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THE GATES GROUP RETIREMENT PLAN 401k Plan overview

Plan NameTHE GATES GROUP RETIREMENT PLAN
Plan identification number 333

THE GATES GROUP RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GATES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:GATES CORPORATION
Employer identification number (EIN):840857401
NAIC Classification:326200

Additional information about GATES CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0924918

More information about GATES CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GATES GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332020-01-01
3332020-01-01
3332019-01-01
3332019-01-01
3332018-01-01
3332017-01-01MARK KLINGENMEIER
3332016-01-01MARK KLINGENMEIER
3332015-01-01MARK KLINGENMEIER
3332014-01-01JOHN BARKER
3332013-01-01JOHN BARKER
3332012-01-01JOHN BARKER
3332011-01-01JOHN BARKER
3332010-01-01JOHN BARKER
3332009-01-01JOHN BARKER

Plan Statistics for THE GATES GROUP RETIREMENT PLAN

401k plan membership statisitcs for THE GATES GROUP RETIREMENT PLAN

Measure Date Value
2022: THE GATES GROUP RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31202,716,347
Acturial value of plan assets2022-12-31193,288,544
Funding target for retired participants and beneficiaries receiving payment2022-12-31160,874,203
Number of terminated vested participants2022-12-31381
Fundng target for terminated vested participants2022-12-3110,889,793
Active participant vested funding target2022-12-313,786,584
Number of active participants2022-12-31234
Total funding liabilities for active participants2022-12-313,899,214
Total participant count2022-12-311,739
Total funding target for all participants2022-12-31175,663,210
Balance at beginning of prior year after applicable adjustments2022-12-314,163,777
Prefunding balance at beginning of prior year after applicable adjustments2022-12-313,023,363
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-311,603,620
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-312,560,157
Amount remaining of prefunding balance2022-12-313,023,363
Present value of excess contributions2022-12-311,005,995
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-311,081,545
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-311,081,545
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-312,752,425
Balance of prefunding at beginning of current year2022-12-314,331,963
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,549,203
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,839
Total number of active participants reported on line 7a of the Form 55002022-01-01194
Number of retired or separated participants receiving benefits2022-01-01984
Number of other retired or separated participants entitled to future benefits2022-01-01322
Total of all active and inactive participants2022-01-011,500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01236
Total participants2022-01-011,736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE GATES GROUP RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-31208,015,617
Acturial value of plan assets2021-12-31187,214,055
Funding target for retired participants and beneficiaries receiving payment2021-12-31168,016,520
Number of terminated vested participants2021-12-31405
Fundng target for terminated vested participants2021-12-3111,840,619
Active participant vested funding target2021-12-314,827,021
Number of active participants2021-12-31268
Total funding liabilities for active participants2021-12-314,950,137
Total participant count2021-12-311,928
Total funding target for all participants2021-12-31184,807,276
Balance at beginning of prior year after applicable adjustments2021-12-316,398,739
Prefunding balance at beginning of prior year after applicable adjustments2021-12-311,082,714
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-312,788,110
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-313,610,629
Amount remaining of prefunding balance2021-12-311,082,714
Present value of excess contributions2021-12-311,539,002
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,774,777
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-311,774,777
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-314,163,777
Balance of prefunding at beginning of current year2021-12-313,023,363
Total employer contributions2021-12-311,782,799
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-3161,714
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-311,587,404
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,400,981
Net shortfall amortization installment of oustanding balance2021-12-317,102,471
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-312,185,029
Carryover balance elected to use to offset funding requirement2021-12-311,603,620
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31581,409
Contributions allocatedtoward minimum required contributions for current year2021-12-311,587,404
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,928
Total number of active participants reported on line 7a of the Form 55002021-01-01234
Number of retired or separated participants receiving benefits2021-01-011,019
Number of other retired or separated participants entitled to future benefits2021-01-01359
Total of all active and inactive participants2021-01-011,612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01227
Total participants2021-01-011,839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE GATES GROUP RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-31217,409,307
Acturial value of plan assets2020-12-31207,461,585
Funding target for retired participants and beneficiaries receiving payment2020-12-31174,863,778
Number of terminated vested participants2020-12-31866
Fundng target for terminated vested participants2020-12-3125,069,134
Active participant vested funding target2020-12-317,373,698
Number of active participants2020-12-31323
Total funding liabilities for active participants2020-12-317,532,870
Total participant count2020-12-312,486
Total funding target for all participants2020-12-31207,465,782
Balance at beginning of prior year after applicable adjustments2020-12-319,721,857
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-314,401,103
Amount remaining of carryover balance2020-12-315,320,754
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31900,311
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,082,714
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-316,398,739
Balance of prefunding at beginning of current year2020-12-311,082,714
Total employer contributions2020-12-311,683,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-311,539,002
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-312,004,062
Net shortfall amortization installment of oustanding balance2020-12-317,485,650
Total funding amount beforereflecting carryover/prefunding balances2020-12-312,788,110
Carryover balance elected to use to offset funding requirement2020-12-312,788,110
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-311,539,002
