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CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan NameCONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN
Plan identification number 001

CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONSOLIDATED FOUNDRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CONSOLIDATED FOUNDRIES, INC.
Employer identification number (EIN):954336399
NAIC Classification:331500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01KELLY DUREIKO KELLY DUREIKO2019-07-12
0012017-01-01KELLY DUREIKO KELLY DUREIKO2018-07-31
0012016-01-01KELLY DUREIKO
0012015-01-01TODD AYERS
0012014-01-01TODD AYERS
0012013-01-01CHRISTOPHER M MIKLICH CHRISTOPHER M MIKLICH2014-10-15
0012012-01-01DEBBIE COMSTOCK DEBBIE COMSTOCK2013-10-07
0012011-01-01DEBBIE COMSTOCK
0012010-01-01DEBBIE COMSTOCK
0012009-01-01DEBBIE COMSTOCK DEBBIE COMSTOCK2010-10-11

Plan Statistics for CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN

Measure Date Value
2019: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,110
Total number of active participants reported on line 7a of the Form 55002019-01-012,048
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01242
Total of all active and inactive participants2019-01-012,290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,290
Number of participants with account balances2019-01-011,741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0139
2018: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,062
Total number of active participants reported on line 7a of the Form 55002018-01-011,824
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01250
Total of all active and inactive participants2018-01-012,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,074
Number of participants with account balances2018-01-011,510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0128
2017: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,214
Total number of active participants reported on line 7a of the Form 55002017-01-011,806
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01232
Total of all active and inactive participants2017-01-012,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,038
Number of participants with account balances2017-01-011,318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,408
Total number of active participants reported on line 7a of the Form 55002016-01-011,819
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01384
Total of all active and inactive participants2016-01-012,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,203
Number of participants with account balances2016-01-011,401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0170
2015: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,161
Total number of active participants reported on line 7a of the Form 55002015-01-011,114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01268
Total of all active and inactive participants2015-01-011,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,382
Number of participants with account balances2015-01-011,382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,176
Total number of active participants reported on line 7a of the Form 55002014-01-011,930
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01231
Total of all active and inactive participants2014-01-012,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,161
Number of participants with account balances2014-01-011,393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,721
Total number of active participants reported on line 7a of the Form 55002013-01-011,965
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01204
Total of all active and inactive participants2013-01-012,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,169
Number of participants with account balances2013-01-011,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0127
2012: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,496
Total number of active participants reported on line 7a of the Form 55002012-01-011,598
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01111
Total of all active and inactive participants2012-01-011,709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,709
Number of participants with account balances2012-01-011,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,482
Total number of active participants reported on line 7a of the Form 55002011-01-011,392
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0159
Total of all active and inactive participants2011-01-011,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,451
Number of participants with account balances2011-01-01782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,156
Total number of active participants reported on line 7a of the Form 55002010-01-011,398
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0171
Total of all active and inactive participants2010-01-011,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,469
Number of participants with account balances2010-01-01749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,200
Total number of active participants reported on line 7a of the Form 55002009-01-011,100
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0150
Total of all active and inactive participants2009-01-011,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,150
Number of participants with account balances2009-01-011,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0130

Financial Data on CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN

Measure Date Value
2019 : CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$21,334,951
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,894,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,514,489
Value of total corrective distributions2019-12-31$99,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,106,788
Value of total assets at end of year2019-12-31$83,952,199
Value of total assets at beginning of year2019-12-31$70,511,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$280,519
Total interest from all sources2019-12-31$357,322
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,052,086
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$1,052,086
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,260,266
Participant contributions at end of year2019-12-31$2,317,338
Participant contributions at beginning of year2019-12-31$2,187,296
Participant contributions at end of year2019-12-31$175,826
Participant contributions at beginning of year2019-12-31$132,648
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$625,875
Other income not declared elsewhere2019-12-31$641
Administrative expenses (other) incurred2019-12-31$280,519
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$13,440,640
Value of net assets at end of year (total assets less liabilities)2019-12-31$83,952,199
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$70,511,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$69,344,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$56,986,256
Interest on participant loans2019-12-31$95,737
Interest earned on other investments2019-12-31$261,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,078,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,177,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,818,114
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,220,647
Employer contributions (assets) at end of year2019-12-31$36,465
Employer contributions (assets) at beginning of year2019-12-31$28,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,514,489
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BOBER, MARKEY, FEDOROVICH & CO
Accountancy firm EIN2019-12-31341523030
2018 : CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS 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$5,358,491
