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AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameAZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST
Plan identification number 001

AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AZZ INC. has sponsored the creation of one or more 401k plans.

Company Name:AZZ INC.
Employer identification number (EIN):750948250
NAIC Classification:332810

Additional information about AZZ INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1956-03-29
Company Identification Number: 0013190700
Legal Registered Office Address: 3100 W 7TH ST STE 500

FORT WORTH
United States of America (USA)
76107

More information about AZZ INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01MATTHEW V EMERY MATTHEW V EMERY2019-07-22
0012017-01-01LISA SMITH MATTHEW V EMERY2018-07-26
0012016-01-01LISA SMITH MATTHEW V EMERY2017-10-13
0012015-01-01LISA SMITH MATTHEW V EMERY2016-10-12
0012014-01-01DEBBIE FORESTER
0012013-01-01TREY QUINN TREY QUINN2014-07-10
0012012-01-01TREY QUINN TREY QUINN2013-07-02
0012011-03-01TREY QUINN TREY QUINN2012-07-02
0012010-03-01TREY QUINN TREY QUINN2011-09-07
0012009-03-01TREY QUINN TREY QUINN2010-08-31

Plan Statistics for AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST

401k plan membership statisitcs for AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST

Measure Date Value
2022: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-014,195
Total number of active participants reported on line 7a of the Form 55002022-01-013,023
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-011,190
Total of all active and inactive participants2022-01-014,223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014,223
Number of participants with account balances2022-01-014,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01161
2021: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-016,063
Total number of active participants reported on line 7a of the Form 55002021-01-012,962
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-011,132
Total of all active and inactive participants2021-01-014,104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014,104
Number of participants with account balances2021-01-014,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01154
2020: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-015,051
Total number of active participants reported on line 7a of the Form 55002020-01-013,130
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-012,878
Total of all active and inactive participants2020-01-016,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016,017
Number of participants with account balances2020-01-016,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01294
2019: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-014,549
Total number of active participants reported on line 7a of the Form 55002019-01-013,974
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-011,067
Total of all active and inactive participants2019-01-015,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015,051
Number of participants with account balances2019-01-015,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01131
2018: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-014,311
Total number of active participants reported on line 7a of the Form 55002018-01-013,525
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-011,015
Total of all active and inactive participants2018-01-014,549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014,549
Number of participants with account balances2018-01-014,549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01137
2017: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-014,522
Total number of active participants reported on line 7a of the Form 55002017-01-013,568
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-01736
Total of all active and inactive participants2017-01-014,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014,311
Number of participants with account balances2017-01-014,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01120
2016: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-015,708
Total number of active participants reported on line 7a of the Form 55002016-01-014,522
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014,522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014,522
Number of participants with account balances2016-01-014,522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-015,839
Total number of active participants reported on line 7a of the Form 55002015-01-015,370
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-01331
Total of all active and inactive participants2015-01-015,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015,708
Number of participants with account balances2015-01-014,069
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01675
2014: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-015,436
Total number of active participants reported on line 7a of the Form 55002014-01-015,310
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-01391
Total of all active and inactive participants2014-01-015,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-015,709
Number of participants with account balances2014-01-013,881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01531
2013: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-012,870
Total number of active participants reported on line 7a of the Form 55002013-01-015,198
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01231
Total of all active and inactive participants2013-01-015,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-015,436
Number of participants with account balances2013-01-013,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
2012: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012,807
Total number of active participants reported on line 7a of the Form 55002012-01-012,750
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01116
Total of all active and inactive participants2012-01-012,870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,870
Number of participants with account balances2012-01-012,668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01785
2011: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-03-013,055
Total number of active participants reported on line 7a of the Form 55002011-03-012,712
Number of retired or separated participants receiving benefits2011-03-012
Number of other retired or separated participants entitled to future benefits2011-03-0193
Total of all active and inactive participants2011-03-012,807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-010
Total participants2011-03-012,807
Number of participants with account balances2011-03-012,595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-01624
2010: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-03-012,400
