?>
Logo

WARTSILA HOLDING, INC. RETIREMENT PLAN 401k Plan overview

Plan NameWARTSILA HOLDING, INC. RETIREMENT PLAN
Plan identification number 001

WARTSILA HOLDING, INC. RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

WARTSILA HOLDING, INC. has sponsored the creation of one or more 401k plans.

Company Name:WARTSILA HOLDING, INC.
Employer identification number (EIN):953418625
NAIC Classification:811310
NAIC Description:Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WARTSILA HOLDING, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTINA WILLIAMS LEA KELLOGG2018-10-09
0012016-01-01CHRISTINA WILLIAMS LEA KELLOGG2017-10-13
0012015-01-01CHRISTINA WILLIAMS LEA KELLOGG2016-10-13
0012015-01-01CHRISTINA WILLIAMS LEA KELLOGG2016-10-14
0012014-01-01CHRISTINA WILLIAMS LEA KELLOGG2015-10-08
0012013-01-01CHRISTINA WILLIAMS LEA KELLOGG2014-10-15
0012012-01-01CHRISTINA WILLIAMS LEA KELLOGG2013-10-03
0012011-01-01CHRISTINA WILLIAMS
0012009-01-01CHRISTINA WILLIAMS OLINDA A ROXBURY2010-09-28

Plan Statistics for WARTSILA HOLDING, INC. RETIREMENT PLAN

401k plan membership statisitcs for WARTSILA HOLDING, INC. RETIREMENT PLAN

Measure Date Value
2022: WARTSILA HOLDING, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,115
Total number of active participants reported on line 7a of the Form 55002022-01-01907
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01305
Total of all active and inactive participants2022-01-011,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,217
Number of participants with account balances2022-01-011,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WARTSILA HOLDING, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,081
Total number of active participants reported on line 7a of the Form 55002021-01-01819
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01286
Total of all active and inactive participants2021-01-011,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,110
Number of participants with account balances2021-01-011,107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WARTSILA HOLDING, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,063
Total number of active participants reported on line 7a of the Form 55002020-01-01819
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01252
Total of all active and inactive participants2020-01-011,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,076
Number of participants with account balances2020-01-011,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WARTSILA HOLDING, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,031
Total number of active participants reported on line 7a of the Form 55002019-01-01847
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01213
Total of all active and inactive participants2019-01-011,063
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,063
Number of participants with account balances2019-01-011,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WARTSILA HOLDING, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01921
Total number of active participants reported on line 7a of the Form 55002018-01-01840
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01189
Total of all active and inactive participants2018-01-011,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,031
Number of participants with account balances2018-01-011,031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WARTSILA HOLDING, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01854
Total number of active participants reported on line 7a of the Form 55002017-01-01748
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01171
Total of all active and inactive participants2017-01-01921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01921
Number of participants with account balances2017-01-01921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WARTSILA HOLDING, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01658
Total number of active participants reported on line 7a of the Form 55002016-01-01696
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01155
Total of all active and inactive participants2016-01-01854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01854
Number of participants with account balances2016-01-01854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: WARTSILA HOLDING, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01542
Total number of active participants reported on line 7a of the Form 55002015-01-01509
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01148
Total of all active and inactive participants2015-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01658
Number of participants with account balances2015-01-01658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: WARTSILA HOLDING, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01540
Total number of active participants reported on line 7a of the Form 55002014-01-01406
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01136
Total of all active and inactive participants2014-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01542
Number of participants with account balances2014-01-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WARTSILA HOLDING, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01515
Total number of active participants reported on line 7a of the Form 55002013-01-01412
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01128
Total of all active and inactive participants2013-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01540
Number of participants with account balances2013-01-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WARTSILA HOLDING, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01506
Total number of active participants reported on line 7a of the Form 55002012-01-01390
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01125
Total of all active and inactive participants2012-01-01515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01515
Number of participants with account balances2012-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WARTSILA HOLDING, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01512
Total number of active participants reported on line 7a of the Form 55002011-01-01392
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01114
Total of all active and inactive participants2011-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01506
Number of participants with account balances2011-01-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WARTSILA HOLDING, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01581
Total number of active participants reported on line 7a of the Form 55002009-01-01409
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01273
Total of all active and inactive participants2009-01-01682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01682
Number of participants with account balances2009-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WARTSILA HOLDING, INC. RETIREMENT PLAN

