Fidelity bond in place
Yes
Filing
Anchor Lamina America Inc. 401(K) Retirement Plan
ANCHOR LAMINA, INC. • EIN 38-3362809 • Plan year 2005
Filing Insights
Participants
Up167 → 172
5 • 2.99%
Assets
Down$17,229,699 → $16,654,424
-$575,275 • -3.34%
Investment Management Fee
0.00%$0
Admin expenses $19,858 • Total expenses $2,686,961
Filing Details
Context- Net investment result
- $-575,275
- Pension payor EIN
- 04-1590850
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
No
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
No
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Yes
5% transactions reported
No
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
| Provider | Services | Location | Direct Compensation | Related |
|---|---|---|---|---|
| TOFIAS PCEIN 04-2714776 | Accountant | - | - | Tofias Fleishman Shapiro & Co. PC .. |
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $43,629 | - |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 0 | - | $43,629 | - |
| 2024 | 1 | 156 | $21,151,092 | $1,250,510 | $8,016iApproximate average salary by contribution assumption: employee only about $200,402 at 4% or $133,601 at 6%; with 50% employer match about $133,601 at 4% or $89,068 at 6%; with 100% employer match about $100,201 at 4% or $66,801 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 156 | $21,151,092 | $1,250,510 | $8,016iApproximate average salary by contribution assumption: employee only about $200,402 at 4% or $133,601 at 6%; with 50% employer match about $133,601 at 4% or $89,068 at 6%; with 100% employer match about $100,201 at 4% or $66,801 at 6%. |
| 2023 | 1 | 163 | $22,688,819 | $1,255,462 | $7,702iApproximate average salary by contribution assumption: employee only about $192,556 at 4% or $128,370 at 6%; with 50% employer match about $128,370 at 4% or $85,580 at 6%; with 100% employer match about $96,278 at 4% or $64,185 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 163 | $22,688,819 | $1,255,462 | $7,702iApproximate average salary by contribution assumption: employee only about $192,556 at 4% or $128,370 at 6%; with 50% employer match about $128,370 at 4% or $85,580 at 6%; with 100% employer match about $96,278 at 4% or $64,185 at 6%. |
| 2022 | 1 | 156 | $20,111,117 | $1,169,096 | $7,494iApproximate average salary by contribution assumption: employee only about $187,355 at 4% or $124,903 at 6%; with 50% employer match about $124,903 at 4% or $83,269 at 6%; with 100% employer match about $93,678 at 4% or $62,452 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 156 | $20,111,117 | $1,169,096 | $7,494iApproximate average salary by contribution assumption: employee only about $187,355 at 4% or $124,903 at 6%; with 50% employer match about $124,903 at 4% or $83,269 at 6%; with 100% employer match about $93,678 at 4% or $62,452 at 6%. |
| 2021 | 1 | 163 | $22,969,925 | $1,066,277 | $6,542iApproximate average salary by contribution assumption: employee only about $163,539 at 4% or $109,026 at 6%; with 50% employer match about $109,026 at 4% or $72,684 at 6%; with 100% employer match about $81,770 at 4% or $54,513 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 163 | $22,969,925 | $1,066,277 | $6,542iApproximate average salary by contribution assumption: employee only about $163,539 at 4% or $109,026 at 6%; with 50% employer match about $109,026 at 4% or $72,684 at 6%; with 100% employer match about $81,770 at 4% or $54,513 at 6%. |
| 2020 | 1 | 181 | $22,490,862 | $928,940 | $5,132iApproximate average salary by contribution assumption: employee only about $128,307 at 4% or $85,538 at 6%; with 50% employer match about $85,538 at 4% or $57,025 at 6%; with 100% employer match about $64,153 at 4% or $42,769 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 181 | $22,490,862 | $928,940 | $5,132iApproximate average salary by contribution assumption: employee only about $128,307 at 4% or $85,538 at 6%; with 50% employer match about $85,538 at 4% or $57,025 at 6%; with 100% employer match about $64,153 at 4% or $42,769 at 6%. |
| 2019 | 1 | 186 | $21,187,924 | $1,368,791 | $7,359iApproximate average salary by contribution assumption: employee only about $183,977 at 4% or $122,652 at 6%; with 50% employer match about $122,652 at 4% or $81,768 at 6%; with 100% employer match about $91,989 at 4% or $61,326 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 186 | $21,187,924 | $1,368,791 | $7,359iApproximate average salary by contribution assumption: employee only about $183,977 at 4% or $122,652 at 6%; with 50% employer match about $122,652 at 4% or $81,768 at 6%; with 100% employer match about $91,989 at 4% or $61,326 at 6%. |