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,078,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,638,858
Expenses. Certain deemed distributions of participant loans2018-12-31$-2,606
Value of total corrective distributions2018-12-31$65,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,568,179
Value of total assets at end of year2018-12-31$70,511,559
Value of total assets at beginning of year2018-12-31$72,232,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$377,285
Total interest from all sources2018-12-31$363,913
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$982,756
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$982,756
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$5,290,082
Participant contributions at end of year2018-12-31$2,187,296
Participant contributions at beginning of year2018-12-31$2,810,432
Participant contributions at end of year2018-12-31$132,648
Participant contributions at beginning of year2018-12-31$111,728
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,250,547
Other income not declared elsewhere2018-12-31$79,128
Administrative expenses (other) incurred2018-12-31$377,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,720,450
Value of net assets at end of year (total assets less liabilities)2018-12-31$70,511,559
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$72,232,009
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$56,986,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,686,936
Interest on participant loans2018-12-31$91,450
Interest earned on other investments2018-12-31$272,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,177,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$16,597,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,635,485
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$1,027,550
Employer contributions (assets) at end of year2018-12-31$28,207
Employer contributions (assets) at beginning of year2018-12-31$24,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,638,858
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 name2018-12-31BOBER, MARKEY, FEDOROVICH & CO
Accountancy firm EIN2018-12-31341523030
2017 : CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS 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$15,304,772
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,028,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,703,273
Expenses. Certain deemed distributions of participant loans2017-12-31$-5,852
Value of total corrective distributions2017-12-31$25,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,415,313
Value of total assets at end of year2017-12-31$72,232,009
Value of total assets at beginning of year2017-12-31$62,955,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$306,234
Total interest from all sources2017-12-31$413,586
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$659,824
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$659,824
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$4,581,939
Participant contributions at end of year2017-12-31$2,810,432
Participant contributions at beginning of year2017-12-31$2,946,358
Participant contributions at end of year2017-12-31$111,728
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$911,954
Other income not declared elsewhere2017-12-31$65,948
Administrative expenses (other) incurred2017-12-31$306,234
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$131
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$9,276,053
Value of net assets at end of year (total assets less liabilities)2017-12-31$72,232,009
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$62,955,956
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$52,686,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$44,291,868
Interest on participant loans2017-12-31$98,032
Interest earned on other investments2017-12-31$315,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$16,597,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$15,717,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,750,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$921,420
Employer contributions (assets) at end of year2017-12-31$24,993
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,703,273
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 name2017-12-31BOBER, MARKEY, FEDOROVICH & CO
Accountancy firm EIN2017-12-31341523030
2016 : CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$10,060,901
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,169,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,908,618
Expenses. Certain deemed distributions of participant loans2016-12-31$902
Value of total corrective distributions2016-12-31$21,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,025,105
Value of total assets at end of year2016-12-31$62,955,956
Value of total assets at beginning of year2016-12-31$61,065,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$239,353
Total interest from all sources2016-12-31$407,964
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$829,115
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$829,115
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$4,287,861
Participant contributions at end of year2016-12-31$2,946,358
Participant contributions at beginning of year2016-12-31$2,782,240
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$763,626
Other income not declared elsewhere2016-12-31$37,425
Administrative expenses (other) incurred2016-12-31$239,353
Total non interest bearing cash at end of year2016-12-31$131
Total non interest bearing cash at beginning of year2016-12-31$142
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$1,890,907
Value of net assets at end of year (total assets less liabilities)2016-12-31$62,955,956
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$61,065,049
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$44,291,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$44,440,825
Interest on participant loans2016-12-31$96,209
Interest earned on other investments2016-12-31$311,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$15,717,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,841,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,761,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$973,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,908,618
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS 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$31,343
Total income from all sources (including contributions)2015-12-31$7,090,074
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,980,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,841,694
Expenses. Certain deemed distributions of participant loans2015-12-31$9,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,334,798
Value of total assets at end of year2015-12-31$61,065,049
Value of total assets at beginning of year2015-12-31$61,987,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$129,949
Total interest from all sources2015-12-31$325,707
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$634,583
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$634,583
Administrative expenses professional fees incurred2015-12-31$34,800
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$4,537,379
Participant contributions at end of year2015-12-31$2,782,240
Participant contributions at beginning of year2015-12-31$2,903,679
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$708,806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$31,343
Other income not declared elsewhere2015-12-31$106,480
Administrative expenses (other) incurred2015-12-31$3,079
Total non interest bearing cash at end of year2015-12-31$142
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-890,613
Value of net assets at end of year (total assets less liabilities)2015-12-31$61,065,049
