?>
Logo

BORAL BARGAINING UNIT EMPLOYEES PENSION PLAN 401k Plan overview

Plan NameBORAL BARGAINING UNIT EMPLOYEES PENSION PLAN
Plan identification number 016

BORAL BARGAINING UNIT EMPLOYEES PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

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

Company Name:BORAL INDUSTRIES INC.
Employer identification number (EIN):953304692
NAIC Classification:212390
NAIC Description: Other Nonmetallic Mineral Mining and Quarrying

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BORAL BARGAINING UNIT EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0162013-01-01PAMELA HARRIS PAMELA HARRIS2014-10-15
0162012-01-01PAMELA HARRIS PAMELA HARRIS2013-10-15
0162011-01-01PAMELA HARRIS PAMELA HARRIS2012-10-15
0162010-01-01PAMELA HARRIS PAMELA HARRIS2011-10-17
0162009-01-01MICHAEL STANLEY MICHAEL STANLEY2010-10-15

Plan Statistics for BORAL BARGAINING UNIT EMPLOYEES PENSION PLAN

401k plan membership statisitcs for BORAL BARGAINING UNIT EMPLOYEES PENSION PLAN

Measure Date Value
2013: BORAL BARGAINING UNIT EMPLOYEES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01106
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BORAL BARGAINING UNIT EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01610
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-0142
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0119
Total participants2012-01-01105
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BORAL BARGAINING UNIT EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01632
Total number of active participants reported on line 7a of the Form 55002011-01-01138
Number of retired or separated participants receiving benefits2011-01-01165
Number of other retired or separated participants entitled to future benefits2011-01-01255
Total of all active and inactive participants2011-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0152
Total participants2011-01-01610
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: BORAL BARGAINING UNIT EMPLOYEES PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01663
Total number of active participants reported on line 7a of the Form 55002010-01-01157
Number of retired or separated participants receiving benefits2010-01-01163
Number of other retired or separated participants entitled to future benefits2010-01-01267
Total of all active and inactive participants2010-01-01587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0145
Total participants2010-01-01632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: BORAL BARGAINING UNIT EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01692
Total number of active participants reported on line 7a of the Form 55002009-01-01223
Number of retired or separated participants receiving benefits2009-01-01162
Number of other retired or separated participants entitled to future benefits2009-01-01231
Total of all active and inactive participants2009-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0147
Total participants2009-01-01663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on BORAL BARGAINING UNIT EMPLOYEES PENSION PLAN

Measure Date Value
2013 : BORAL BARGAINING UNIT EMPLOYEES PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$830,228
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$855,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$847,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$828,499
Value of total assets at end of year2013-12-31$0
Value of total assets at beginning of year2013-12-31$24,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,916
Total interest from all sources2013-12-31$1,729
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 year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$645
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$1,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-24,905
Value of net assets at end of year (total assets less liabilities)2013-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,905
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,951
Interest earned on other investments2013-12-31$1,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
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
Contributions received in cash from employer2013-12-31$828,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$847,217
Contract administrator fees2013-12-31$7,916
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SMITH & HOWARD
Accountancy firm EIN2013-12-31581250486
2012 : BORAL BARGAINING UNIT EMPLOYEES PENSION PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$59,627
Total income from all sources (including contributions)2012-12-31$886,677
Total of all expenses incurred2012-12-31$10,606,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,495,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$430,000
Value of total assets at end of year2012-12-31$24,905
Value of total assets at beginning of year2012-12-31$9,804,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$111,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,050
Other income not declared elsewhere2012-12-31$179,780
Liabilities. Value of operating payables at beginning of year2012-12-31$59,627
Total non interest bearing cash at end of year2012-12-31$1,309
Total non interest bearing cash at beginning of year2012-12-31$7,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-9,720,081
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,905
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,744,986
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$22,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,796,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$276,897
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$430,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,495,195
Contract administrator fees2012-12-31$111,563
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SMITH & HOWARD
Accountancy firm EIN2012-12-31581250486
2011 : BORAL BARGAINING UNIT EMPLOYEES PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$59,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$63,720
Total income from all sources (including contributions)2011-12-31$66,637
Total of all expenses incurred2011-12-31$824,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$696,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$370,000
Value of total assets at end of year2011-12-31$9,804,613
Value of total assets at beginning of year2011-12-31$10,566,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$128,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,050
Other income not declared elsewhere2011-12-31$215,601
Liabilities. Value of operating payables at end of year2011-12-31$59,627
Liabilities. Value of operating payables at beginning of year2011-12-31$63,720
Total non interest bearing cash at end of year2011-12-31$7,051
Total non interest bearing cash at beginning of year2011-12-31$2,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-758,227
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,744,986
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,503,213
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,796,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,402,980
Value of interest in common/collective trusts at beginning of year2011-12-31$7,461,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-518,964
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$370,000
Employer contributions (assets) at beginning of year2011-12-31$700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$696,597
Contract administrator fees2011-12-31$128,267
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31SMITH & HOWARD
Accountancy firm EIN2011-12-31581250486
2010 : BORAL BARGAINING UNIT EMPLOYEES PENSION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$63,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$121,006
Total income from all sources (including contributions)2010-12-31$2,061,083
Total of all expenses incurred2010-12-31$869,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$771,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,146,410
Value of total assets at end of year2010-12-31$10,566,933
Value of total assets at beginning of year2010-12-31$9,432,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$98,062
Total interest from all sources2010-12-31$3,610
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$30,345
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$48,688
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Other income not declared elsewhere2010-12-31$66,021
Administrative expenses (other) incurred2010-12-31$7,615
Liabilities. Value of operating payables at end of year2010-12-31$63,720
Liabilities. Value of operating payables at beginning of year2010-12-31$121,006
Total non interest bearing cash at end of year2010-12-31$2,281
Total non interest bearing cash at beginning of year2010-12-31$2,169
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$1,191,263
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,503,213
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,311,950
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$41,759
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,402,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,082,724
Interest earned on other investments2010-12-31$3,610
Value of interest in common/collective trusts at end of year2010-12-31$7,461,672
Value of interest in common/collective trusts at beginning of year2010-12-31$6,648,063
Net investment gain or loss from common/collective trusts2010-12-31$814,697
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$1,146,410
Employer contributions (assets) at end of year2010-12-31$700,000
Employer contributions (assets) at beginning of year2010-12-31$700,000
Income. Dividends from common stock2010-12-31$30,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$771,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31SMITH & HOWARD
Accountancy firm EIN2010-12-31581250486
2009 : BORAL BARGAINING UNIT EMPLOYEES PENSION 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 BORAL BARGAINING UNIT EMPLOYEES PENSION PLAN

2013: BORAL BARGAINING UNIT EMPLOYEES PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BORAL BARGAINING UNIT EMPLOYEES PENSION 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BORAL BARGAINING UNIT EMPLOYEES PENSION 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BORAL BARGAINING UNIT EMPLOYEES PENSION 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 planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BORAL BARGAINING UNIT EMPLOYEES PENSION 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3