| 2018 | 1 | 188 | $18,684,036 | $939,898 | $4,999iApproximate average salary by contribution assumption: employee only about $124,986 at 4% or $83,324 at 6%; with 50% employer match about $83,324 at 4% or $55,550 at 6%; with 100% employer match about $62,493 at 4% or $41,662 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 188 | $18,684,036 | $939,898 | $4,999iApproximate average salary by contribution assumption: employee only about $124,986 at 4% or $83,324 at 6%; with 50% employer match about $83,324 at 4% or $55,550 at 6%; with 100% employer match about $62,493 at 4% or $41,662 at 6%. |
| 2017 | 1 | 201 | $19,571,551 | $930,672 | $4,630iApproximate average salary by contribution assumption: employee only about $115,755 at 4% or $77,170 at 6%; with 50% employer match about $77,170 at 4% or $51,447 at 6%; with 100% employer match about $57,878 at 4% or $38,585 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 201 | $19,571,551 | $930,672 | $4,630iApproximate average salary by contribution assumption: employee only about $115,755 at 4% or $77,170 at 6%; with 50% employer match about $77,170 at 4% or $51,447 at 6%; with 100% employer match about $57,878 at 4% or $38,585 at 6%. |
| 2016 | 1 | 205 | $20,100,137 | $864,995 | $4,219iApproximate average salary by contribution assumption: employee only about $105,487 at 4% or $70,325 at 6%; with 50% employer match about $70,325 at 4% or $46,883 at 6%; with 100% employer match about $52,744 at 4% or $35,162 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 205 | $20,100,137 | $864,995 | $4,219iApproximate average salary by contribution assumption: employee only about $105,487 at 4% or $70,325 at 6%; with 50% employer match about $70,325 at 4% or $46,883 at 6%; with 100% employer match about $52,744 at 4% or $35,162 at 6%. |
| 2015 | 1 | 221 | $21,465,891 | $1,076,475 | $4,871iApproximate average salary by contribution assumption: employee only about $121,773 at 4% or $81,182 at 6%; with 50% employer match about $81,182 at 4% or $54,121 at 6%; with 100% employer match about $60,887 at 4% or $40,591 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 221 | $21,465,891 | $1,076,475 | $4,871iApproximate average salary by contribution assumption: employee only about $121,773 at 4% or $81,182 at 6%; with 50% employer match about $81,182 at 4% or $54,121 at 6%; with 100% employer match about $60,887 at 4% or $40,591 at 6%. |
| 2014 | 2 | 207 | $22,459,386 | $833,498 | $4,027iApproximate average salary by contribution assumption: employee only about $100,664 at 4% or $67,109 at 6%; with 50% employer match about $67,109 at 4% or $44,740 at 6%; with 100% employer match about $50,332 at 4% or $33,555 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 207 | $22,459,386 | $833,498 | $4,027iApproximate average salary by contribution assumption: employee only about $100,664 at 4% or $67,109 at 6%; with 50% employer match about $67,109 at 4% or $44,740 at 6%; with 100% employer match about $50,332 at 4% or $33,555 at 6%. |
| Anchor Lamina America Inc. Group Insurance Plan | - | 0 | - | - | - |
| 2013 | 2 | 315 | $23,148,461 | $815,682 | $2,589iApproximate average salary by contribution assumption: employee only about $64,737 at 4% or $43,158 at 6%; with 50% employer match about $43,158 at 4% or $28,772 at 6%; with 100% employer match about $32,368 at 4% or $21,579 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 315 | $23,148,461 | $815,682 | $2,589iApproximate average salary by contribution assumption: employee only about $64,737 at 4% or $43,158 at 6%; with 50% employer match about $43,158 at 4% or $28,772 at 6%; with 100% employer match about $32,368 at 4% or $21,579 at 6%. |
| Anchor Lamina America Inc. Group Insurance Plan | - | 259 | - | - | - |
| 2012 | 2 | 424 | $20,107,908 | $1,251,977 | $2,953iApproximate average salary by contribution assumption: employee only about $73,819 at 4% or $49,213 at 6%; with 50% employer match about $49,213 at 4% or $32,809 at 6%; with 100% employer match about $36,910 at 4% or $24,606 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 323 | $20,107,908 | $1,251,977 | $3,876iApproximate average salary by contribution assumption: employee only about $96,902 at 4% or $64,601 at 6%; with 50% employer match about $64,601 at 4% or $43,068 at 6%; with 100% employer match about $48,451 at 4% or $32,301 at 6%. |
| Anchor Lamina America Inc. Group Insurance Plan | - | 424 | - | - | - |