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$61,955,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$69,055
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$44,440,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,202,394
Interest on participant loans2015-12-31$94,120
Interest earned on other investments2015-12-31$231,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$13,841,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$13,880,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-311,494
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$1,088,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,841,694
Contract administrator fees2015-12-31$23,015
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS 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$31,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$100,846
Total income from all sources (including contributions)2014-12-31$9,202,798
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,275,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,034,113
Expenses. Certain deemed distributions of participant loans2014-12-31$8,872
Value of total corrective distributions2014-12-31$199,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,595,684
Value of total assets at end of year2014-12-31$61,987,005
Value of total assets at beginning of year2014-12-31$57,129,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$32,440
Total interest from all sources2014-12-31$338,190
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$464,324
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$464,324
Administrative expenses professional fees incurred2014-12-31$11,940
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$4,447,128
Participant contributions at end of year2014-12-31$2,903,679
Participant contributions at beginning of year2014-12-31$2,830,277
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$56,485
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,063,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$31,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$100,846
Administrative expenses (other) incurred2014-12-31$20,500
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$4,927,478
Value of net assets at end of year (total assets less liabilities)2014-12-31$61,955,662
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$57,028,184
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$45,202,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,422,663
Interest on participant loans2014-12-31$93,740
Interest earned on other investments2014-12-31$244,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$13,880,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,803,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,804,600
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$1,085,480
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$15,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,034,113
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 name2014-12-31MCGLADREY, LLP
Accountancy firm EIN2014-12-31420714325
2013 : CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS 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$100,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$105,688
Total income from all sources (including contributions)2013-12-31$20,327,852
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,016,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,702,789
Expenses. Certain deemed distributions of participant loans2013-12-31$169,563
Value of total corrective distributions2013-12-31$100,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,168,811
Value of total assets at end of year2013-12-31$57,129,030
Value of total assets at beginning of year2013-12-31$42,822,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$42,926
Total interest from all sources2013-12-31$332,735
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$434,219
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$434,219
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$4,121,868
Participant contributions at end of year2013-12-31$2,830,277
Participant contributions at beginning of year2013-12-31$2,080,920
Participant contributions at end of year2013-12-31$56,485
Participant contributions at beginning of year2013-12-31$47,026
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,020,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$100,846
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$105,688
Administrative expenses (other) incurred2013-12-31$42,926
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$14,311,728
Value of net assets at end of year (total assets less liabilities)2013-12-31$57,028,184
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$42,716,456
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$41,422,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$29,375,889
Interest on participant loans2013-12-31$84,626
Interest earned on other investments2013-12-31$248,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,803,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,304,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,392,087
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$1,026,280
Employer contributions (assets) at end of year2013-12-31$15,823
Employer contributions (assets) at beginning of year2013-12-31$14,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,702,789
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 name2013-12-31MCGLADREY, LLP
Accountancy firm EIN2013-12-31420714325
2012 : CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$10,629,933
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$105,688
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$26,258
Total income from all sources (including contributions)2012-12-31$6,882,944
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,240,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,076,831
Value of total corrective distributions2012-12-31$105,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,542,545
Value of total assets at end of year2012-12-31$42,822,144
Value of total assets at beginning of year2012-12-31$28,469,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$57,631
Total interest from all sources2012-12-31$343,834
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$380,599
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$380,599
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$2,754,808
Participant contributions at end of year2012-12-31$2,080,920
Participant contributions at beginning of year2012-12-31$1,281,876
Participant contributions at end of year2012-12-31$47,026
Participant contributions at beginning of year2012-12-31$17,514
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$23,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$105,688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$26,258
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$57,631
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$3,642,794
Value of net assets at end of year (total assets less liabilities)2012-12-31$42,716,456
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,443,729
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$29,375,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,455,554
Interest on participant loans2012-12-31$67,414
Interest earned on other investments2012-12-31$276,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,304,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,705,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,615,966
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$764,512
Employer contributions (assets) at end of year2012-12-31$14,007