Total number of active participants reported on line 7a of the Form 55002010-03-012,837
Number of retired or separated participants receiving benefits2010-03-013
Number of other retired or separated participants entitled to future benefits2010-03-01215
Total of all active and inactive participants2010-03-013,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-03-010
Total participants2010-03-013,055
Number of participants with account balances2010-03-012,827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-03-01384
2009: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-03-012,272
Total number of active participants reported on line 7a of the Form 55002009-03-012,350
Number of retired or separated participants receiving benefits2009-03-011
Number of other retired or separated participants entitled to future benefits2009-03-0149
Total of all active and inactive participants2009-03-012,400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-012,400
Number of participants with account balances2009-03-012,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-01295

Financial Data on AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST

Measure Date Value
2022 : AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-159,373
Total unrealized appreciation/depreciation of assets2022-12-31$-159,373
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$203,331
Total income from all sources (including contributions)2022-12-31$-14,907,854
Total loss/gain on sale of assets2022-12-31$3,595
Total of all expenses incurred2022-12-31$18,195,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,671,383
Expenses. Certain deemed distributions of participant loans2022-12-31$26,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$17,745,972
Value of total assets at end of year2022-12-31$157,162,841
Value of total assets at beginning of year2022-12-31$190,469,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$498,167
Total interest from all sources2022-12-31$222,646
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$766,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$759,964
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$11,718,495
Participant contributions at end of year2022-12-31$4,767,254
Participant contributions at beginning of year2022-12-31$4,868,024
Participant contributions at end of year2022-12-31$269,740
Participant contributions at beginning of year2022-12-31$253,679
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$332,717
Administrative expenses (other) incurred2022-12-31$253
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-33,103,614
Value of net assets at end of year (total assets less liabilities)2022-12-31$157,162,841
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$190,266,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$42,391
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$44,335,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$52,589,528
Value of interest in pooled separate accounts at end of year2022-12-31$18,788,101
Value of interest in pooled separate accounts at beginning of year2022-12-31$28,631,649
Interest on participant loans2022-12-31$222,646
Value of interest in common/collective trusts at end of year2022-12-31$75,996,737
Value of interest in common/collective trusts at beginning of year2022-12-31$92,473,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,489,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,983,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,109,880
Net investment gain/loss from pooled separate accounts2022-12-31$-8,509,343
Net investment gain or loss from common/collective trusts2022-12-31$-15,868,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$412,159
Assets. Invements in employer securities at beginning of year2022-12-31$568,500
Contributions received in cash from employer2022-12-31$5,694,760
Employer contributions (assets) at end of year2022-12-31$104,313
Employer contributions (assets) at beginning of year2022-12-31$100,875
Income. Dividends from common stock2022-12-31$6,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,671,383
Contract administrator fees2022-12-31$455,523
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$203,331
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$7,556
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,961
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$46,763
Total unrealized appreciation/depreciation of assets2021-12-31$46,763
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$203,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$41,067,023
Total loss/gain on sale of assets2021-12-31$35,834
Total of all expenses incurred2021-12-31$18,868,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,322,473
Expenses. Certain deemed distributions of participant loans2021-12-31$29,969
Value of total corrective distributions2021-12-31$64
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,742,321
Value of total assets at end of year2021-12-31$190,469,786
Value of total assets at beginning of year2021-12-31$168,067,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$516,036
Total interest from all sources2021-12-31$237,736
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$677,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$670,562
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,634,180
Participant contributions at end of year2021-12-31$4,868,024
Participant contributions at beginning of year2021-12-31$4,936,368
Participant contributions at end of year2021-12-31$253,679
Participant contributions at beginning of year2021-12-31$196,301
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,102,531
Administrative expenses (other) incurred2021-12-31$516,036
Total non interest bearing cash at end of year2021-12-31$130
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$22,198,481
Value of net assets at end of year (total assets less liabilities)2021-12-31$190,266,455
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$168,067,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$52,589,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$124,404,935
Value of interest in pooled separate accounts at end of year2021-12-31$28,631,649
Value of interest in pooled separate accounts at beginning of year2021-12-31$26,732,512
Interest on participant loans2021-12-31$237,736
Value of interest in common/collective trusts at end of year2021-12-31$92,473,913
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,983,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,163,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,832,218
Net investment gain/loss from pooled separate accounts2021-12-31$2,953,795
Net investment gain or loss from common/collective trusts2021-12-31$11,540,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$568,500
