of net assets at end of year (total assets less liabilities)2016-09-30$9,094,148
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$8,668,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$7,796,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$7,371,550
Interest on participant loans2016-09-30$17,705
Value of interest in common/collective trusts at end of year2016-09-30$786,068
Value of interest in common/collective trusts at beginning of year2016-09-30$745,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$666,706
Net investment gain or loss from common/collective trusts2016-09-30$12,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$269,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$1,084,226
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30RSM US LLP
Accountancy firm EIN2016-09-30420714325
2015 : CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$610,352
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$309,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$277,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$650,089
Value of total assets at end of year2015-09-30$8,668,580
Value of total assets at beginning of year2015-09-30$8,367,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$31,645
Total interest from all sources2015-09-30$16,781
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$442,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$442,522
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$5,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$392,791
Participant contributions at end of year2015-09-30$551,634
Participant contributions at beginning of year2015-09-30$504,676
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$2,751
Administrative expenses (other) incurred2015-09-30$31,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$300,811
Value of net assets at end of year (total assets less liabilities)2015-09-30$8,668,580
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$8,367,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$7,371,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$7,167,944
Interest on participant loans2015-09-30$16,781
Value of interest in common/collective trusts at end of year2015-09-30$745,396
Value of interest in common/collective trusts at beginning of year2015-09-30$695,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-508,851
Net investment gain or loss from common/collective trusts2015-09-30$9,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30Yes
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$254,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$277,896
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30RSM US LLP
Accountancy firm EIN2015-09-30420714325
2014 : CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$1,313,122
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$1,079,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$1,051,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$479,777
Value of total assets at end of year2014-09-30$8,367,769
Value of total assets at beginning of year2014-09-30$8,134,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$27,728
Total interest from all sources2014-09-30$19,166
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$301,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$301,470
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$5,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$291,294
Participant contributions at end of year2014-09-30$504,676
Participant contributions at beginning of year2014-09-30$586,838
Participant contributions at beginning of year2014-09-30$10,127
Other income not declared elsewhere2014-09-30$1,200
Administrative expenses (other) incurred2014-09-30$27,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$233,566
Value of net assets at end of year (total assets less liabilities)2014-09-30$8,367,769
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$8,134,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$7,167,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$6,665,425
Interest on participant loans2014-09-30$19,166
Value of interest in common/collective trusts at end of year2014-09-30$695,149
Value of interest in common/collective trusts at beginning of year2014-09-30$865,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$505,923
Net investment gain or loss from common/collective trusts2014-09-30$5,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30Yes
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$188,483
Employer contributions (assets) at beginning of year2014-09-30$6,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$1,051,828
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30MCGLADERY LLP
Accountancy firm EIN2014-09-30420714325
2013 : CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$1,537,131
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$820,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$796,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$462,872
Value of total assets at end of year2013-09-30$8,134,203
Value of total assets at beginning of year2013-09-30$7,417,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$24,128
Total interest from all sources2013-09-30$23,726
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$90,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$90,773
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$5,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$282,818
Participant contributions at end of year2013-09-30$586,838
Participant contributions at beginning of year2013-09-30$496,417
Participant contributions at end of year2013-09-30$10,127
Participant contributions at beginning of year2013-09-30$5,231
Other income not declared elsewhere2013-09-30$1,298
Administrative expenses (other) incurred2013-09-30$24,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$716,564
Value of net assets at end of year (total assets less liabilities)2013-09-30$8,134,203
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$7,417,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$6,665,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$6,360,015
Interest on participant loans2013-09-30$23,726
Value of interest in common/collective trusts at end of year2013-09-30$865,296
Value of interest in common/collective trusts at beginning of year2013-09-30$552,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$950,361
Net investment gain or loss from common/collective trusts2013-09-30$8,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30Yes
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$180,054
Employer contributions (assets) at end of year2013-09-30$6,517
Employer contributions (assets) at beginning of year2013-09-30$3,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$796,439
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30MCGLADREY LLP
Accountancy firm EIN2013-09-30420714325
2012 : CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$1,653,180
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$571,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$552,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$467,847
Value of total assets at end of year2012-09-30$7,417,639
Value of total assets at beginning of year2012-09-30$6,335,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$18,523
Total interest from all sources2012-09-30$33,485
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$87,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$87,150
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$5,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$281,026
Participant contributions at end of year2012-09-30$496,417
Participant contributions at beginning of year2012-09-30$534,464
Participant contributions at end of year2012-09-30$5,231
Participant contributions at beginning of year2012-09-30$5,034
Administrative expenses (other) incurred2012-09-30$18,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$1,081,932
Value of net assets at end of year (total assets less liabilities)2012-09-30$7,417,639
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$6,335,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$6,360,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$4,940,709
Interest on participant loans2012-09-30$33,485
Value of interest in common/collective trusts at end of year2012-09-30$552,493
Value of interest in common/collective trusts at beginning of year2012-09-30$852,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$1,054,481
Net investment gain or loss from common/collective trusts2012-09-30$10,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30Yes
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$186,821
Employer contributions (assets) at end of year2012-09-30$3,483
Employer contributions (assets) at beginning of year2012-09-30$3,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$552,725
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30MCGLADREY LLP
Accountancy firm EIN2012-09-30420714325
2011 : CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$368,609
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$489,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$475,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$396,377
Value of total assets at end of year2011-09-30$6,335,707
Value of total assets at beginning of year2011-09-30$6,456,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$14,642
Total interest from all sources2011-09-30$46,598
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$78,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$78,906
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$5,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$234,484
Participant contributions at end of year2011-09-30$534,464
Participant contributions at beginning of year2011-09-30$629,607
Participant contributions at end of year2011-09-30$5,034
Other income not declared elsewhere2011-09-30$14,641
Administrative expenses (other) incurred2011-09-30$14,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-121,089
Value of net assets at end of year (total assets less liabilities)2011-09-30$6,335,707
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$6,456,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$4,940,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$5,150,647
Interest on participant loans2011-09-30$46,598
Value of interest in common/collective trusts at end of year2011-09-30$852,043
Value of interest in common/collective trusts at beginning of year2011-09-30$676,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-199,802
Net investment gain/loss from pooled separate accounts2011-09-30$21,427
Net investment gain or loss from common/collective trusts2011-09-30$10,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30Yes
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$161,893
Employer contributions (assets) at end of year2011-09-30$3,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$475,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30MCGLADREY LLP
Accountancy firm EIN2011-09-30420714325
2010 : CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS

2021: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedYes
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedYes
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: CARGOTEC SOLUTIONS LLC, KALMAR 401(K) PLAN FOR IBT LOCAL 838 UNION MEMBERS 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075072
Policy instance 1
Insurance contract or identification number075072
Number of Individuals Covered263
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075072
Policy instance 1
Insurance contract or identification number075072
Number of Individuals Covered239
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075072
Policy instance 1
Insurance contract or identification number075072
Number of Individuals Covered193
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075072
Policy instance 1
Insurance contract or identification number075072
Number of Individuals Covered207
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075072
Policy instance 1
Insurance contract or identification number075072
Number of Individuals Covered183
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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