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Waiver amortization installment2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Total participants, beginning-of-year2020-01-012,486
Total number of active participants reported on line 7a of the Form 55002020-01-01268
Number of retired or separated participants receiving benefits2020-01-011,059
Number of other retired or separated participants entitled to future benefits2020-01-01379
Total of all active and inactive participants2020-01-011,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01222
Total participants2020-01-011,928
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE GATES GROUP RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31206,272,826
Acturial value of plan assets2019-12-31216,330,360
Funding target for retired participants and beneficiaries receiving payment2019-12-31186,604,613
Number of terminated vested participants2019-12-31976
Fundng target for terminated vested participants2019-12-3129,361,441
Active participant vested funding target2019-12-3110,177,961
Number of active participants2019-12-31361
Total funding liabilities for active participants2019-12-3110,447,827
Total participant count2019-12-312,659
Total funding target for all participants2019-12-31226,413,881
Balance at beginning of prior year after applicable adjustments2019-12-3119,678,087
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-311,899,232
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3117,778,855
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-316,864,037
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-319,721,857
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,569,940
Net shortfall amortization installment of oustanding balance2019-12-3119,805,378
Total funding amount beforereflecting carryover/prefunding balances2019-12-315,788,071
Carryover balance elected to use to offset funding requirement2019-12-315,788,071
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Waiver amortization installment2019-12-310
Total participants, beginning-of-year2019-01-012,659
Total number of active participants reported on line 7a of the Form 55002019-01-01323
Number of retired or separated participants receiving benefits2019-01-011,095
Number of other retired or separated participants entitled to future benefits2019-01-01840
Total of all active and inactive participants2019-01-012,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01228
Total participants2019-01-012,486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE GATES GROUP RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31251,546,047
Acturial value of plan assets2018-12-31233,039,406
Funding target for retired participants and beneficiaries receiving payment2018-12-31185,270,247
Number of terminated vested participants2018-12-311,115
Fundng target for terminated vested participants2018-12-3132,119,648
Active participant vested funding target2018-12-3111,744,462
Number of active participants2018-12-31408
Total funding liabilities for active participants2018-12-3112,229,671
Total participant count2018-12-312,874
Total funding target for all participants2018-12-31229,619,566
Balance at beginning of prior year after applicable adjustments2018-12-3133,358,317
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3133,358,317
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-3116,802,568
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3119,678,087
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,899,232
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,899,232
Carryover balance elected to use to offset funding requirement2018-12-311,899,232
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012,874
Total number of active participants reported on line 7a of the Form 55002018-01-01361
Number of retired or separated participants receiving benefits2018-01-011,120
Number of other retired or separated participants entitled to future benefits2018-01-01945
Total of all active and inactive participants2018-01-012,426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01233
Total participants2018-01-012,659
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE GATES GROUP RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31413,601,866
Acturial value of plan assets2017-12-31410,374,228
Funding target for retired participants and beneficiaries receiving payment2017-12-31325,536,917
Number of terminated vested participants2017-12-311,476
Fundng target for terminated vested participants2017-12-3134,028,600
Active participant vested funding target2017-12-3114,004,734
Number of active participants2017-12-31443
Total funding liabilities for active participants2017-12-3114,703,322
Total participant count2017-12-317,693
Total funding target for all participants2017-12-31374,268,839
Balance at beginning of prior year after applicable adjustments2017-12-3130,646,134
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3130,646,134
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-3133,358,317
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,544,541
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-017,683
Total number of active participants reported on line 7a of the Form 55002017-01-01408
Number of retired or separated participants receiving benefits2017-01-011,149
Number of other retired or separated participants entitled to future benefits2017-01-011,084
Total of all active and inactive participants2017-01-012,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01233
Total participants2017-01-012,874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE GATES GROUP RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31422,802,791
Acturial value of plan assets2016-12-31429,181,850
Funding target for retired participants and beneficiaries receiving payment2016-12-31337,506,983
Number of terminated vested participants2016-12-311,577
Fundng target for terminated vested participants2016-12-3134,449,778
Active participant vested funding target2016-12-3116,394,680
Number of active participants2016-12-31511
Total funding liabilities for active participants2016-12-3117,334,350
Total participant count2016-12-318,135
Total funding target for all participants2016-12-31389,291,111
Balance at beginning of prior year after applicable adjustments2016-12-3131,233,320
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3131,233,320
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3130,646,134
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,906,798
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-018,135
Total number of active participants reported on line 7a of the Form 55002016-01-01433
Number of retired or separated participants receiving benefits2016-01-014,781
Number of other retired or separated participants entitled to future benefits2016-01-011,458
Total of all active and inactive participants2016-01-016,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011,011
Total participants2016-01-017,683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE GATES GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,581