| 2011 | 2 | 420 | $23,617,812 | $1,065,287 | $2,536iApproximate average salary by contribution assumption: employee only about $63,410 at 4% or $42,273 at 6%; with 50% employer match about $42,273 at 4% or $28,182 at 6%; with 100% employer match about $31,705 at 4% or $21,137 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 301 | $23,617,812 | $1,065,287 | $3,539iApproximate average salary by contribution assumption: employee only about $88,479 at 4% or $58,986 at 6%; with 50% employer match about $58,986 at 4% or $39,324 at 6%; with 100% employer match about $44,239 at 4% or $29,493 at 6%. |
| Anchor Lamina America Inc. Group Insurance Plan | - | 420 | - | - | - |
| 2010 | 2 | 370 | $23,184,317 | $721,592 | $1,950iApproximate average salary by contribution assumption: employee only about $48,756 at 4% or $32,504 at 6%; with 50% employer match about $32,504 at 4% or $21,669 at 6%; with 100% employer match about $24,378 at 4% or $16,252 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 287 | $23,184,317 | $721,592 | $2,514iApproximate average salary by contribution assumption: employee only about $62,856 at 4% or $41,904 at 6%; with 50% employer match about $41,904 at 4% or $27,936 at 6%; with 100% employer match about $31,428 at 4% or $20,952 at 6%. |
| Anchor Lamina America Inc. Group Insurance Plan | - | 370 | - | - | - |
| 2009 | 3 | 350 | $20,943,234 | $765,002 | $2,186iApproximate average salary by contribution assumption: employee only about $54,643 at 4% or $36,429 at 6%; with 50% employer match about $36,429 at 4% or $24,286 at 6%; with 100% employer match about $27,321 at 4% or $18,214 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 283 | $20,943,234 | $714,550 | $2,525iApproximate average salary by contribution assumption: employee only about $63,123 at 4% or $42,082 at 6%; with 50% employer match about $42,082 at 4% or $28,055 at 6%; with 100% employer match about $31,561 at 4% or $21,041 at 6%. |
| Anchor Lamina America Inc. Group Insurance Plan | - | 350 | - | - | - |
| ANCHOR LAMINA, INC. RETIREMENT SAVINGS PLAN | - | 0 | - | $50,452 | - |
| 2008 | 3 | 439 | $16,167,660 | $1,067,014 | $2,431iApproximate average salary by contribution assumption: employee only about $60,764 at 4% or $40,509 at 6%; with 50% employer match about $40,509 at 4% or $27,006 at 6%; with 100% employer match about $30,382 at 4% or $20,255 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 208 | $14,472,176 | $842,961 | $4,053iApproximate average salary by contribution assumption: employee only about $101,317 at 4% or $67,545 at 6%; with 50% employer match about $67,545 at 4% or $45,030 at 6%; with 100% employer match about $50,659 at 4% or $33,772 at 6%. |
| ANCHOR LAMINA, INC. RETIREMENT SAVINGS PLAN | - | 50 | $1,695,484 | $224,053 | $4,481iApproximate average salary by contribution assumption: employee only about $112,027 at 4% or $74,684 at 6%; with 50% employer match about $74,684 at 4% or $49,790 at 6%; with 100% employer match about $56,013 at 4% or $37,342 at 6%. |
| Anchor Lamina America Inc. Group Insurance Plan | - | 439 | - | - | - |
| 2007 | 2 | 207 | $18,431,999 | $883,613 | $4,269iApproximate average salary by contribution assumption: employee only about $106,717 at 4% or $71,144 at 6%; with 50% employer match about $71,144 at 4% or $47,430 at 6%; with 100% employer match about $53,358 at 4% or $35,572 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 207 | $18,431,999 | $883,613 | $4,269iApproximate average salary by contribution assumption: employee only about $106,717 at 4% or $71,144 at 6%; with 50% employer match about $71,144 at 4% or $47,430 at 6%; with 100% employer match about $53,358 at 4% or $35,572 at 6%. |
| ANCHOR LAMINA, INC. RETIREMENT SAVINGS PLAN | - | 51 | - | - | - |
| 2006 | 3 | 239 | $19,266,165 | $1,618,060 | $6,770iApproximate average salary by contribution assumption: employee only about $169,253 at 4% or $112,835 at 6%; with 50% employer match about $112,835 at 4% or $75,224 at 6%; with 100% employer match about $84,627 at 4% or $56,418 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 215 | $17,250,710 | $1,348,882 | $6,274iApproximate average salary by contribution assumption: employee only about $156,847 at 4% or $104,564 at 6%; with 50% employer match about $104,564 at 4% or $69,710 at 6%; with 100% employer match about $78,423 at 4% or $52,282 at 6%. |
| ANCHOR LAMINA, INC. RETIREMENT SAVINGS PLAN | - | 55 | $2,015,455 | $269,178 | $4,894iApproximate average salary by contribution assumption: employee only about $122,354 at 4% or $81,569 at 6%; with 50% employer match about $81,569 at 4% or $54,379 at 6%; with 100% employer match about $61,177 at 4% or $40,785 at 6%. |
