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LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 401k Plan overview

Plan NameLOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND
Plan identification number 001

LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

TRUSTEE OF LOCAL 32E SUPP. PEN. & RET. RUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEE OF LOCAL 32E SUPP. PEN. & RET. RUND
Employer identification number (EIN):132929158
NAIC Classification:561790
NAIC Description:Other Services to Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01WILLIAM GRIMM WILLIAM GRIMM2018-11-05
0012016-07-01WILLIAM GRIMM WILLIAM GRIMM2018-03-22
0012015-07-01WILLIAM GRIMM WILLIAM GRIMM2018-03-09
0012015-07-01 WILLIAM GRIMM2018-02-16
0012014-07-01WILLIAM GRIMM WILLIAM GRIMM2018-03-07
0012013-07-01WILLIAM GRIMM WILLIAM GRIMM2018-03-07
0012012-07-01WILLIAM GRIMM WILLIAM GRIMM2018-03-07
0012011-07-01JOHN MISTHOS
0012010-07-01JOHN MISTHOS
0012009-07-01JOHN MISTHOS

Plan Statistics for LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND

401k plan membership statisitcs for LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND

Measure Date Value
2022: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2022 401k membership
Total participants, beginning-of-year2022-07-0112
Total number of active participants reported on line 7a of the Form 55002022-07-010
Number of retired or separated participants receiving benefits2022-07-014
Number of other retired or separated participants entitled to future benefits2022-07-017
Total of all active and inactive participants2022-07-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-011
Total participants2022-07-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
Number of employers contributing to the scheme2022-07-010
2021: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2021 401k membership
Total participants, beginning-of-year2021-07-0112
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-014
Number of other retired or separated participants entitled to future benefits2021-07-017
Total of all active and inactive participants2021-07-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Number of employers contributing to the scheme2021-07-010
2020: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2020 401k membership
Total participants, beginning-of-year2020-07-0112
Total number of active participants reported on line 7a of the Form 55002020-07-010
Number of retired or separated participants receiving benefits2020-07-014
Number of other retired or separated participants entitled to future benefits2020-07-017
Total of all active and inactive participants2020-07-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Number of employers contributing to the scheme2020-07-010
Current value of assets2020-06-30419,732
Acturial value of assets for funding standard account2020-06-30419,732
Accrued liability for plan using immediate gains methods2020-06-30573,244
Unfunded liability for methods with bases using spread gains methods2020-06-300
Accrued liabiliy under entry age normal method2020-06-300
Normal cost under entry age normal method2020-06-300
Accrued liability under unit credit cost method2020-06-30573,244
RPA 94 current liability2020-06-30573,244
Expected increase in current liability due to benefits accruing during the plan year2020-06-300
Expected release from RPA 94 current liability for plan year2020-06-3048,516
Expected plan disbursements for the plan year2020-06-3078,516
Current value of assets2020-06-30419,732
Number of retired participants and beneficiaries receiving payment2020-06-304
Current liability for retired participants and beneficiaries receiving payment2020-06-30308,982
Number of terminated vested participants2020-06-308
Current liability for terminated vested participants2020-06-30249,683
Current liability for active participants non vested benefits2020-06-300
Current liability for active participants vested benefits2020-06-300
Total number of active articipats2020-06-300
Current liability for active participants2020-06-300
Total participant count with liabilities2020-06-3012
Total current liabilitoes for participants with libailities2020-06-30558,665
Total employer contributions in plan year2020-06-300
Total employee contributions in plan year2020-06-300
Prior year funding deficiency2020-06-303,381
Employer’s normal cost for plan year as of valuation date2020-06-3030,000
Prior year credit balance2020-06-300
Amortization credits as of valuation date2020-06-3045,043
2019: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2019 401k membership
Total participants, beginning-of-year2019-07-0112
Total number of active participants reported on line 7a of the Form 55002019-07-010
Number of retired or separated participants receiving benefits2019-07-013
Number of other retired or separated participants entitled to future benefits2019-07-018
Total of all active and inactive participants2019-07-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Number of employers contributing to the scheme2019-07-010
Current value of assets2019-06-30473,916
Acturial value of assets for funding standard account2019-06-30473,916
Accrued liability for plan using immediate gains methods2019-06-30531,837
Accrued liability under unit credit cost method2019-06-30531,837
RPA 94 current liability2019-06-30562,483
Expected increase in current liability due to benefits accruing during the plan year2019-06-300
Expected release from RPA 94 current liability for plan year2019-06-3020,000
Expected plan disbursements for the plan year2019-06-3026,000
Current value of assets2019-06-30473,916
Number of retired participants and beneficiaries receiving payment2019-06-304
Current liability for retired participants and beneficiaries receiving payment2019-06-30310,751
Number of terminated vested participants2019-06-308
Current liability for terminated vested participants2019-06-30251,732