Total number of active participants reported on line 7a of the Form 55002015-01-01511
Number of retired or separated participants receiving benefits2015-01-015,036
Number of other retired or separated participants entitled to future benefits2015-01-011,559
Total of all active and inactive participants2015-01-017,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011,029
Total participants2015-01-018,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE GATES GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019,088
Total number of active participants reported on line 7a of the Form 55002014-01-01570
Number of retired or separated participants receiving benefits2014-01-015,268
Number of other retired or separated participants entitled to future benefits2014-01-011,702
Total of all active and inactive participants2014-01-017,540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011,041
Total participants2014-01-018,581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE GATES GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019,573
Total number of active participants reported on line 7a of the Form 55002013-01-01686
Number of retired or separated participants receiving benefits2013-01-015,479
Number of other retired or separated participants entitled to future benefits2013-01-011,870
Total of all active and inactive participants2013-01-018,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011,053
Total participants2013-01-019,088
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE GATES GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019,931
Total number of active participants reported on line 7a of the Form 55002012-01-01756
Number of retired or separated participants receiving benefits2012-01-015,751
Number of other retired or separated participants entitled to future benefits2012-01-012,023
Total of all active and inactive participants2012-01-018,530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011,043
Total participants2012-01-019,573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE GATES GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110,350
Total number of active participants reported on line 7a of the Form 55002011-01-01855
Number of retired or separated participants receiving benefits2011-01-015,858
Number of other retired or separated participants entitled to future benefits2011-01-012,179
Total of all active and inactive participants2011-01-018,892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011,039
Total participants2011-01-019,931
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE GATES GROUP RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0110,703
Total number of active participants reported on line 7a of the Form 55002010-01-011,073
Number of retired or separated participants receiving benefits2010-01-016,013
Number of other retired or separated participants entitled to future benefits2010-01-012,242
Total of all active and inactive participants2010-01-019,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011,022
Total participants2010-01-0110,350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: THE GATES GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110,860
Total number of active participants reported on line 7a of the Form 55002009-01-011,136
Number of retired or separated participants receiving benefits2009-01-016,141
Number of other retired or separated participants entitled to future benefits2009-01-012,381
Total of all active and inactive participants2009-01-019,658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011,045
Total participants2009-01-0110,703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on THE GATES GROUP RETIREMENT PLAN

Measure Date Value
2022 : THE GATES GROUP RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$144,098
Total unrealized appreciation/depreciation of assets2022-12-31$144,098
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$39,004
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$60,325
Total income from all sources (including contributions)2022-12-31$-32,753,513
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$21,650,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,138,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$148,336,544
Value of total assets at beginning of year2022-12-31$202,761,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,511,592
Total interest from all sources2022-12-31$43,360
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$312,154
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$10,054
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$40
Administrative expenses (other) incurred2022-12-31$755,159
Liabilities. Value of operating payables at end of year2022-12-31$39,004
Liabilities. Value of operating payables at beginning of year2022-12-31$60,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-54,403,628
Value of net assets at end of year (total assets less liabilities)2022-12-31$148,297,540
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$202,701,168
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
Assets. partnership/joint venture interests at end of year2022-12-31$19,304,099
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$259,106
Interest earned on other investments2022-12-31$43,360
Value of interest in common/collective trusts at end of year2022-12-31$129,022,391
Value of interest in common/collective trusts at beginning of year2022-12-31$201,043,025
Net investment gain or loss from common/collective trusts2022-12-31$-32,940,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$1,718,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$20,138,523
Contract administrator fees2022-12-31$185,173
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : THE GATES GROUP RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$60,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$332,083
Total income from all sources (including contributions)2021-12-31$16,789,424
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$21,830,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$20,473,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,782,799
Value of total assets at end of year2021-12-31$202,761,493
Value of total assets at beginning of year2021-12-31$208,074,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,356,935
Total interest from all sources2021-12-31$336
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$445,694
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$40
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$303,939
Liabilities. Value of operating payables at end of year2021-12-31$60,325
Liabilities. Value of operating payables at beginning of year2021-12-31$332,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-5,040,873
Value of net assets at end of year (total assets less liabilities)2021-12-31$202,701,168
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$207,742,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$265,677