| Anchor Lamina America Inc. Group Insurance Plan | - | 239 | - | - | - |
| 2005 | 3 | 213 | $18,419,914 | $1,337,144 | $6,278iApproximate average salary by contribution assumption: employee only about $156,942 at 4% or $104,628 at 6%; with 50% employer match about $104,628 at 4% or $69,752 at 6%; with 100% employer match about $78,471 at 4% or $52,314 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | Current | 172 | $16,654,424 | $1,052,273 | $6,118iApproximate average salary by contribution assumption: employee only about $152,947 at 4% or $101,964 at 6%; with 50% employer match about $101,964 at 4% or $67,976 at 6%; with 100% employer match about $76,473 at 4% or $50,982 at 6%. |
| ANCHOR LAMINA, INC. RETIREMENT SAVINGS PLAN | - | 66 | $1,765,490 | $284,871 | $4,316iApproximate average salary by contribution assumption: employee only about $107,906 at 4% or $71,937 at 6%; with 50% employer match about $71,937 at 4% or $47,958 at 6%; with 100% employer match about $53,953 at 4% or $35,969 at 6%. |
| Anchor Lamina America Inc. Group Insurance Plan | - | 213 | - | - | - |
| 2004 | 3 | 178 | $18,748,406 | $1,239,326 | $6,963iApproximate average salary by contribution assumption: employee only about $174,063 at 4% or $116,042 at 6%; with 50% employer match about $116,042 at 4% or $77,361 at 6%; with 100% employer match about $87,031 at 4% or $58,021 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 147 | $17,229,699 | $976,211 | $6,641iApproximate average salary by contribution assumption: employee only about $166,022 at 4% or $110,682 at 6%; with 50% employer match about $110,682 at 4% or $73,788 at 6%; with 100% employer match about $83,011 at 4% or $55,341 at 6%. |
| ANCHOR LAMINA, INC. RETIREMENT SAVINGS PLAN | - | 59 | $1,518,707 | $263,115 | $4,460iApproximate average salary by contribution assumption: employee only about $111,489 at 4% or $74,326 at 6%; with 50% employer match about $74,326 at 4% or $49,551 at 6%; with 100% employer match about $55,745 at 4% or $37,163 at 6%. |
| Anchor Lamina America Inc. Group Insurance Plan | - | 178 | - | - | - |
| 2003 | 3 | 188 | $17,156,702 | $1,248,805 | $6,643iApproximate average salary by contribution assumption: employee only about $166,064 at 4% or $110,710 at 6%; with 50% employer match about $110,710 at 4% or $73,806 at 6%; with 100% employer match about $83,032 at 4% or $55,355 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 161 | $16,023,353 | $1,014,515 | $6,301iApproximate average salary by contribution assumption: employee only about $157,533 at 4% or $105,022 at 6%; with 50% employer match about $105,022 at 4% or $70,015 at 6%; with 100% employer match about $78,767 at 4% or $52,511 at 6%. |
| ANCHOR LAMINA, INC. RETIREMENT SAVINGS PLAN | - | 58 | $1,133,349 | $234,290 | $4,039iApproximate average salary by contribution assumption: employee only about $100,987 at 4% or $67,325 at 6%; with 50% employer match about $67,325 at 4% or $44,883 at 6%; with 100% employer match about $50,494 at 4% or $33,662 at 6%. |
| Anchor Lamina America Inc. Group Insurance Plan | - | 188 | - | - | - |
| 2002 | 3 | 202 | $14,106,196 | $1,035,597 | $5,127iApproximate average salary by contribution assumption: employee only about $128,168 at 4% or $85,445 at 6%; with 50% employer match about $85,445 at 4% or $56,964 at 6%; with 100% employer match about $64,084 at 4% or $42,723 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 178 | $14,106,196 | $1,035,597 | $5,818iApproximate average salary by contribution assumption: employee only about $145,449 at 4% or $96,966 at 6%; with 50% employer match about $96,966 at 4% or $64,644 at 6%; with 100% employer match about $72,725 at 4% or $48,483 at 6%. |
| Anchor Lamina America Inc. Group Insurance Plan | - | 202 | - | - | - |
| ANCHOR LAMINA, INC. RETIREMENT SAVINGS PLAN | - | 63 | - | - | - |
| 2001 | 2 | 225 | $15,748,687 | $1,126,380 | $5,006iApproximate average salary by contribution assumption: employee only about $125,153 at 4% or $83,436 at 6%; with 50% employer match about $83,436 at 4% or $55,624 at 6%; with 100% employer match about $62,577 at 4% or $41,718 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 186 | $15,748,687 | $1,126,380 | $6,056iApproximate average salary by contribution assumption: employee only about $151,395 at 4% or $100,930 at 6%; with 50% employer match about $100,930 at 4% or $67,287 at 6%; with 100% employer match about $75,698 at 4% or $50,465 at 6%. |