Current liability for active participants non vested benefits2019-06-300
Current liability for active participants vested benefits2019-06-300
Total number of active articipats2019-06-300
Current liability for active participants2019-06-300
Total participant count with liabilities2019-06-3012
Total current liabilitoes for participants with libailities2019-06-30562,483
Total employer contributions in plan year2019-06-300
Total employee contributions in plan year2019-06-300
Employer’s normal cost for plan year as of valuation date2019-06-300
Prior year credit balance2019-06-305,398
Amortization credits as of valuation date2019-06-3044,447
2018: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2018 401k membership
Total participants, beginning-of-year2018-07-0112
Total number of active participants reported on line 7a of the Form 55002018-07-010
Number of retired or separated participants receiving benefits2018-07-014
Number of other retired or separated participants entitled to future benefits2018-07-018
Total of all active and inactive participants2018-07-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Number of employers contributing to the scheme2018-07-010
Current value of assets2018-06-30538,486
Acturial value of assets for funding standard account2018-06-30538,486
Accrued liability for plan using immediate gains methods2018-06-30509,342
Accrued liability under unit credit cost method2018-06-30509,342
RPA 94 current liability2018-06-30695,881
Expected increase in current liability due to benefits accruing during the plan year2018-06-300
Expected release from RPA 94 current liability for plan year2018-06-3020,000
Expected plan disbursements for the plan year2018-06-3028,800
Current value of assets2018-06-30538,486
Number of retired participants and beneficiaries receiving payment2018-06-304
Current liability for retired participants and beneficiaries receiving payment2018-06-30250,994
Number of terminated vested participants2018-06-3012
Current liability for terminated vested participants2018-06-30444,887
Current liability for active participants non vested benefits2018-06-300
Current liability for active participants vested benefits2018-06-300
Total number of active articipats2018-06-300
Current liability for active participants2018-06-300
Total participant count with liabilities2018-06-3016
Total current liabilitoes for participants with libailities2018-06-30695,881
Total employer contributions in plan year2018-06-306,635
Total employee contributions in plan year2018-06-300
Prior year funding deficiency2018-06-300
Employer’s normal cost for plan year as of valuation date2018-06-3012,300
Prior year credit balance2018-06-3024,082
Amortization credits as of valuation date2018-06-3049,276
2017: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2017 401k membership
Total participants, beginning-of-year2017-07-0116
Total number of active participants reported on line 7a of the Form 55002017-07-010
Number of retired or separated participants receiving benefits2017-07-013
Number of other retired or separated participants entitled to future benefits2017-07-0112
Total of all active and inactive participants2017-07-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-0116
Number of participants with account balances2017-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Number of employers contributing to the scheme2017-07-010
Current value of assets2017-06-30484,953
Acturial value of assets for funding standard account2017-06-30484,953
Accrued liability for plan using immediate gains methods2017-06-30520,503
Accrued liability under unit credit cost method2017-06-30520,503
RPA 94 current liability2017-06-30718,513
Expected increase in current liability due to benefits accruing during the plan year2017-06-300
Expected release from RPA 94 current liability for plan year2017-06-3020,000
Expected plan disbursements for the plan year2017-06-3028,800
Current value of assets2017-06-30484,953
Number of retired participants and beneficiaries receiving payment2017-06-304
Current liability for retired participants and beneficiaries receiving payment2017-06-30262,825
Number of terminated vested participants2017-06-3012
Current liability for terminated vested participants2017-06-30455,688
Current liability for active participants non vested benefits2017-06-300
Current liability for active participants vested benefits2017-06-300
Total number of active articipats2017-06-300
Current liability for active participants2017-06-300
Total participant count with liabilities2017-06-3016
Total current liabilitoes for participants with libailities2017-06-30718,513
Total employer contributions in plan year2017-06-3027,744
Total employee contributions in plan year2017-06-300
Prior year funding deficiency2017-06-300
Employer’s normal cost for plan year as of valuation date2017-06-3012,300
Prior year credit balance2017-06-3039,485
Amortization credits as of valuation date2017-06-3043,540
2016: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2016 401k membership
Total participants, beginning-of-year2016-07-0116
Total number of active participants reported on line 7a of the Form 55002016-07-010
Number of retired or separated participants receiving benefits2016-07-013
Number of other retired or separated participants entitled to future benefits2016-07-0112
Total of all active and inactive participants2016-07-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-0116
Number of participants with account balances2016-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
Number of employers contributing to the scheme2016-07-010
Current value of assets2016-06-30505,042
Acturial value of assets for funding standard account2016-06-30505,042
Accrued liability for plan using immediate gains methods2016-06-30537,570
Accrued liability under unit credit cost method2016-06-30537,570