Assets. Invements in employer securities at beginning of year2021-12-31$539,311
Contributions received in cash from employer2021-12-31$5,005,610
Employer contributions (assets) at end of year2021-12-31$100,875
Employer contributions (assets) at beginning of year2021-12-31$95,421
Income. Dividends from common stock2021-12-31$7,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,322,473
Liabilities. Value of benefit claims payable at end of year2021-12-31$203,331
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$60,632
Aggregate carrying amount (costs) on sale of assets2021-12-31$24,798
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$6,677
Total unrealized appreciation/depreciation of assets2020-12-31$6,677
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$39,745,279
Total loss/gain on sale of assets2020-12-31$9,167
Total of all expenses incurred2020-12-31$37,939,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$37,371,723
Expenses. Certain deemed distributions of participant loans2020-12-31$101,901
Value of total corrective distributions2020-12-31$5,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,545,084
Value of total assets at end of year2020-12-31$168,067,974
Value of total assets at beginning of year2020-12-31$166,261,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$459,924
Total interest from all sources2020-12-31$311,198
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$684,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$676,654
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$11,547,290
Participant contributions at end of year2020-12-31$4,936,368
Participant contributions at beginning of year2020-12-31$6,184,331
Participant contributions at end of year2020-12-31$196,301
Participant contributions at beginning of year2020-12-31$380,824
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$458,588
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$459,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,806,038
Value of net assets at end of year (total assets less liabilities)2020-12-31$168,067,974
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$166,261,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$124,404,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$138,931,001
Value of interest in pooled separate accounts at end of year2020-12-31$26,732,512
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,640,242
Interest on participant loans2020-12-31$311,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,163,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,397,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,456,365
Net investment gain/loss from pooled separate accounts2020-12-31$4,732,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$539,311
Assets. Invements in employer securities at beginning of year2020-12-31$534,764
Contributions received in cash from employer2020-12-31$5,539,206
Employer contributions (assets) at end of year2020-12-31$95,421
Employer contributions (assets) at beginning of year2020-12-31$193,386
Income. Dividends from common stock2020-12-31$7,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$37,371,723
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$19,215
Aggregate carrying amount (costs) on sale of assets2020-12-31$10,048
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2020-12-31750786316
2019 : AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$33,824
Total unrealized appreciation/depreciation of assets2019-12-31$33,824
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$48,425,412
Total loss/gain on sale of assets2019-12-31$31,030
Total of all expenses incurred2019-12-31$16,919,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,133,055
Expenses. Certain deemed distributions of participant loans2019-12-31$189,794
Value of total corrective distributions2019-12-31$27,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,472,354
Value of total assets at end of year2019-12-31$166,261,936
Value of total assets at beginning of year2019-12-31$134,756,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$568,996
Total interest from all sources2019-12-31$312,012
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,145,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,137,402
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,857,351
Participant contributions at end of year2019-12-31$6,184,331
Participant contributions at beginning of year2019-12-31$5,523,800
Participant contributions at end of year2019-12-31$380,824
Participant contributions at beginning of year2019-12-31$325,857
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$956,905
Other income not declared elsewhere2019-12-31$-211,237
Administrative expenses (other) incurred2019-12-31$568,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$31,505,809
Value of net assets at end of year (total assets less liabilities)2019-12-31$166,261,936
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$134,756,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$138,931,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$109,619,613
Value of interest in pooled separate accounts at end of year2019-12-31$10,640,242
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,821,806
Interest on participant loans2019-12-31$312,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,397,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,782,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$26,793,210
Net investment gain/loss from pooled separate accounts2019-12-31$848,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$534,764
Assets. Invements in employer securities at beginning of year2019-12-31$521,593
Contributions received in cash from employer2019-12-31$5,658,098
Employer contributions (assets) at end of year2019-12-31$193,386
Employer contributions (assets) at beginning of year2019-12-31$161,088
Income. Dividends from common stock2019-12-31$8,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,133,055
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$59,815
Aggregate carrying amount (costs) on sale of assets2019-12-31$28,785
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2019-12-31750786316
2018 : AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-178,540
Total unrealized appreciation/depreciation of assets2018-12-31$-178,540
Total transfer of assets to this plan2018-12-31$706,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$14,948,227
Total loss/gain on sale of assets2018-12-31$36,286
Total of all expenses incurred2018-12-31$21,930,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$21,108,168
Expenses. Certain deemed distributions of participant loans2018-12-31$126,985
Value of total corrective distributions2018-12-31$158,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,610,595