Measure Date Value
2022 : WARTSILA HOLDING, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-17,097,426
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,437,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,280,349
Value of total corrective distributions2022-12-31$3,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$17,609,043
Value of total assets at end of year2022-12-31$160,152,733
Value of total assets at beginning of year2022-12-31$193,688,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$154,507
Total interest from all sources2022-12-31$508,502
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,010,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,010,846
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,026,531
Participant contributions at end of year2022-12-31$2,223,754
Participant contributions at beginning of year2022-12-31$2,250,270
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,113,722
Other income not declared elsewhere2022-12-31$1,261
Administrative expenses (other) incurred2022-12-31$15,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-33,535,408
Value of net assets at end of year (total assets less liabilities)2022-12-31$160,152,733
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$193,688,141
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$119,590,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$139,795,541
Value of interest in pooled separate accounts at end of year2022-12-31$15,920,449
Value of interest in pooled separate accounts at beginning of year2022-12-31$24,278,146
Interest on participant loans2022-12-31$103,917
Interest earned on other investments2022-12-31$404,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$22,418,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$27,364,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-36,029,032
Net investment gain/loss from pooled separate accounts2022-12-31$-1,198,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,468,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,280,349
Contract administrator fees2022-12-31$139,386
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2022-12-31750786316
2021 : WARTSILA HOLDING, INC. 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$33,638,852
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,995,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,831,846
Expenses. Certain deemed distributions of participant loans2021-12-31$-12,631
Value of total corrective distributions2021-12-31$1,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,847,759
Value of total assets at end of year2021-12-31$193,688,141
Value of total assets at beginning of year2021-12-31$176,044,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$175,300
Total interest from all sources2021-12-31$591,152
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,656,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,656,249
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,013,594
Participant contributions at end of year2021-12-31$2,250,270
Participant contributions at beginning of year2021-12-31$2,196,099
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$532,468
Other income not declared elsewhere2021-12-31$24,349
Administrative expenses (other) incurred2021-12-31$175,300
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$1,130
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$17,643,309
Value of net assets at end of year (total assets less liabilities)2021-12-31$193,688,141
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$176,044,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$139,795,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$126,378,349
Value of interest in pooled separate accounts at end of year2021-12-31$24,278,146
Value of interest in pooled separate accounts at beginning of year2021-12-31$19,280,672
Interest on participant loans2021-12-31$117,442
Interest earned on other investments2021-12-31$473,710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$27,364,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$28,188,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,341,549
Net investment gain/loss from pooled separate accounts2021-12-31$5,177,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,301,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,831,846
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2021-12-31750786316
2020 : WARTSILA HOLDING, INC. 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$41,784,674
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,804,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,667,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,931,775
Value of total assets at end of year2020-12-31$176,044,832
Value of total assets at beginning of year2020-12-31$146,064,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$136,680
Total interest from all sources2020-12-31$633,576
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,324,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,324,655
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,560,485
Participant contributions at end of year2020-12-31$2,196,099
Participant contributions at beginning of year2020-12-31$2,158,778
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$406,375
Other income not declared elsewhere2020-12-31$85,065
Administrative expenses (other) incurred2020-12-31$136,680
Total non interest bearing cash at end of year2020-12-31$1,130
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$29,980,269
Value of net assets at end of year (total assets less liabilities)2020-12-31$176,044,832
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$146,064,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$126,378,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$105,399,627
Value of interest in pooled separate accounts at end of year2020-12-31$19,280,672
Value of interest in pooled separate accounts at beginning of year2020-12-31$13,900,721
Interest on participant loans2020-12-31$118,178
Interest earned on other investments2020-12-31$515,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$28,188,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$24,605,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$25,109,317
Net investment gain/loss from pooled separate accounts2020-12-31$1,700,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,964,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,667,725
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2020-12-31750786316
2019 : WARTSILA HOLDING, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$8,573
Total transfer of assets to this plan2019-12-31$8,573
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$39,512,527
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,239,560
Total of all expenses incurred2019-12-31$9,239,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,146,680
Value of total corrective distributions2019-12-31$18,886
Value of total corrective distributions2019-12-31$18,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,096,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,096,818
Value of total assets at end of year2019-12-31$146,064,563
Value of total assets at end of year2019-12-31$146,064,563
Value of total assets at beginning of year2019-12-31$115,783,023
Value of total assets at beginning of year2019-12-31$115,783,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,994
Total interest from all sources2019-12-31$597,159
Total interest from all sources2019-12-31$597,159
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,285,186
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,285,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,285,186
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,285,186
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,591,633
Contributions received from participants2019-12-31$6,591,633
Participant contributions at end of year2019-12-31$2,158,778
Participant contributions at end of year2019-12-31$2,158,778
Participant contributions at beginning of year2019-12-31$1,983,099
Participant contributions at beginning of year2019-12-31$1,983,099
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,388,658
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,388,658
Other income not declared elsewhere2019-12-31$75,579
Other income not declared elsewhere2019-12-31$75,579
Administrative expenses (other) incurred2019-12-31$73,994
Administrative expenses (other) incurred2019-12-31$73,994
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$227
Total non interest bearing cash at beginning of year2019-12-31$227
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
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$30,272,967
Value of net income/loss2019-12-31$30,272,967
Value of net assets at end of year (total assets less liabilities)2019-12-31$146,064,563
Value of net assets at end of year (total assets less liabilities)2019-12-31$146,064,563
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$115,783,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$105,399,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$105,399,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$95,097,893
Value of interest in pooled separate accounts at end of year2019-12-31$13,900,721
Value of interest in pooled separate accounts at end of year2019-12-31$13,900,721
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$111,918
