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WHX & API FOILS PENSION PLAN 401k Plan overview

Plan NameWHX & API FOILS PENSION PLAN
Plan identification number 002

WHX & API FOILS PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STEEL EXCEL has sponsored the creation of one or more 401k plans.

Company Name:STEEL EXCEL
Employer identification number (EIN):942748530
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about STEEL EXCEL

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4830308

More information about STEEL EXCEL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHX & API FOILS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-04-01
0022020-01-01
0022019-04-01

Plan Statistics for WHX & API FOILS PENSION PLAN

401k plan membership statisitcs for WHX & API FOILS PENSION PLAN

Measure Date Value
2021: WHX & API FOILS PENSION PLAN 2021 401k membership
Market value of plan assets2021-03-312,223,341
Acturial value of plan assets2021-03-312,357,311
Funding target for retired participants and beneficiaries receiving payment2021-03-311,081,463
Number of terminated vested participants2021-03-3177
Fundng target for terminated vested participants2021-03-311,934,012
Active participant vested funding target2021-03-31134,743
Number of active participants2021-03-319
Total funding liabilities for active participants2021-03-31134,743
Total participant count2021-03-31110
Total funding target for all participants2021-03-313,150,218
Balance at beginning of prior year after applicable adjustments2021-03-310
Prefunding balance at beginning of prior year after applicable adjustments2021-03-3135,645
Carryover balanced portion elected for use to offset prior years funding requirement2021-03-310
Prefunding balanced used to offset prior years funding requirement2021-03-310
Amount remaining of carryover balance2021-03-310
Amount remaining of prefunding balance2021-03-3135,645
Present value of excess contributions2021-03-311,689
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-03-311,783
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-03-311,783
Reductions in caryover balances due to elections or deemed elections2021-03-310
Reductions in prefunding balances due to elections or deemed elections2021-03-310
Balance of carryovers at beginning of current year2021-03-310
Balance of prefunding at beginning of current year2021-03-3136,908
Total employer contributions2021-03-312,140,722
Total employee contributions2021-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-03-310
Contributions made to avoid restrictions adjusted to valuation date2021-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-03-312,051,749
Liquidity shortfalls end of Q12021-03-310
Liquidity shortfalls end of Q22021-03-310
Liquidity shortfalls end of Q32021-03-310
Liquidity shortfalls end of Q42021-03-310
Unpaid minimum required contributions for all prior years2021-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-03-310
Remaining amount of unpaid minimum required contributions2021-03-310
Minimum required contributions for current year target normal cost2021-03-31297,500
Net shortfall amortization installment of oustanding balance2021-03-3169,269,519
Waiver amortization installment2021-03-310
Total funding amount beforereflecting carryover/prefunding balances2021-03-312,051,749
Additional cash requirement2021-03-312,051,749
Contributions allocatedtoward minimum required contributions for current year2021-03-312,051,749
Unpaid minimum required contributions for current year2021-03-310
Unpaid minimum required contributions for all years2021-03-310
2020: WHX & API FOILS PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01110
Total number of active participants reported on line 7a of the Form 55002020-04-0192
Number of retired or separated participants receiving benefits2020-04-013,013
Number of other retired or separated participants entitled to future benefits2020-04-011,764
Total of all active and inactive participants2020-04-014,869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-01772
Total participants2020-04-015,641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
Market value of plan assets2020-03-312,590,263
Acturial value of plan assets2020-03-312,597,712
Funding target for retired participants and beneficiaries receiving payment2020-03-31938,558
Number of terminated vested participants2020-03-3174
Fundng target for terminated vested participants2020-03-312,009,326
Active participant vested funding target2020-03-31359,495
Number of active participants2020-03-3123
Total funding liabilities for active participants2020-03-31359,495
Total participant count2020-03-31120
Total funding target for all participants2020-03-313,307,379
Balance at beginning of prior year after applicable adjustments2020-03-310
Prefunding balance at beginning of prior year after applicable adjustments2020-03-3134,134
Carryover balanced portion elected for use to offset prior years funding requirement2020-03-310
Prefunding balanced used to offset prior years funding requirement2020-03-310
Amount remaining of carryover balance2020-03-310
Amount remaining of prefunding balance2020-03-3134,134
Present value of excess contributions2020-03-316
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-03-316
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-03-316
Reductions in caryover balances due to elections or deemed elections2020-03-310
Reductions in prefunding balances due to elections or deemed elections2020-03-310
Balance of carryovers at beginning of current year2020-03-310
Balance of prefunding at beginning of current year2020-03-3135,645
Total employer contributions2020-03-31289,156
Total employee contributions2020-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-03-310
Contributions made to avoid restrictions adjusted to valuation date2020-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-03-31270,981
Liquidity shortfalls end of Q12020-03-310
Liquidity shortfalls end of Q22020-03-310
Liquidity shortfalls end of Q32020-03-310
Liquidity shortfalls end of Q42020-03-310
Unpaid minimum required contributions for all prior years2020-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-03-310
Remaining amount of unpaid minimum required contributions2020-03-310
Minimum required contributions for current year target normal cost2020-03-3190,000
Net shortfall amortization installment of oustanding balance2020-03-31745,312
Waiver amortization installment2020-03-310
Total funding amount beforereflecting carryover/prefunding balances2020-03-31269,292
Carryover balance elected to use to offset funding requirement2020-03-310
Prefunding balance elected to use to offset funding requirement2020-03-310
Additional cash requirement2020-03-31269,292
Contributions allocatedtoward minimum required contributions for current year2020-03-31270,981
Unpaid minimum required contributions for current year2020-03-310
Unpaid minimum required contributions for all years2020-03-310
Total participants, beginning-of-year2020-01-01326
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: WHX & API FOILS PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01120
Total number of active participants reported on line 7a of the Form 55002019-04-019
Number of retired or separated participants receiving benefits2019-04-0119
Number of other retired or separated participants entitled to future benefits2019-04-0177
Total of all active and inactive participants2019-04-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-015
Total participants2019-04-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010