Value of total assets at end of year2018-12-31$134,756,127
Value of total assets at beginning of year2018-12-31$141,031,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$536,327
Total interest from all sources2018-12-31$260,074
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,829,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,820,821
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$11,114,288
Participant contributions at end of year2018-12-31$5,523,800
Participant contributions at beginning of year2018-12-31$5,480,297
Participant contributions at end of year2018-12-31$325,857
Participant contributions at beginning of year2018-12-31$232,425
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,199,633
Other income not declared elsewhere2018-12-31$-284,271
Administrative expenses (other) incurred2018-12-31$536,327
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,981,919
Value of net assets at end of year (total assets less liabilities)2018-12-31$134,756,127
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$141,031,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$109,619,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$116,267,964
Value of interest in pooled separate accounts at end of year2018-12-31$9,821,806
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,901,345
Interest on participant loans2018-12-31$260,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,782,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,323,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,333,993
Net investment gain/loss from pooled separate accounts2018-12-31$8,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$521,593
Assets. Invements in employer securities at beginning of year2018-12-31$715,713
Contributions received in cash from employer2018-12-31$5,296,674
Employer contributions (assets) at end of year2018-12-31$161,088
Employer contributions (assets) at beginning of year2018-12-31$109,959
Income. Dividends from common stock2018-12-31$8,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$21,108,168
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$60,729
Aggregate carrying amount (costs) on sale of assets2018-12-31$24,443
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2018-12-31750786316
2017 : AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-187,159
Total unrealized appreciation/depreciation of assets2017-12-31$-187,159
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$37,037,033
Total loss/gain on sale of assets2017-12-31$9,505
Total of all expenses incurred2017-12-31$15,312,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,798,191
Expenses. Certain deemed distributions of participant loans2017-12-31$12,423
Value of total corrective distributions2017-12-31$3,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,803,444
Value of total assets at end of year2017-12-31$141,031,600
Value of total assets at beginning of year2017-12-31$119,306,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$498,357
Total interest from all sources2017-12-31$201,615
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,555,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,545,787
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$9,911,327
Participant contributions at end of year2017-12-31$5,480,297
Participant contributions at beginning of year2017-12-31$4,616,450
Participant contributions at end of year2017-12-31$232,425
Participant contributions at beginning of year2017-12-31$374,890
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,341,172
Other income not declared elsewhere2017-12-31$-13,946
Administrative expenses (other) incurred2017-12-31$498,357
Total non interest bearing cash at end of year2017-12-31$138
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$21,724,622
Value of net assets at end of year (total assets less liabilities)2017-12-31$141,031,600
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$119,306,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$116,267,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$95,128,110
Value of interest in pooled separate accounts at end of year2017-12-31$10,901,345
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,997,831
Interest on participant loans2017-12-31$201,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$26,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$26,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,323,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,098,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,328,351
Net investment gain/loss from pooled separate accounts2017-12-31$339,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$715,713
Assets. Invements in employer securities at beginning of year2017-12-31$866,484
Contributions received in cash from employer2017-12-31$4,550,945
Employer contributions (assets) at end of year2017-12-31$109,959
Employer contributions (assets) at beginning of year2017-12-31$197,712
Income. Dividends from common stock2017-12-31$9,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,798,191
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$18,248
Aggregate carrying amount (costs) on sale of assets2017-12-31$8,743
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2017-12-31750786316
2016 : AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$124,734
Total unrealized appreciation/depreciation of assets2016-12-31$124,734
Total transfer of assets to this plan2016-12-31$7,381,032
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$24,040,703
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$15,196,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,626,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$15,563,094
Value of total assets at end of year2016-12-31$119,306,978
Value of total assets at beginning of year2016-12-31$103,081,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$569,682
Total interest from all sources2016-12-31$236,433
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,972,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,972,135
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$9,911,118
Participant contributions at end of year2016-12-31$4,616,450
Participant contributions at beginning of year2016-12-31$3,768,238
Participant contributions at end of year2016-12-31$374,890
Participant contributions at beginning of year2016-12-31$380,896
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,058,297
Administrative expenses (other) incurred2016-12-31$569,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,844,128
Value of net assets at end of year (total assets less liabilities)2016-12-31$119,306,978
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$103,081,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$95,128,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$90,811,450