| Anchor Lamina America Inc. Group Insurance Plan | - | 225 | - | - | - |
| 2000 | 4 | 236 | $19,519,169 | $1,786,006 | $7,568iApproximate average salary by contribution assumption: employee only about $189,196 at 4% or $126,130 at 6%; with 50% employer match about $126,130 at 4% or $84,087 at 6%; with 100% employer match about $94,598 at 4% or $63,065 at 6%. |
| Anchor Lamina America Inc. 401(K) Retirement Plan | - | 215 | $18,873,316 | $1,423,463 | $6,621iApproximate average salary by contribution assumption: employee only about $165,519 at 4% or $110,346 at 6%; with 50% employer match about $110,346 at 4% or $73,564 at 6%; with 100% employer match about $82,759 at 4% or $55,173 at 6%. |
| ANCHOR LAMINA, INC. RETIREMENT SAVINGS PLAN | - | 90 | $644,629 | $335,408 | $3,727iApproximate average salary by contribution assumption: employee only about $93,169 at 4% or $62,113 at 6%; with 50% employer match about $62,113 at 4% or $41,408 at 6%; with 100% employer match about $46,584 at 4% or $31,056 at 6%. |
| ANCHOR LAMINA 401K SAVINGS PLAN | - | 1 | $1,224 | $27,135 | $27,135iApproximate average salary by contribution assumption: employee only about $678,375 at 4% or $452,250 at 6%; with 50% employer match about $452,250 at 4% or $301,500 at 6%; with 100% employer match about $339,188 at 4% or $226,125 at 6%. |
| Anchor Lamina America Inc. Group Insurance Plan | - | 236 | - | - | - |
| 1999 | 1 | 306 | $0 | $0 | - |
| Anchor Lamina America Inc. Group Insurance Plan | - | 306 | - | - | - |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037347301276
- Form Id
- 75437452
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 5020376347301020002
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 2
- Ins Carrier Name: MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
- Filing Id
- 84037347301276
- Form Id
- 75437452
- Schedule A EIN
- 38-3362809
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2005-01-01
- Schedule A Tax Period
- 20051231
- Ins Carrier Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 04-1590850
- Ins Carrier Naic Code
- 65935
- Ins Contract Num
- SF 51129
- Ins Prsn Covered End of year Count
- 192
- Ins Policy From Date
- 2005-01-01
- Ins Policy To Date
- 2005-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $9,687,419
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 4
- Pension Oth Unalloc Type Text
- GROUP ANNUITY CONTRACT
- Pension End Prev Bal Amount
- $6,791,750
- Pension Contribution Dep Amount
- $1,048,842
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $260,953
- Pension Transfer From Amount
- $617,797
- Pension Other Amount
- $220,142
- Pension Other Text
- LOAN DEFAULT, LN INT, LN PRIN, ROLL
- Pension Total Additions Amount
- $2,147,734
- Pension Total Bal Addn Amount
- $8,939,484
- Pension Bnfts Dsbrsd Amount
- $1,476,162
- Pension Admin Chrg Amount
- $8,286
- Pension Transfer To Amount
- $867,140
- Pension Oth Ded Amount
- $40,808
- Pension Oth Ded Text
- LN DISTRIB
- Pension Total Ded Amount
- $2,392,396
- Pension End of year Bal Amount
- $6,547,088
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
Schedule C
Schedule C Provider
Provider 1
Provider details
Source fields
- Row 1
- Filing Id
- 84037347301276
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 5020376347301020003
- Provider 01 Position
- CONTRACT ADMINISTRATOR
- Provider 01 Salary Amount
- $0
- Provider 01 Fees Amount
- $0
- Provider 01 Srvc Code
- 12
- Row 2
- Filing Id
- 84037347301276
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 5020376347301020003
Schedule C Provider
Provider 2
Provider details
Source fields
- Row 3
- Filing Id
- 84037347301276
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 5020376347301020003
- Provider 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- Provider 01 EIN
- 04-1590850
- Provider 01 Position
- RECORD KEEPER
- Provider 01 Relation
- SERVICE PROVIDER
- Provider 01 Salary Amount
- $0
- Provider 01 Fees Amount
- $19,857
- Provider 01 Srvc Code
- 24
Schedule C Provider
Provider 3
Provider details
Source fields
- Row 4
- Filing Id
- 84037347301276
- Schedule C EIN
- 38-3362809
- Schedule C Plan number
- 001
- Schedule C Plan Year Begin Date
- 2005-01-01
- Schedule C Tax Period
- 20051231
- Provider Total Comp Paid Amount
- $0
Schedule D
- Row 1
- Filing Id
- 84037347301276
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 5020376347301020004
- DFE P1 Entity 01 Name
- SIA-BA
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850029
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $364,514
- Row 2
- Filing Id
- 84037347301276