Financial Data on WHX & API FOILS PENSION PLAN

Measure Date Value
2021 : WHX & API FOILS PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total transfer of assets to this plan2021-03-31$310,711,248
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$151,995
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$20,091,225
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$8,600,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$8,333,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$364,473
Value of total assets at end of year2021-03-31$324,423,858
Value of total assets at beginning of year2021-03-31$2,069,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$266,651
Total interest from all sources2021-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Administrative expenses professional fees incurred2021-03-31$158,110
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Administrative expenses (other) incurred2021-03-31$63,143
Liabilities. Value of operating payables at end of year2021-03-31$151,995
Liabilities. Value of operating payables at beginning of year2021-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$11,490,739
Value of net assets at end of year (total assets less liabilities)2021-03-31$324,271,863
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$2,069,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$3,904
Value of interest in pooled separate accounts at end of year2021-03-31$11,499
Value of interest in pooled separate accounts at beginning of year2021-03-31$2,069,876
Value of interest in master investment trust accounts at end of year2021-03-31$321,812,359
Value of interest in master investment trust accounts at beginning of year2021-03-31$0
Net investment gain/loss from pooled separate accounts2021-03-31$454,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31Yes
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$364,473
Employer contributions (assets) at end of year2021-03-31$2,600,000
Employer contributions (assets) at beginning of year2021-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$8,333,835
Contract administrator fees2021-03-31$41,494
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31BAKER TILLY US LLP
Accountancy firm EIN2021-03-31390859910
2020 : WHX & API FOILS PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-08-05$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-08-05$0
Total unrealized appreciation/depreciation of assets2020-08-05$0
Total transfer of assets to this plan2020-08-05$0
Total transfer of assets from this plan2020-08-05$20,693,702
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-05$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-05$0
Expenses. Interest paid2020-08-05$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-08-05$0
Total income from all sources (including contributions)2020-08-05$1,733,806
Total loss/gain on sale of assets2020-08-05$-27,825
Total of all expenses incurred2020-08-05$5,617,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-05$5,588,327
Expenses. Certain deemed distributions of participant loans2020-08-05$11,551
Value of total corrective distributions2020-08-05$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-05$704,190
Value of total assets at end of year2020-08-05$0
Value of total assets at beginning of year2020-08-05$24,577,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-05$17,405
Total income from rents2020-08-05$0
Total interest from all sources2020-08-05$16,050
Total dividends received (eg from common stock, registered investment company shares)2020-08-05$254,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-05No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-05$253,155
Assets. Real estate other than employer real property at end of year2020-08-05$0
Assets. Real estate other than employer real property at beginning of year2020-08-05$0
Administrative expenses professional fees incurred2020-08-05$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-08-05$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-08-05$0
Was this plan covered by a fidelity bond2020-08-05Yes
Value of fidelity bond cover2020-08-05$500,000
If this is an individual account plan, was there a blackout period2020-08-05No
Were there any nonexempt tranactions with any party-in-interest2020-08-05No
Contributions received from participants2020-08-05$581,702
Participant contributions at end of year2020-08-05$0
Participant contributions at beginning of year2020-08-05$500,324
Participant contributions at end of year2020-08-05$0
Participant contributions at beginning of year2020-08-05$0
Assets. Other investments not covered elsewhere at end of year2020-08-05$0
Assets. Other investments not covered elsewhere at beginning of year2020-08-05$0
Income. Received or receivable in cash from other sources (including rollovers)2020-08-05$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-08-05$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-08-05$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-08-05$0
Assets. Loans (other than to participants) at end of year2020-08-05$0
Assets. Loans (other than to participants) at beginning of year2020-08-05$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-08-05$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-08-05$0
Other income not declared elsewhere2020-08-05$0
Administrative expenses (other) incurred2020-08-05$1,964
Liabilities. Value of operating payables at end of year2020-08-05$0
Liabilities. Value of operating payables at beginning of year2020-08-05$0
Total non interest bearing cash at end of year2020-08-05$0
Total non interest bearing cash at beginning of year2020-08-05$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-05No
Income. Non cash contributions2020-08-05$0
Value of net income/loss2020-08-05$-3,883,477
Value of net assets at end of year (total assets less liabilities)2020-08-05$0
Value of net assets at beginning of year (total assets less liabilities)2020-08-05$24,577,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-05No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-05No
Were any leases to which the plan was party in default or uncollectible2020-08-05No
Assets. partnership/joint venture interests at end of year2020-08-05$0
Assets. partnership/joint venture interests at beginning of year2020-08-05$0