Interest on participant loans2019-12-31$111,918
Interest earned on other investments2019-12-31$485,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$24,605,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$24,605,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,701,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,701,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,106,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,106,696
Net investment gain/loss from pooled separate accounts2019-12-31$2,351,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,116,527
Contributions received in cash from employer2019-12-31$6,116,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,146,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,146,680
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEAVER & TIDWELL LLP
Accountancy firm name2019-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2019-12-31750786316
Accountancy firm EIN2019-12-31750786316
2018 : WARTSILA HOLDING, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,789,529
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,462,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,381,911
Expenses. Certain deemed distributions of participant loans2018-12-31$50,808
Value of total corrective distributions2018-12-31$110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,135,666
Value of total assets at end of year2018-12-31$115,783,023
Value of total assets at beginning of year2018-12-31$117,456,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,915
Total interest from all sources2018-12-31$445,471
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,470,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,470,697
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,391,289
Participant contributions at end of year2018-12-31$1,983,099
Participant contributions at beginning of year2018-12-31$2,022,861
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,596,971
Other income not declared elsewhere2018-12-31$107,334
Administrative expenses (other) incurred2018-12-31$29,915
Total non interest bearing cash at end of year2018-12-31$227
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,673,215
Value of net assets at end of year (total assets less liabilities)2018-12-31$115,783,023
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$117,456,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$95,097,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$98,048,735
Interest on participant loans2018-12-31$91,306
Interest earned on other investments2018-12-31$354,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$18,701,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$17,384,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,369,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,147,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,381,911
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
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 name2018-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2018-12-31750786316
2017 : WARTSILA HOLDING, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$27,820,234
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,292,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,230,648
Expenses. Certain deemed distributions of participant loans2017-12-31$-1,980
Value of total corrective distributions2017-12-31$775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,345,338
Value of total assets at end of year2017-12-31$117,456,238
Value of total assets at beginning of year2017-12-31$93,928,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$62,689
Total interest from all sources2017-12-31$330,523
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,177,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,177,709
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,505,586
Participant contributions at end of year2017-12-31$2,022,861
Participant contributions at beginning of year2017-12-31$1,799,776
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,622,779
Other income not declared elsewhere2017-12-31$57,653
Administrative expenses (other) incurred2017-12-31$62,689
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$23,528,102
Value of net assets at end of year (total assets less liabilities)2017-12-31$117,456,238
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$93,928,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$98,048,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$76,264,788
Interest on participant loans2017-12-31$80,898
Interest earned on other investments2017-12-31$249,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$17,384,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$15,863,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,909,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,216,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,230,648
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
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 name2017-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2017-12-31750786316
2016 : WARTSILA HOLDING, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$12,097,444
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,371,468
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,839,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,789,752
Expenses. Certain deemed distributions of participant loans2016-12-31$4,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,273,191
Value of total assets at end of year2016-12-31$93,928,136
Value of total assets at beginning of year2016-12-31$71,299,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,699
Total interest from all sources2016-12-31$265,424
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$984,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$984,202
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,357,806
Participant contributions at end of year2016-12-31$1,799,776
Participant contributions at beginning of year2016-12-31$1,743,998
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$741,583
Other income not declared elsewhere2016-12-31$42,854
Administrative expenses (other) incurred2016-12-31$45,699
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$10,531,593
Value of net assets at end of year (total assets less liabilities)2016-12-31$93,928,136
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$71,299,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$76,264,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$57,566,038
Interest on participant loans2016-12-31$72,685
Interest earned on other investments2016-12-31$192,732
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$15,863,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,989,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,805,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,173,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,789,752
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2016-12-31750786316
2015 : WARTSILA HOLDING, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$7,784,719
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,226,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,226,317
Expenses. Certain deemed distributions of participant loans2015-12-31$-52,282
Value of total corrective distributions2015-12-31$1,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,646,692
Value of total assets at end of year2015-12-31$71,299,099
Value of total assets at beginning of year2015-12-31$66,740,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$50,629
Total interest from all sources2015-12-31$244,777
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$854,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$854,898
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$3,600,004
Participant contributions at end of year2015-12-31$1,743,998
Participant contributions at beginning of year2015-12-31$1,573,942
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$579,379
Other income not declared elsewhere2015-12-31$39,946
Administrative expenses (other) incurred2015-12-31$50,629
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$4,558,275
Value of net assets at end of year (total assets less liabilities)2015-12-31$71,299,099
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$66,740,824
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$57,566,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$54,805,999
Interest on participant loans2015-12-31$67,243
Interest earned on other investments2015-12-31$177,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,989,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,360,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,001,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,467,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,226,317
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2015-12-31750786316
2014 : WARTSILA HOLDING, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,967,977
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,561,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,530,184
Value of total corrective distributions2014-12-31$3,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,443,093
Value of total assets at end of year2014-12-31$66,740,824
Value of total assets at beginning of year2014-12-31$62,334,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,175