Employer contributions (assets) at beginning of year2012-12-31$10,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,076,831
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 name2012-12-31MCGLADREY, LLP
Accountancy firm EIN2012-12-31420714325
2011 : CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS 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$26,258
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$27,157
Total income from all sources (including contributions)2011-12-31$2,635,590
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,578,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,534,961
Expenses. Certain deemed distributions of participant loans2011-12-31$26,258
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,682,943
Value of total assets at end of year2011-12-31$28,469,987
Value of total assets at beginning of year2011-12-31$27,413,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,433
Total interest from all sources2011-12-31$293,112
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$252,889
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$252,889
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$2,203,891
Participant contributions at end of year2011-12-31$1,281,876
Participant contributions at beginning of year2011-12-31$1,306,049
Participant contributions at end of year2011-12-31$17,514
Participant contributions at beginning of year2011-12-31$25,093
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$21,649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$26,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$27,157
Administrative expenses (other) incurred2011-12-31$17,433
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$1,056,938
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,443,729
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,386,791
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$17,455,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,270,800
Interest on participant loans2011-12-31$47,595
Interest earned on other investments2011-12-31$245,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,705,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,809,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-593,354
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$457,403
Employer contributions (assets) at end of year2011-12-31$10,017
Employer contributions (assets) at beginning of year2011-12-31$2,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,534,961
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 name2011-12-31MCGLADREY, LLP
Accountancy firm EIN2011-12-31420714325
2010 : CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$2,027,742
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$27,157
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$38,096
Total income from all sources (including contributions)2010-12-31$3,773,841
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,286,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,246,876
Value of total corrective distributions2010-12-31$27,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,868,796
Value of total assets at end of year2010-12-31$27,413,948
Value of total assets at beginning of year2010-12-31$22,909,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,389
Total interest from all sources2010-12-31$309,481
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$214,817
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$214,817
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 period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,680,978
Participant contributions at end of year2010-12-31$1,306,049
Participant contributions at beginning of year2010-12-31$1,153,537
Participant contributions at end of year2010-12-31$25,093
Participant contributions at beginning of year2010-12-31$33,818
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$16,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$27,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$38,096
Administrative expenses (other) incurred2010-12-31$12,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,487,419
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,386,791
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,871,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,270,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,000,533
Interest on participant loans2010-12-31$49,464
Interest earned on other investments2010-12-31$260,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,809,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,721,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,380,747
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$171,182
Employer contributions (assets) at end of year2010-12-31$2,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,246,876
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS 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 CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN

2019: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS 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: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS 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: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS 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: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS 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: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS 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: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS 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: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS 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: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CONSOLIDATED FOUNDRIES, INC. RETIREMENT AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040547
Policy instance 1
Insurance contract or identification number040547
Number of Individuals Covered2290
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 number040547
Policy instance 1
Insurance contract or identification number040547
Number of Individuals Covered2074
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 numberGA040547
Policy instance 1
Insurance contract or identification numberGA040547
Number of Individuals Covered2038
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 numberGA040547
Policy instance 1
Insurance contract or identification numberGA040547
Number of Individuals Covered1382
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 numberGA040547
Policy instance 1
Insurance contract or identification numberGA040547
Number of Individuals Covered2161
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 $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 numberGA040547
Policy instance 1
Insurance contract or identification numberGA040547
Number of Individuals Covered2169
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 $18,359
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 fees18359
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA040547
Policy instance 1
Insurance contract or identification numberGA040547
Number of Individuals Covered1709
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 $17,274
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 fees17274
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA040547
Policy instance 1
Insurance contract or identification numberGA040547
Number of Individuals Covered1451
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 $21,095
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 numberGA040547
Policy instance 1
Insurance contract or identification numberGA040547
Number of Individuals Covered1469
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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