Value of interest in pooled separate accounts at end of year2016-12-31$10,997,831
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$134,375
Interest earned on other investments2016-12-31$102,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$26,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,098,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,053,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,067,880
Net investment gain/loss from pooled separate accounts2016-12-31$76,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$866,484
Assets. Invements in employer securities at beginning of year2016-12-31$864,764
Contributions received in cash from employer2016-12-31$4,593,679
Employer contributions (assets) at end of year2016-12-31$197,712
Employer contributions (assets) at beginning of year2016-12-31$199,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,626,893
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2016-12-31750786316
2015 : AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$15,135,358
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$12,298,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,148,192
Expenses. Certain deemed distributions of participant loans2015-12-31$9,155
Value of total corrective distributions2015-12-31$11,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,658,950
Value of total assets at end of year2015-12-31$103,081,818
Value of total assets at beginning of year2015-12-31$100,244,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$129,630
Total interest from all sources2015-12-31$148,770
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,200,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,200,849
Administrative expenses professional fees incurred2015-12-31$53,905
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$8,546,367
Participant contributions at end of year2015-12-31$3,768,238
Participant contributions at beginning of year2015-12-31$4,255,639
Participant contributions at end of year2015-12-31$380,896
Participant contributions at beginning of year2015-12-31$328,480
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,201,208
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$136,506
Administrative expenses (other) incurred2015-12-31$995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,837,214
Value of net assets at end of year (total assets less liabilities)2015-12-31$103,081,818
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$100,244,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$90,811,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$88,795,361
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$129,832
Interest earned on other investments2015-12-31$18,938
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,740,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,740,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,053,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,009,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$864,764
Assets. Invements in employer securities at beginning of year2015-12-31$844,580
Contributions received in cash from employer2015-12-31$4,911,375
Employer contributions (assets) at end of year2015-12-31$199,615
Employer contributions (assets) at beginning of year2015-12-31$280,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,148,192
Contract administrator fees2015-12-31$74,730
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2015-12-31750786316
2014 : AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-108,562
Total unrealized appreciation/depreciation of assets2014-12-31$-108,562
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$16,210,838
Total loss/gain on sale of assets2014-12-31$62,640
Total of all expenses incurred2014-12-31$12,801,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,620,965
Expenses. Certain deemed distributions of participant loans2014-12-31$2,115
Value of total corrective distributions2014-12-31$32,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,941,064
Value of total assets at end of year2014-12-31$99,635,937
Value of total assets at beginning of year2014-12-31$96,226,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$146,029
Total interest from all sources2014-12-31$131,669
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,939,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,928,154
Administrative expenses professional fees incurred2014-12-31$65,344
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,131,847
Participant contributions at end of year2014-12-31$4,255,639
Participant contributions at beginning of year2014-12-31$3,993,047
Participant contributions at beginning of year2014-12-31$190,319
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$472,009
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$80,613
Administrative expenses (other) incurred2014-12-31$855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,409,527
Value of net assets at end of year (total assets less liabilities)2014-12-31$99,635,937
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$96,226,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$94,535,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$84,541,692
Interest on participant loans2014-12-31$131,647
Interest earned on other investments2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$31,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,200,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,200,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$22
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-755,109
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$813,546
Assets. Invements in employer securities at beginning of year2014-12-31$1,007,860
Contributions received in cash from employer2014-12-31$3,337,208
Employer contributions (assets) at beginning of year2014-12-31$212,574
Income. Dividends from common stock2014-12-31$10,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,620,965
Contract administrator fees2014-12-31$79,830
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$111,872
Aggregate carrying amount (costs) on sale of assets2014-12-31$49,232
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2014-12-31750786316
2013 : AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$40,571,636
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,529,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,416,876
Expenses. Certain deemed distributions of participant loans2013-12-31$11,713
Value of total corrective distributions2013-12-31$490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$26,578,802
Value of total assets at end of year2013-12-31$96,226,410
Value of total assets at beginning of year2013-12-31$67,184,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$100,831
Total interest from all sources2013-12-31$118,272