Interest earned on other investments2021-12-31$336
Value of interest in common/collective trusts at end of year2021-12-31$201,043,025
Value of interest in common/collective trusts at beginning of year2021-12-31$205,391,124
Net investment gain or loss from common/collective trusts2021-12-31$15,006,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,782,799
Employer contributions (assets) at end of year2021-12-31$1,718,428
Employer contributions (assets) at beginning of year2021-12-31$2,683,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$20,473,362
Contract administrator fees2021-12-31$341,625
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : THE GATES GROUP RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$332,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$122,542
Total income from all sources (including contributions)2020-12-31$33,913,642
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$42,746,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$40,161,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,683,000
Value of total assets at end of year2020-12-31$208,074,124
Value of total assets at beginning of year2020-12-31$216,697,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,585,110
Total interest from all sources2020-12-31$135,954
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,283,338
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$17,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$11,765
Other income not declared elsewhere2020-12-31$83,339
Administrative expenses (other) incurred2020-12-31$1,132,275
Liabilities. Value of operating payables at end of year2020-12-31$332,083
Liabilities. Value of operating payables at beginning of year2020-12-31$110,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-8,832,678
Value of net assets at end of year (total assets less liabilities)2020-12-31$207,742,041
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$216,574,719
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
Investment advisory and management fees2020-12-31$169,497
Interest earned on other investments2020-12-31$135,954
Value of interest in common/collective trusts at end of year2020-12-31$205,391,124
Value of interest in common/collective trusts at beginning of year2020-12-31$210,422,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,422,978
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$661,000
Net investment gain/loss from pooled separate accounts2020-12-31$125,005
Net investment gain or loss from common/collective trusts2020-12-31$30,886,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,683,000
Employer contributions (assets) at end of year2020-12-31$2,683,000
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$39,500,210
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,834,131
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : THE GATES GROUP RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$122,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,574,621
Total income from all sources (including contributions)2019-12-31$39,167,091
Total loss/gain on sale of assets2019-12-31$97,005
Total of all expenses incurred2019-12-31$28,667,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$26,226,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$216,697,261
Value of total assets at beginning of year2019-12-31$208,649,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,440,648
Total interest from all sources2019-12-31$130,057
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$601,946
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$17,928
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,431,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$11,765
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,427,033
Other income not declared elsewhere2019-12-31$274,775
Administrative expenses (other) incurred2019-12-31$1,666,681
Liabilities. Value of operating payables at end of year2019-12-31$110,777
Liabilities. Value of operating payables at beginning of year2019-12-31$147,588
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$46,471
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$10,499,588
Value of net assets at end of year (total assets less liabilities)2019-12-31$216,574,719
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$206,075,131
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
Investment advisory and management fees2019-12-31$172,021
Interest earned on other investments2019-12-31$130,011
Value of interest in common/collective trusts at end of year2019-12-31$210,422,224
Value of interest in common/collective trusts at beginning of year2019-12-31$200,295,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$46
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,422,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,050,433
Net investment gain/loss from pooled separate accounts2019-12-31$103,783
Net investment gain or loss from common/collective trusts2019-12-31$38,561,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$26,226,855
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,834,131
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,825,816
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$241,966
Aggregate carrying amount (costs) on sale of assets2019-12-31$144,961
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ACM LLP
Accountancy firm EIN2019-12-31010724563
2018 : THE GATES GROUP RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$188,969
Total unrealized appreciation/depreciation of assets2018-12-31$188,969
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,574,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,505,158
Total income from all sources (including contributions)2018-12-31$-17,149,167
Total loss/gain on sale of assets2018-12-31$-17,968,375
Total of all expenses incurred2018-12-31$29,376,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$27,431,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$208,649,752
Value of total assets at beginning of year2018-12-31$254,105,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,944,705
Total interest from all sources2018-12-31$6,933,530
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$555,092
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$28,121,442
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,431,925
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,878,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,427,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,223,717
Other income not declared elsewhere2018-12-31$-149,695
Administrative expenses (other) incurred2018-12-31$976,858
Liabilities. Value of operating payables at end of year2018-12-31$147,588
Liabilities. Value of operating payables at beginning of year2018-12-31$281,441
Total non interest bearing cash at end of year2018-12-31$46,471
Total non interest bearing cash at beginning of year2018-12-31$1,361,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-46,525,488
Value of net assets at end of year (total assets less liabilities)2018-12-31$206,075,131