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 5020376347301020004
- Row 3
- Filing Id
- 84037347301276
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 5020376347301020004
- DFE P1 Entity 01 Name
- SIA-BC
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850030
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $233,152
- Row 4
- Filing Id
- 84037347301276
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 1
- Row Num
- 10
- Image Form Id
- 5020376347301020004
- DFE P1 Entity 01 Name
- SIA-SU
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850181
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $187,070
- Row 5
- Filing Id
- 84037347301276
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 2
- Row Num
- 11
- Image Form Id
- 5020376347301020004
- DFE P1 Entity 01 Name
- SIA-SY
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850171
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $552,578
- Row 6
- Filing Id
- 84037347301276
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 3
- Row Num
- 12
- Image Form Id
- 5020376347301020004
- DFE P1 Entity 01 Name
- SIA-WF
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850126
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $2,070,341
- Row 7
- Filing Id
- 84037347301276
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 4
- Row Num
- 13
- Image Form Id
- 5020376347301020004
- DFE P1 Entity 01 Name
- SIA-X
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850133
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $1,398,747
- Row 8
- Filing Id
- 84037347301276
- Page Id
- 2
- Page Seq
- 1
- Page Row Num
- 5
- Row Num
- 14
- Image Form Id
- 5020376347301020004
- DFE P1 Entity 01 Name
- SIA-Y1
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850170
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $207,416
- Row 9
- Filing Id
- 84037347301276
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 2
- Image Form Id
- 5020376347301020004
- DFE P1 Entity 01 Name
- SIA-BE
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850031
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $274,141
- Row 10
- Filing Id
- 84037347301276
- Page Id
- 1
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 3
- Image Form Id
- 5020376347301020004
- DFE P1 Entity 01 Name
- SIA-BP
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850032
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $676,925
- Row 11
- Filing Id
- 84037347301276
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 4
- Image Form Id
- 5020376347301020004
- DFE P1 Entity 01 Name
- SIA-E
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850041
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $358,564
- Row 12
- Filing Id
- 84037347301276
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 5
- Image Form Id
- 5020376347301020004
- DFE P1 Entity 01 Name
- SIA-I
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850044
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $979,134
- Row 13
- Filing Id
- 84037347301276
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 3
- Row Num
- 6
- Image Form Id
- 5020376347301020004
- DFE P1 Entity 01 Name
- SIA-N1
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850068
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $814,914
- Row 14
- Filing Id
- 84037347301276
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 4
- Row Num
- 7
- Image Form Id
- 5020376347301020004
- DFE P1 Entity 01 Name
- SIA-N5
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850072
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $767,060
- Row 15
- Filing Id
- 84037347301276
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 5
- Row Num
- 8
- Image Form Id
- 5020376347301020004
- DFE P1 Entity 01 Name
- SIA-SC
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850105
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $428,755
- Row 16
- Filing Id
- 84037347301276
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 6
- Row Num
- 9
- Image Form Id
- 5020376347301020004
- DFE P1 Entity 01 Name
- SIA-SK
- DFE P1 Spons 01 Name
- MASSACHUSETTS MUTUAL LIFE INSURANCE
- DFE P1 Plan 01 EIN Plan number
- 041590850174
- DFE P1 Entity 01 Code
- P
- DFE P1 Plan Interest End of year 01 Amount
- $374,108
- Row 17
- Filing Id
- 84037347301276
- Schedule D EIN
- 38-3362809
- Schedule D Plan number
- 001
- Schedule D Plan Year Begin Date
- 2005-01-01
- Schedule D Tax Period
- 20051231
Schedule H
Schedule H Financial Statement
Large plan result
Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.