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,847,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,847,253
Administrative expenses professional fees incurred2013-12-31$40,776
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,227,969
Participant contributions at end of year2013-12-31$3,993,047
Participant contributions at beginning of year2013-12-31$2,715,516
Participant contributions at end of year2013-12-31$190,319
Participant contributions at beginning of year2013-12-31$25,397
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,981,197
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$80,613
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$15
Other income not declared elsewhere2013-12-31$220,962
Administrative expenses (other) incurred2013-12-31$1,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$29,041,726
Value of net assets at end of year (total assets less liabilities)2013-12-31$96,226,410
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$67,184,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$84,541,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$56,494,894
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$118,272
Interest earned on other investments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,200,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,081,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,081,302
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,806,347
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$1,007,860
Assets. Invements in employer securities at beginning of year2013-12-31$856,776
Contributions received in cash from employer2013-12-31$11,369,636
Employer contributions (assets) at end of year2013-12-31$212,574
Employer contributions (assets) at beginning of year2013-12-31$10,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,416,876
Contract administrator fees2013-12-31$59,015
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2013-12-31750786316
2012 : AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$19,638,927
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,380,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,277,387
Expenses. Certain deemed distributions of participant loans2012-12-31$5,890
Value of total corrective distributions2012-12-31$504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,221,095
Value of total assets at end of year2012-12-31$67,184,684
Value of total assets at beginning of year2012-12-31$56,926,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$96,723
Total interest from all sources2012-12-31$88,879
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,923,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,923,803
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,105,333
Participant contributions at end of year2012-12-31$2,715,516
Participant contributions at beginning of year2012-12-31$2,713,788
Participant contributions at end of year2012-12-31$25,397
Participant contributions at beginning of year2012-12-31$152,977
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$867,880
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$15
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$65,166
Other income not declared elsewhere2012-12-31$444,021
Administrative expenses (other) incurred2012-12-31$185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,258,423
Value of net assets at end of year (total assets less liabilities)2012-12-31$67,184,684
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$56,926,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$59,763
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$56,494,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$46,385,745
Interest on participant loans2012-12-31$88,879
Interest earned on other investments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,081,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,832,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,832,247
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,961,129
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$856,776
Assets. Invements in employer securities at beginning of year2012-12-31$696,466
Contributions received in cash from employer2012-12-31$7,247,882
Employer contributions (assets) at end of year2012-12-31$10,784
Employer contributions (assets) at beginning of year2012-12-31$79,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,277,387
Contract administrator fees2012-12-31$36,775
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2012-12-31750786316
2011 : AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-177
Total unrealized appreciation/depreciation of assets2011-12-31$-177
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$1,638,763
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,455,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,403,064
Expenses. Certain deemed distributions of participant loans2011-12-31$10,136
Value of total corrective distributions2011-12-31$3,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,609,918
Value of total assets at end of year2011-12-31$56,926,261
Value of total assets at beginning of year2011-12-31$62,742,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$37,997
Total interest from all sources2011-12-31$72,380
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,142,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,142,420
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,022,783
Participant contributions at end of year2011-12-31$2,713,788
Participant contributions at beginning of year2011-12-31$2,521,088
Participant contributions at end of year2011-12-31$152,977
Participant contributions at beginning of year2011-12-31$117,701
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$80,572
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$65,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$43,861
Other income not declared elsewhere2011-12-31$52,254
Administrative expenses (other) incurred2011-12-31$280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,816,428
Value of net assets at end of year (total assets less liabilities)2011-12-31$56,926,261
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$62,742,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$46,385,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$48,279,377
Interest on participant loans2011-12-31$72,380
Interest earned on other investments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,832,247
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,328,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,328,758
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,238,032
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$696,466
Assets. Invements in employer securities at beginning of year2011-12-31$676,519
Contributions received in cash from employer2011-12-31$1,506,563