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$252,600,619
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
Investment advisory and management fees2018-12-31$393,555
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest earned on other investments2018-12-31$1,025,581
Income. Interest from US Government securities2018-12-31$72,668
Income. Interest from corporate debt instruments2018-12-31$5,746,856
Value of interest in common/collective trusts at end of year2018-12-31$200,295,107
Value of interest in common/collective trusts at beginning of year2018-12-31$1,089,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$88,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,050,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,115,707
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$6,277,733
Net investment gain/loss from pooled separate accounts2018-12-31$-54,267
Net investment gain or loss from common/collective trusts2018-12-31$-6,099,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$27,431,616
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$18,131,563
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,825,816
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$191,129,986
Contract administrator fees2018-12-31$19,200
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$531,430,360
Aggregate carrying amount (costs) on sale of assets2018-12-31$549,398,735
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ACM LLP
Accountancy firm EIN2018-12-31010724563
2017 : THE GATES GROUP RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$11,367,687
Total unrealized appreciation/depreciation of assets2017-12-31$11,367,687
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,505,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,496,849
Total income from all sources (including contributions)2017-12-31$31,926,199
Total loss/gain on sale of assets2017-12-31$7,300,791
Total of all expenses incurred2017-12-31$192,756,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$190,270,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$254,105,777
Value of total assets at beginning of year2017-12-31$417,928,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,486,840
Total interest from all sources2017-12-31$13,172,852
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$558,023
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$28,121,442
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$41,594,364
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,878,614
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,835,371
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,223,717
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$4,229,892
Other income not declared elsewhere2017-12-31$3,105
Administrative expenses (other) incurred2017-12-31$1,074,362
Liabilities. Value of operating payables at end of year2017-12-31$281,441
Liabilities. Value of operating payables at beginning of year2017-12-31$266,957
Total non interest bearing cash at end of year2017-12-31$1,361,146
Total non interest bearing cash at beginning of year2017-12-31$2,495,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-160,830,772
Value of net assets at end of year (total assets less liabilities)2017-12-31$252,600,619
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$413,431,391
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
Investment advisory and management fees2017-12-31$816,461
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest earned on other investments2017-12-31$1,813,696
Income. Interest from US Government securities2017-12-31$108,334
Income. Interest from corporate debt instruments2017-12-31$11,197,901
Value of interest in common/collective trusts at end of year2017-12-31$1,089,586
Value of interest in common/collective trusts at beginning of year2017-12-31$1,415,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$52,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,115,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,039,118
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$150,940,748
Asset value of US Government securities at end of year2017-12-31$6,277,733
Asset value of US Government securities at beginning of year2017-12-31$11,040,632
Net investment gain/loss from pooled separate accounts2017-12-31$81,764
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$39,329,383
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$18,131,563
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$29,272,946
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$191,129,986
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$320,234,693
Contract administrator fees2017-12-31$37,994
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$849,452,158
Aggregate carrying amount (costs) on sale of assets2017-12-31$842,151,367
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2017-12-31010724563
2016 : THE GATES GROUP RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,299,679
Total unrealized appreciation/depreciation of assets2016-12-31$3,299,679
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,496,849
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,405,549
Total income from all sources (including contributions)2016-12-31$35,920,490
Total loss/gain on sale of assets2016-12-31$15,220,598
Total of all expenses incurred2016-12-31$45,100,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$42,425,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$417,928,240
Value of total assets at beginning of year2016-12-31$426,016,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,674,193
Total interest from all sources2016-12-31$17,371,556
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$372,653
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$41,594,364
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$46,116,942
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,835,371
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,968,363
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,229,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,077,279
Other income not declared elsewhere2016-12-31$-39,971
Administrative expenses (other) incurred2016-12-31$1,360,676
Liabilities. Value of operating payables at end of year2016-12-31$266,957
Liabilities. Value of operating payables at beginning of year2016-12-31$328,270
Total non interest bearing cash at end of year2016-12-31$2,495,512
Total non interest bearing cash at beginning of year2016-12-31$3,371,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-9,179,583
Value of net assets at end of year (total assets less liabilities)2016-12-31$413,431,391
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$422,610,974
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
Investment advisory and management fees2016-12-31$921,171
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest earned on other investments2016-12-31$2,277,236
Income. Interest from US Government securities2016-12-31$250,863