End-of-year assets$16,654,424-$575,275 change
Balance Sheet
Beginning and end of plan year.
Total assets$17,229,699$16,654,424Decrease -$575,275 (-3.34%)
Total liabilities$0$0No change $0
Net assets$17,229,699$16,654,424Decrease -$575,275 (-3.34%)
Contributions
Employer contributions$373,473
Participant contributions$675,370
Other contributions$3,430
Total contributions$1,052,273
Income & Investment Result
Total income$2,111,686
Interest$288,245
Dividends$0
Net income$-575,275
Expenses & Fees
Benefits paid$2,665,844
Investment management$0
Administrative expenses$19,858
Total expenses$2,686,961
Accountant
FirmTOFIAS PC
Firm EIN04-2714776
Compliance
Fidelity bondYes
Fidelity bond amount$500,000
Participant loans$419,917
Late contributionsNo
Schedule H source fields
- Financial summary
- Total assets at beginning of year: $17,229,699Total assets at end of year: $16,654,424Total liabilities at end of year: $0Net income or loss: $-575,275
- Filing Id
- 84037347301276
- Schedule H EIN
- 38-3362809
- Schedule H Plan number
- 001
- Schedule H Plan Year Begin Date
- 2005-01-01
- Schedule H Tax Period
- 20051231
- Non Interest Bear Cash Beginning of year Amount
- $0
- Employer Contribution Beginning of year Amount
- $0
- Participants Contribution Beginning of year Amount
- $0
- Other Receivables Beginning of year Amount
- $0
- Interest Bear Cash Beginning of year Amount
- $0
- Govt Sec Beginning of year Amount
- $0
- Corp Debt Preferred Beginning of year Amount
- $0
- Corp Debt Other Beginning of year Amount
- $0
- Pref Stock Beginning of year Amount
- $0
- Common Stock Beginning of year Amount
- $0
- Joint Venture Beginning of year Amount
- $0
- Real Estate Beginning of year Amount
- $0
- Other Loans Beginning of year Amount
- $0
- Participant loans at beginning of year
- $481,987
- Interest Common Tr Beginning of year Amount
- $0
- Interest Pool Sep Account Beginning of year Amount
- $9,955,963
- Interest Master Tr Beginning of year Amount
- $0
- Interest 103 12 Investment Beginning of year Amount
- $0
- Interest in registered investment companies at beginning of year
- $0
- Ins Co Gen Account Beginning of year Amount
- $6,791,749
- Oth Investment Beginning of year Amount
- $0
- Employer Sec Beginning of year Amount
- $0
- Employer Prop Beginning of year Amount
- $0
- Bldgs Used Beginning of year Amount
- $0
- Total assets at beginning of year
- $17,229,699
- Bnfts Payable Beginning of year Amount
- $0
- Oprtng Payable Beginning of year Amount
- $0
- Acquis Indbt Beginning of year Amount
- $0
- Other Liability Beginning of year Amount
- $0
- Total liabilities at beginning of year
- $0
- Net assets at beginning of year
- $17,229,699
- Non Interest Bear Cash End of year Amount
- $0
- Employer Contribution End of year Amount
- $0
- Participants Contribution End of year Amount
- $0
- Other Receivables End of year Amount
- $0
- Interest Bear Cash End of year Amount
- $0
- Govt Sec End of year Amount
- $0
- Corp Debt Preferred End of year Amount
- $0
- Corp Debt Other End of year Amount
- $0
- Pref Stock End of year Amount
- $0
- Common Stock End of year Amount
- $0
- Joint Venture End of year Amount
- $0
- Real Estate End of year Amount
- $0
- Other Loans End of year Amount
- $0
- Participant loans at end of year
- $419,917
- Interest Common Tr End of year Amount
- $0
- Interest Pool Sep Account End of year Amount
- $9,687,419
- Interest Master Tr End of year Amount
- $0
- Interest 103 12 Investment End of year Amount
- $0
- Interest in registered investment companies at end of year
- $0