Total interest from all sources2014-12-31$224,312
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$744,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$744,534
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,076,019
Participant contributions at end of year2014-12-31$1,573,942
Participant contributions at beginning of year2014-12-31$1,296,824
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$271,108
Other income not declared elsewhere2014-12-31$12,381
Administrative expenses (other) incurred2014-12-31$28,175
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$4,406,544
Value of net assets at end of year (total assets less liabilities)2014-12-31$66,740,824
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$62,334,280
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$54,805,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$51,706,425
Interest on participant loans2014-12-31$61,183
Interest earned on other investments2014-12-31$163,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,360,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,331,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,543,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,095,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,530,184
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
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 name2014-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2014-12-31750786316
2013 : WARTSILA HOLDING, INC. RETIREMENT 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$15,499,239
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,226,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,209,499
Expenses. Certain deemed distributions of participant loans2013-12-31$-7,988
Value of total corrective distributions2013-12-31$1,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,903,184
Value of total assets at end of year2013-12-31$62,334,280
Value of total assets at beginning of year2013-12-31$50,062,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,715
Total interest from all sources2013-12-31$214,748
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$576,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$576,031
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,704,037
Participant contributions at end of year2013-12-31$1,296,824
Participant contributions at beginning of year2013-12-31$1,307,731
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$365,998
Other income not declared elsewhere2013-12-31$19,924
Administrative expenses (other) incurred2013-12-31$23,715
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$12,272,248
Value of net assets at end of year (total assets less liabilities)2013-12-31$62,334,280
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$50,062,032
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$51,706,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$40,447,139
Interest on participant loans2013-12-31$53,070
Interest earned on other investments2013-12-31$161,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,331,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,307,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,785,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,833,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,209,499
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WEAVER & TIDWELL LLP
Accountancy firm EIN2013-12-31750786316
2012 : WARTSILA HOLDING, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$10,404,750
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,787,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,770,298
Expenses. Certain deemed distributions of participant loans2012-12-31$7,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,253,222
Value of total assets at end of year2012-12-31$50,062,032
Value of total assets at beginning of year2012-12-31$42,444,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,387
Total interest from all sources2012-12-31$254,697
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$542,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$542,844
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,513,886
Participant contributions at end of year2012-12-31$1,307,731
Participant contributions at beginning of year2012-12-31$1,288,772
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$39,786
Other income not declared elsewhere2012-12-31$-2,872
Administrative expenses (other) incurred2012-12-31$9,387
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$7,617,077
Value of net assets at end of year (total assets less liabilities)2012-12-31$50,062,032
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$42,444,955
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$40,447,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$31,767,500
Interest on participant loans2012-12-31$60,751
Interest earned on other investments2012-12-31$193,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,307,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,388,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,356,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,699,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,770,298
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 name2012-12-31MCCONNELL & JONES
Accountancy firm EIN2012-12-31760488832
2011 : WARTSILA HOLDING, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,183,885
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,192,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,958,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,742,889
Value of total assets at end of year2011-12-31$42,444,955
Value of total assets at beginning of year2011-12-31$41,453,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$233,798
Total interest from all sources2011-12-31$263,075
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$455,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$455,581
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,413,872
Participant contributions at end of year2011-12-31$1,288,772
Participant contributions at beginning of year2011-12-31$1,159,332
Participant contributions at beginning of year2011-12-31$75,473
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$68,576
Other income not declared elsewhere2011-12-31$503,158
Administrative expenses (other) incurred2011-12-31$233,798
Total non interest bearing cash at beginning of year2011-12-31$40,133,341
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$991,612
Value of net assets at end of year (total assets less liabilities)2011-12-31$42,444,955
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$41,453,343
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$31,767,500
Interest on participant loans2011-12-31$57,251
Interest earned on other investments2011-12-31$205,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,388,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,780,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,260,441
Employer contributions (assets) at beginning of year2011-12-31$85,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,958,475
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 name2011-12-31MCCONNELL & JONES
Accountancy firm EIN2011-12-31760488832
2010 : WARTSILA HOLDING, INC. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,704,710
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,412,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,401,933
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,707,184
Value of total assets at end of year2010-12-31$41,453,343
Value of total assets at beginning of year2010-12-31$35,161,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,598
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$131,591
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$11,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$11,762
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$2,325,387
Participant contributions at end of year2010-12-31$1,159,332
Participant contributions at beginning of year2010-12-31$1,063,202
Participant contributions at end of year2010-12-31$75,473
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,139
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$16,443
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$40,133,341
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$6,292,179
Value of net assets at end of year (total assets less liabilities)2010-12-31$41,453,343
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$35,161,164
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,142,556
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$29,919,077
Interest on participant loans2010-12-31$53,560
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$78,031
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,036,329
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$214,028
Net investment gain/loss from pooled separate accounts2010-12-31$4,623,702
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$2,362,658
Employer contributions (assets) at end of year2010-12-31$85,197
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,401,933
Contract administrator fees2010-12-31$10,598
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2010-12-31760488832
2009 : WARTSILA HOLDING, INC. 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 WARTSILA HOLDING, INC. RETIREMENT PLAN

