Fenwal, Inc. 401(k) Plan (terminated 2014): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2014, when $43.1 million was transferred out of the plan. Assets moved to the FRESENIUS KABI USA, LLC SAVINGS & RET PLAN (sponsored by FRESENIUS KABI USA, LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the FRESENIUS KABI USA, LLC SAVINGS & RET PLAN →

Fenwal, Inc. 401(k) Plan Facts (plan year 2014)

Plan name
FENWAL, INC. 401(K) SAVINGS & RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
FENWAL, INC.
Participants
585
Former employees with a balance
0
Employer contributions
$466,084 in plan year 2014 (24% of all contributions)
Plan year
Jan 1, 2014 – Apr 1, 2014
Plan established
Mar 1, 2007
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2014 (Jan 1, 2014 – Apr 1, 2014), filed Apr 8, 2015. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2014

  • $1.92 million went into the plan in contributions, $466,084 of it from the employer (24%).
  • $1.62 million was paid out to participants.
  • Investment and other income added $445,183.

How the Fenwal, Inc. 401(k) changed, 2009–2014

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2009487$15.7 million$1.20 million$997,224
2010516$21.2 million$1.18 million$1.49 million
2011520$25.6 million$2.13 million$1.28 million
2012559$33.1 million$1.29 million$1.73 million
2013595$42.4 million$1.36 million$2.91 million
2014 (final)585$0$466,084$1.62 million

Fenwal, Inc. 401(k) Contact Information

Phone
847-550-5738
Mailing address
THREE CORPORATE DRIVE, LAKE ZURICH IL 60047
Plan sponsor
FENWAL, INC.
Employer identification number (EIN)
20-5885325
Plan number
001

Questions about the Fenwal, Inc. 401(k)

Is the Fenwal, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2014. Its assets were transferred to the FRESENIUS KABI USA, LLC SAVINGS & RET PLAN.

Does Fenwal, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2014 the employer contributed $466,084, 24% of all contributions.

Does the Fenwal, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Fenwal, Inc 401(k) plan?

585 participants at the start of plan year 2014.

Who manages the Fenwal, Inc 401(k) accounts?

New York Life Investment Management is the plan's recordkeeper, which is where participants log in to see their balance.

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