Investment advisory and management fees2020-08-05$15,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-05$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-05$22,120,054
Value of interest in pooled separate accounts at end of year2020-08-05$0
Value of interest in pooled separate accounts at beginning of year2020-08-05$0
Interest on participant loans2020-08-05$15,246
Income. Interest from loans (other than to participants)2020-08-05$0
Interest earned on other investments2020-08-05$0
Income. Interest from US Government securities2020-08-05$0
Income. Interest from corporate debt instruments2020-08-05$0
Value of interest in master investment trust accounts at end of year2020-08-05$0
Value of interest in master investment trust accounts at beginning of year2020-08-05$0
Value of interest in common/collective trusts at end of year2020-08-05$0
Value of interest in common/collective trusts at beginning of year2020-08-05$1,344,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-08-05$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-08-05$236,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-08-05$236,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-08-05$804
Assets. Value of investments in 103.12 investment entities at end of year2020-08-05$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-08-05$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-08-05$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-08-05$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-08-05$0
Asset value of US Government securities at end of year2020-08-05$0
Asset value of US Government securities at beginning of year2020-08-05$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-05$772,770
Net investment gain/loss from pooled separate accounts2020-08-05$0
Net investment gain or loss from common/collective trusts2020-08-05$14,580
Net gain/loss from 103.12 investment entities2020-08-05$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-05No
Was there a failure to transmit to the plan any participant contributions2020-08-05No
Has the plan failed to provide any benefit when due under the plan2020-08-05No
Assets. Invements in employer securities at end of year2020-08-05$0
Assets. Invements in employer securities at beginning of year2020-08-05$0
Assets. Value of employer real property at end of year2020-08-05$0
Assets. Value of employer real property at beginning of year2020-08-05$0
Contributions received in cash from employer2020-08-05$122,488
Employer contributions (assets) at end of year2020-08-05$0
Employer contributions (assets) at beginning of year2020-08-05$0
Income. Dividends from preferred stock2020-08-05$0
Income. Dividends from common stock2020-08-05$886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-05$5,588,327
Asset. Corporate debt instrument preferred debt at end of year2020-08-05$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-08-05$0
Asset. Corporate debt instrument debt (other) at end of year2020-08-05$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-08-05$0
Contract administrator fees2020-08-05$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-08-05No
Assets. Corporate common stocks other than exployer securities at end of year2020-08-05$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-08-05$375,474
Liabilities. Value of benefit claims payable at end of year2020-08-05$0
Liabilities. Value of benefit claims payable at beginning of year2020-08-05$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-08-05$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-08-05$0
Did the plan have assets held for investment2020-08-05No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-05No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-05Yes
Aggregate proceeds on sale of assets2020-08-05$414,183
Aggregate carrying amount (costs) on sale of assets2020-08-05$442,008
Liabilities. Value of acquisition indebtedness at end of year2020-08-05$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-08-05$0
Opinion of an independent qualified public accountant for this plan2020-08-05Disclaimer
Accountancy firm name2020-08-05BAKER TILLY US, LLP
Accountancy firm EIN2020-08-05390859910
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$161,186
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$614,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$518,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$197,821
Value of total assets at end of year2020-03-31$2,069,876
Value of total assets at beginning of year2020-03-31$2,522,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$95,598
Total interest from all sources2020-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Administrative expenses (other) incurred2020-03-31$95,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-453,017
Value of net assets at end of year (total assets less liabilities)2020-03-31$2,069,876
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$2,522,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in pooled separate accounts at end of year2020-03-31$2,069,876
Value of interest in pooled separate accounts at beginning of year2020-03-31$2,522,893
Net investment gain/loss from pooled separate accounts2020-03-31$-36,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$197,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$518,605
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31BAKER TILLY US, LLP
Accountancy firm EIN2020-03-31390859910

Form 5500 Responses for WHX & API FOILS PENSION PLAN

2020: WHX & API FOILS PENSION PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WHX & API FOILS PENSION PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedYes
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017299
Policy instance 1
Insurance contract or identification number017299
Number of Individuals Covered0
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $1,818
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,818
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017299
Policy instance 1
Insurance contract or identification number017299
Number of Individuals Covered110
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $7,527
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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