Income. Interest from corporate debt instruments2016-12-31$14,786,143
Value of interest in common/collective trusts at end of year2016-12-31$1,415,604
Value of interest in common/collective trusts at beginning of year2016-12-31$1,473,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$57,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,039,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,017,654
Asset value of US Government securities at end of year2016-12-31$11,040,632
Asset value of US Government securities at beginning of year2016-12-31$23,393,991
Net investment gain/loss from pooled separate accounts2016-12-31$68,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$42,425,880
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$29,272,946
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$38,024,154
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$320,234,693
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$304,650,393
Contract administrator fees2016-12-31$19,693
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
Aggregate proceeds on sale of assets2016-12-31$922,009,968
Aggregate carrying amount (costs) on sale of assets2016-12-31$906,789,370
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2016-12-31010724563
2015 : THE GATES GROUP RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-20,443,325
Total unrealized appreciation/depreciation of assets2015-12-31$-20,443,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,405,549
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,294,192
Total income from all sources (including contributions)2015-12-31$-8,217,133
Total loss/gain on sale of assets2015-12-31$-6,138,846
Total of all expenses incurred2015-12-31$47,625,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$45,542,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$426,016,523
Value of total assets at beginning of year2015-12-31$482,747,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,082,789
Total interest from all sources2015-12-31$18,479,651
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$314,049
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$46,116,942
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$60,205,694
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,968,363
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$7,158,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,077,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,033,435
Other income not declared elsewhere2015-12-31$-135,621
Administrative expenses (other) incurred2015-12-31$717,950
Liabilities. Value of operating payables at end of year2015-12-31$328,270
Liabilities. Value of operating payables at beginning of year2015-12-31$260,757
Total non interest bearing cash at end of year2015-12-31$3,371,305
Total non interest bearing cash at beginning of year2015-12-31$3,129,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-55,842,396
Value of net assets at end of year (total assets less liabilities)2015-12-31$422,610,974
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$478,453,370
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$1,028,042
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 earned on other investments2015-12-31$2,689,769
Income. Interest from US Government securities2015-12-31$308,482
Income. Interest from corporate debt instruments2015-12-31$15,470,168
Value of interest in common/collective trusts at end of year2015-12-31$1,473,721
Value of interest in common/collective trusts at beginning of year2015-12-31$1,922,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$11,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,017,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,105,339
Asset value of US Government securities at end of year2015-12-31$23,393,991
Asset value of US Government securities at beginning of year2015-12-31$27,955,277
Net investment gain/loss from pooled separate accounts2015-12-31$21,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$45,542,474
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$38,024,154
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$195,296,300
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$304,650,393
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$182,974,802
Contract administrator fees2015-12-31$22,748
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
Aggregate proceeds on sale of assets2015-12-31$880,149,007
Aggregate carrying amount (costs) on sale of assets2015-12-31$886,287,853
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2015-12-31010724563
2014 : THE GATES GROUP RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$21,220,783
Total unrealized appreciation/depreciation of assets2014-12-31$21,220,783
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,294,192
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,873,242
Total income from all sources (including contributions)2014-12-31$54,516,554
Total loss/gain on sale of assets2014-12-31$12,947,734
Total of all expenses incurred2014-12-31$49,150,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$47,159,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$482,747,562
Value of total assets at beginning of year2014-12-31$477,960,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,990,626
Total interest from all sources2014-12-31$20,144,171
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$384,213
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$60,205,694
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$65,749,440
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$7,158,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$7,837,312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,033,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,542,731
Other income not declared elsewhere2014-12-31$45,382
Administrative expenses (other) incurred2014-12-31$603,550
Liabilities. Value of operating payables at end of year2014-12-31$260,757
Liabilities. Value of operating payables at beginning of year2014-12-31$330,511
Total non interest bearing cash at end of year2014-12-31$3,129,285
Total non interest bearing cash at beginning of year2014-12-31$5,820,919
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$5,366,482
Value of net assets at end of year (total assets less liabilities)2014-12-31$478,453,370
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$473,086,888
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$976,551
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest earned on other investments2014-12-31$3,289,390
Income. Interest from US Government securities2014-12-31$261,518
Income. Interest from corporate debt instruments2014-12-31$16,585,217
Value of interest in common/collective trusts at end of year2014-12-31$1,922,165
Value of interest in common/collective trusts at beginning of year2014-12-31$822,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$8,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,105,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,021,427