Employer contributions (assets) at end of year2011-12-31$79,872
Employer contributions (assets) at beginning of year2011-12-31$4,775,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,403,064
Contract administrator fees2011-12-31$37,717
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2011-12-31750786316
Total unrealized appreciation/depreciation of assets2011-02-28$0
Total transfer of assets to this plan2011-02-28$9,678,269
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total income from all sources (including contributions)2011-02-28$15,629,678
Total loss/gain on sale of assets2011-02-28$0
Total of all expenses incurred2011-02-28$6,010,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$5,975,409
Expenses. Certain deemed distributions of participant loans2011-02-28$2,135
Value of total corrective distributions2011-02-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$9,115,573
Value of total assets at end of year2011-02-28$62,742,689
Value of total assets at beginning of year2011-02-28$43,444,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$32,685
Total interest from all sources2011-02-28$74,490
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$1,051,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2011-02-28$1,051,421
Administrative expenses professional fees incurred2011-02-28$0
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$5,000,000
If this is an individual account plan, was there a blackout period2011-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-02-28$0
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Contributions received from participants2011-02-28$2,750,104
Participant contributions at end of year2011-02-28$2,521,088
Participant contributions at beginning of year2011-02-28$1,417,489
Participant contributions at end of year2011-02-28$117,701
Participant contributions at beginning of year2011-02-28$95,874
Assets. Other investments not covered elsewhere at end of year2011-02-28$0
Assets. Other investments not covered elsewhere at beginning of year2011-02-28$0
Income. Received or receivable in cash from other sources (including rollovers)2011-02-28$339,271
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-02-28$43,861
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-02-28$23,894
Other income not declared elsewhere2011-02-28$189,870
Administrative expenses (other) incurred2011-02-28$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$9,619,449
Value of net assets at end of year (total assets less liabilities)2011-02-28$62,742,689
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$43,444,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Investment advisory and management fees2011-02-28$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-02-28$48,279,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-02-28$32,098,980
Value of interest in pooled separate accounts at end of year2011-02-28$0
Value of interest in pooled separate accounts at beginning of year2011-02-28$0
Interest on participant loans2011-02-28$74,490
Interest earned on other investments2011-02-28$0
Value of interest in common/collective trusts at end of year2011-02-28$0
Value of interest in common/collective trusts at beginning of year2011-02-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-02-28$6,328,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-02-28$4,149,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-02-28$4,149,320
Expenses. Payments to insurance carriers foe the provision of benefits2011-02-28$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-02-28$5,198,324
Net investment gain/loss from pooled separate accounts2011-02-28$0
Net investment gain or loss from common/collective trusts2011-02-28$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28No
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Assets. Invements in employer securities at end of year2011-02-28$676,519
Assets. Invements in employer securities at beginning of year2011-02-28$497,975
Contributions received in cash from employer2011-02-28$6,026,198
Employer contributions (assets) at end of year2011-02-28$4,775,385
Employer contributions (assets) at beginning of year2011-02-28$5,161,439
Income. Dividends from common stock2011-02-28$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$5,975,409
Contract administrator fees2011-02-28$32,435
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28No
Opinion of an independent qualified public accountant for this plan2011-02-28Unqualified
Accountancy firm name2011-02-28WEAVER AND TIDWELL, LLP
Accountancy firm EIN2011-02-28750786316
2010 : AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-02-28$0

Form 5500 Responses for AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST

2022: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement - TrustYes
2010: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planNo
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement - TrustYes
2009: AZZ INCORPORATED EMPLOYEE BENEFIT PLAN AND TRUST 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan 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 number074971
Policy instance 1
Insurance contract or identification number074971
Number of Individuals Covered4223
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
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 number074971
Policy instance 1
Insurance contract or identification number074971
Number of Individuals Covered4104
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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 number074971
Policy instance 1
Insurance contract or identification number074971
Number of Individuals Covered6017
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
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 number074971
Policy instance 2
Insurance contract or identification number074971
Number of Individuals Covered5051
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
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 number074971
Policy instance 2
Insurance contract or identification number074971
Number of Individuals Covered4549
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
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 number074971
Policy instance 1
Insurance contract or identification number074971
Number of Individuals Covered4311
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 21058
Policy instance 2
Insurance contract or identification numberSGIC 21058
Number of Individuals Covered4311
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60294
Policy instance 1
Insurance contract or identification numberMR 60294
Number of Individuals Covered5708
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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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