- Ins Co Gen Account End of year Amount
- $6,547,088
- Oth Investment End of year Amount
- $0
- Employer Sec End of year Amount
- $0
- Employer Prop End of year Amount
- $0
- Bldgs Used End of year Amount
- $0
- Total assets at end of year
- $16,654,424
- Bnfts Payable End of year Amount
- $0
- Oprtng Payable End of year Amount
- $0
- Acquis Indbt End of year Amount
- $0
- Other Liability End of year Amount
- $0
- Total liabilities at end of year
- $0
- Net assets at end of year
- $16,654,424
- Employer contributions
- $373,473
- Participant contributions
- $675,370
- Oth Contribution Rcvd Amount
- $3,430
- Non Cash Contribution Bs Amount
- $0
- Total contributions
- $1,052,273
- Interest Bear Cash Amount
- $0
- Interest On Govt Sec Amount
- $0
- Interest On Corp Debt Amount
- $0
- Interest On Oth Loans Amount
- $0
- Interest on participant loans
- $27,292
- Interest On Oth Investment Amount
- $260,953
- Total interest income
- $288,245
- Divnd Pref Stock Amount
- $0
- Divnd Common Stock Amount
- $0
- Total dividend income
- $0
- Total Rents Amount
- $0
- Aggregate Proceeds Amount
- $0
- Aggregate Costs Amount
- $0
- Net gain or loss on sale of assets
- $0
- Unrealized Apprctn Re Amount
- $0
- Unrealized Apprctn Oth Amount
- $0
- Net unrealized appreciation or depreciation
- $0
- Gain Loss Com Trust Amount
- $0
- Gain Loss Pool Sep Amount
- $771,168
- Gain Loss Master Tr Amount
- $0
- Gain Loss 103 12 Investment Amount
- $0
- Gain or loss on registered investments
- $0
- Other Income Amount
- $0
- Total income
- $2,111,686
- Participant distributions
- $2,665,844
- Ins Carrier Bnfts Amount
- $0
- Oth Bnft Payment Amount
- $0
- Total benefit distributions
- $2,665,844
- Total Corrective Distribution Amount
- $0
- Total Dm Distribution Ptcp Lns A
- 1259
- Total Interest Expense Amount
- $0
- Professional Fees Amount
- $0
- Contract Admin Fees Amount
- $0
- Investment management fees
- $0
- Other Admin Fees Amount
- $19,858
- Total administrative expenses
- $19,858
- Total expenses
- $2,686,961
- Net income or loss
- $-575,275
- Total Transfers To Amount
- $0
- Transfers from other plans
- $0
- Accountant Opinion Type Indicator
- 3
- Account Performed Limited Audit Indicator
- Yes
- Accountant firm name
- TOFIAS PC
- Accountant firm EIN
- 04-2714776
- Failed to transmit participant contributions on time
- No
- Fail Transmit Contribution Amount
- $0
- Participant loans in default
- No
- Loans In Default Amount
- $0
- Leases in default
- No
- Leases In Default Amount
- $0
- Nonexempt transactions with parties in interest
- No
- Party In Interest Not Reported Amount
- $0
- Fidelity bond in place
- Yes
- Fidelity bond amount
- $500,000
- Loss discovered during year
- No
- Loss Discovered Dur Year Amount
- $0
- Assets with undetermined value
- No
- Asset Undeterm Valuation Amount
- $0
- Non-cash contributions reported
- No
- Non Cash Contribution Amount
- $0
- Assets held for investment
- Yes
- Reportable 5% transactions
- No
- All plan assets distributed
- No
- Resolution to terminate plan adopted
- No
- Res Terminate Plan Adpt Amount
- $0
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN04-1590850
Transfers
Distributed property value$0
Schedule R source fields
- Payor 04-1590850
- Filing Id
- 84037347301276
- Schedule R EIN
- 38-3362809
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2005-01-01
- Schedule R Tax Period
- 20051231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 04-1590850
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0
- Pension Satisfy Cover Basis Code
- 1