Asset value of US Government securities at end of year2014-12-31$27,955,277
Asset value of US Government securities at beginning of year2014-12-31$19,948,118
Net investment gain/loss from pooled separate accounts2014-12-31$158,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$47,159,446
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$195,296,300
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$208,958,638
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$182,974,802
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$164,801,641
Contract administrator fees2014-12-31$26,312
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$932,841,756
Aggregate carrying amount (costs) on sale of assets2014-12-31$919,894,022
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2014-12-31010724563
2013 : THE GATES GROUP RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-22,767,937
Total unrealized appreciation/depreciation of assets2013-12-31$-22,767,937
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,873,242
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,338,280
Total income from all sources (including contributions)2013-12-31$-9,185,763
Total loss/gain on sale of assets2013-12-31$-24,575,042
Total of all expenses incurred2013-12-31$51,432,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$49,538,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$477,960,130
Value of total assets at beginning of year2013-12-31$535,043,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,894,148
Total interest from all sources2013-12-31$19,887,507
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$412,419
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$65,749,440
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$-889,726
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$7,837,312
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,785,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,542,731
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,106,830
Other income not declared elsewhere2013-12-31$-36,071
Administrative expenses (other) incurred2013-12-31$411,168
Liabilities. Value of operating payables at end of year2013-12-31$330,511
Liabilities. Value of operating payables at beginning of year2013-12-31$231,450
Total non interest bearing cash at end of year2013-12-31$5,820,919
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-60,618,361
Value of net assets at end of year (total assets less liabilities)2013-12-31$473,086,888
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$533,705,249
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$1,029,650
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 earned on other investments2013-12-31$3,233,582
Income. Interest from US Government securities2013-12-31$1,050,917
Income. Interest from corporate debt instruments2013-12-31$15,589,656
Value of interest in common/collective trusts at end of year2013-12-31$822,635
Value of interest in common/collective trusts at beginning of year2013-12-31$322,467,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$252,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$252,603
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$13,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,021,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,140,934
Asset value of US Government securities at end of year2013-12-31$19,948,118
Asset value of US Government securities at beginning of year2013-12-31$195,021,210
Net investment gain/loss from pooled separate accounts2013-12-31$144,569
Net investment gain or loss from common/collective trusts2013-12-31$18,161,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$49,538,450
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$208,958,638
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$164,801,641
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$5,508,635
Contract administrator fees2013-12-31$40,911
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$6,756,253
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
Aggregate proceeds on sale of assets2013-12-31$1,539,734,312
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,564,309,354
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2013-12-31010724563
2012 : THE GATES GROUP RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-1,809,190
Total unrealized appreciation/depreciation of assets2012-12-31$-1,809,190
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,338,280
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$307,790
Total income from all sources (including contributions)2012-12-31$77,497,025
Total loss/gain on sale of assets2012-12-31$-1,775,472
Total of all expenses incurred2012-12-31$49,864,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$48,245,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,250,000
Value of total assets at end of year2012-12-31$535,043,529
Value of total assets at beginning of year2012-12-31$506,380,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,618,297
Total interest from all sources2012-12-31$3,584,269
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$436,666
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$-889,726
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,785,628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$119,833
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,106,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$82,933
Administrative expenses (other) incurred2012-12-31$364,417
Liabilities. Value of operating payables at end of year2012-12-31$231,450
Liabilities. Value of operating payables at beginning of year2012-12-31$307,790
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$27,632,897
Value of net assets at end of year (total assets less liabilities)2012-12-31$533,705,249
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$506,072,352
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$759,503
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest earned on other investments2012-12-31$191,542
Income. Interest from US Government securities2012-12-31$3,392,610
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$498,497,312
Value of interest in common/collective trusts at end of year2012-12-31$322,467,992
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$252,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,140,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,012,997
Asset value of US Government securities at end of year2012-12-31$195,021,210
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$120,296
Net investment gain or loss from common/collective trusts2012-12-31$838,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Contributions received in cash from employer2012-12-31$11,250,000
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$3,750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$48,245,831
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$5,508,635
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$57,711
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$6,756,253