2022: WARTSILA HOLDING, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WARTSILA HOLDING, INC. 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WARTSILA HOLDING, INC. 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: WARTSILA HOLDING, INC. 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: WARTSILA HOLDING, INC. 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: WARTSILA HOLDING, INC. 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: WARTSILA HOLDING, INC. 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: WARTSILA HOLDING, INC. 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: WARTSILA HOLDING, INC. 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: WARTSILA HOLDING, INC. 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: WARTSILA HOLDING, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: WARTSILA HOLDING, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2009: WARTSILA HOLDING, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041690
Policy instance 1
Insurance contract or identification number041690
Number of Individuals Covered1217
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041690
Policy instance 1
Insurance contract or identification number041690
Number of Individuals Covered1110
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041690
Policy instance 1
Insurance contract or identification number041690
Number of Individuals Covered1076
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041690
Policy instance 1
Insurance contract or identification number041690
Number of Individuals Covered1063
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041690
Policy instance 1
Insurance contract or identification number041690
Number of Individuals Covered1031
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041690
Policy instance 1
Insurance contract or identification number041690
Number of Individuals Covered921
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041690
Policy instance 1
Insurance contract or identification number041690
Number of Individuals Covered658
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041690
Policy instance 1
Insurance contract or identification number041690
Number of Individuals Covered542
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,270
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4270
Additional information about fees paid to insurance brokerSERVICE TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameJHW FINANCIAL & INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041690
Policy instance 1
Insurance contract or identification number041690
Number of Individuals Covered540
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,760
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3283
Additional information about fees paid to insurance brokerSERVICE TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameJHW FINANCIAL & INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041690
Policy instance 1
Insurance contract or identification number041690
Number of Individuals Covered515
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041690
Policy instance 1
Insurance contract or identification number041690
Number of Individuals Covered506
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number373873
Policy instance 1
Insurance contract or identification number373873
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,250
Total amount of fees paid to insurance companyUSD $5,285
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,250
Amount paid for insurance broker fees5285
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameMCGRIFF SEIBELS & WILLIAMS INC

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