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$70,184,268
Aggregate carrying amount (costs) on sale of assets2012-12-31$71,959,740
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2012-12-31010724563
2011 : THE GATES GROUP RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$69,942
Total unrealized appreciation/depreciation of assets2011-12-31$69,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$307,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$216,327
Total income from all sources (including contributions)2011-12-31$105,584,885
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$44,754,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$42,886,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,990,260
Value of total assets at end of year2011-12-31$506,380,142
Value of total assets at beginning of year2011-12-31$445,458,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,868,377
Total interest from all sources2011-12-31$205,727
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$405,032
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$119,833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$119,833
Administrative expenses (other) incurred2011-12-31$639,406
Liabilities. Value of operating payables at end of year2011-12-31$307,790
Liabilities. Value of operating payables at beginning of year2011-12-31$216,327
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$60,830,493
Value of net assets at end of year (total assets less liabilities)2011-12-31$506,072,352
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$445,241,859
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$776,366
Interest earned on other investments2011-12-31$205,727
Value of interest in master investment trust accounts at end of year2011-12-31$498,497,312
Value of interest in master investment trust accounts at beginning of year2011-12-31$431,630,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,012,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,950,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$13,990,260
Employer contributions (assets) at end of year2011-12-31$3,750,000
Employer contributions (assets) at beginning of year2011-12-31$9,757,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$42,886,015
Contract administrator fees2011-12-31$47,573
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2011-12-31010724563
2010 : THE GATES GROUP RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$185,787
Total unrealized appreciation/depreciation of assets2010-12-31$185,787
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$216,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$346,049
Total income from all sources (including contributions)2010-12-31$98,451,780
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$45,880,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$43,461,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$19,762,705
Value of total assets at end of year2010-12-31$445,458,186
Value of total assets at beginning of year2010-12-31$393,016,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,419,204
Total interest from all sources2010-12-31$208,429
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$572,886
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$119,833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$119,833
Administrative expenses (other) incurred2010-12-31$1,011,033
Liabilities. Value of operating payables at end of year2010-12-31$216,327
Liabilities. Value of operating payables at beginning of year2010-12-31$346,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$52,570,957
Value of net assets at end of year (total assets less liabilities)2010-12-31$445,241,859
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$392,670,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$773,333
Interest earned on other investments2010-12-31$208,429
Value of interest in master investment trust accounts at end of year2010-12-31$431,630,185
Value of interest in master investment trust accounts at beginning of year2010-12-31$389,104,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,950,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,792,740
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$19,762,705
Employer contributions (assets) at end of year2010-12-31$9,757,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$43,461,619
Contract administrator fees2010-12-31$61,952
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2010-12-31010724563
2009 : THE GATES GROUP RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE GATES GROUP RETIREMENT PLAN

2022: THE GATES GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE GATES GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE GATES GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE GATES GROUP RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE GATES GROUP RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE GATES GROUP RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE GATES GROUP RETIREMENT PLAN 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: THE GATES GROUP RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE GATES GROUP RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE GATES GROUP RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE GATES GROUP RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE GATES GROUP RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE GATES GROUP RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE GATES GROUP RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number336130
Policy instance 1
Insurance contract or identification number336130
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC163A
Policy instance 2
Insurance contract or identification numberGAC163A
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number336130
Policy instance 1
Insurance contract or identification number336130
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC163A
Policy instance 2
Insurance contract or identification numberGAC163A
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number336130
Policy instance 1
Insurance contract or identification number336130
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC163A
Policy instance 2
Insurance contract or identification numberGAC163A
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number336130
Policy instance 1
Insurance contract or identification number336130
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC163A
Policy instance 2
Insurance contract or identification numberGAC163A
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
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 ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGA-48078
Policy instance 3
Insurance contract or identification numberGA-48078
Number of Individuals Covered4267
Insurance policy start date2017-09-28
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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

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