RPA 94 current liability2016-06-30758,509
Expected release from RPA 94 current liability for plan year2016-06-3040,000
Expected plan disbursements for the plan year2016-06-3042,402
Current value of assets2016-06-30505,042
Number of retired participants and beneficiaries receiving payment2016-06-303
Current liability for retired participants and beneficiaries receiving payment2016-06-30278,703
Number of terminated vested participants2016-06-3013
Current liability for terminated vested participants2016-06-30479,806
Current liability for active participants non vested benefits2016-06-300
Current liability for active participants vested benefits2016-06-300
Total number of active articipats2016-06-300
Current liability for active participants2016-06-300
Total participant count with liabilities2016-06-3016
Total current liabilitoes for participants with libailities2016-06-30758,509
Total employer contributions in plan year2016-06-300
Total employee contributions in plan year2016-06-300
Prior year funding deficiency2016-06-300
Employer’s normal cost for plan year as of valuation date2016-06-3022,800
Prior year credit balance2016-06-30102,773
Amortization credits as of valuation date2016-06-3040,704
2015: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2015 401k membership
Total participants, beginning-of-year2015-07-0116
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-013
Number of other retired or separated participants entitled to future benefits2015-07-0113
Total of all active and inactive participants2015-07-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
Number of employers contributing to the scheme2015-07-010
Number of participants with account balances2015-07-010
Current value of assets2015-06-30507,187
Acturial value of assets for funding standard account2015-06-30452,873
Accrued liability for plan using immediate gains methods2015-06-30547,601
Accrued liability under unit credit cost method2015-06-30547,601
RPA 94 current liability2015-06-30740,781
Expected increase in current liability due to benefits accruing during the plan year2015-06-300
Expected release from RPA 94 current liability for plan year2015-06-3052,432
Expected plan disbursements for the plan year2015-06-3074,932
Current value of assets2015-06-30507,187
Number of retired participants and beneficiaries receiving payment2015-06-303
Current liability for retired participants and beneficiaries receiving payment2015-06-30299,130
Number of terminated vested participants2015-06-3013
Current liability for terminated vested participants2015-06-30441,651
Current liability for active participants non vested benefits2015-06-300
Current liability for active participants vested benefits2015-06-300
Total number of active articipats2015-06-300
Current liability for active participants2015-06-300
Total participant count with liabilities2015-06-3016
Total current liabilitoes for participants with libailities2015-06-30740,781
Total employer contributions in plan year2015-06-300
Total employee contributions in plan year2015-06-300
Prior year funding deficiency2015-06-300
Employer’s normal cost for plan year as of valuation date2015-06-3022,500
Prior year credit balance2015-06-30102,773
Amortization credits as of valuation date2015-06-3040,401
2014: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2014 401k membership
Total participants, beginning-of-year2014-07-0116
Total number of active participants reported on line 7a of the Form 55002014-07-010
Number of retired or separated participants receiving benefits2014-07-013
Number of other retired or separated participants entitled to future benefits2014-07-0113
Total of all active and inactive participants2014-07-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
Number of employers contributing to the scheme2014-07-010
2013: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2013 401k membership
Total participants, beginning-of-year2013-07-0116
Total number of active participants reported on line 7a of the Form 55002013-07-010
Number of retired or separated participants receiving benefits2013-07-013
Number of other retired or separated participants entitled to future benefits2013-07-0113
Total of all active and inactive participants2013-07-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0116
Number of participants with account balances2013-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
Number of employers contributing to the scheme2013-07-011
Current value of assets2013-06-30432,993
Acturial value of assets for funding standard account2013-06-30423,898
Accrued liability for plan using immediate gains methods2013-06-30529,838
Accrued liability under unit credit cost method2013-06-30529,838
Amount excluded from current liability attributable to pre-participation service2013-06-300
RPA 94 current liability2013-06-30707,374
Expected increase in current liability due to benefits accruing during the plan year2013-06-300
Expected release from RPA 94 current liability for plan year2013-06-3047,260
Expected plan disbursements for the plan year2013-06-3068,996
Current value of assets2013-06-30432,993
Number of retired participants and beneficiaries receiving payment2013-06-303
Current liability for retired participants and beneficiaries receiving payment2013-06-30305,303
Number of terminated vested participants2013-06-3013
Current liability for terminated vested participants2013-06-30402,071
Current liability for active participants non vested benefits2013-06-300
Current liability for active participants vested benefits2013-06-300
Total number of active articipats2013-06-300
Current liability for active participants2013-06-300
Total participant count with liabilities2013-06-3016
Total current liabilitoes for participants with libailities2013-06-30707,374
Total employer contributions in plan year2013-06-305,000
Total employee contributions in plan year2013-06-300
Prior year funding deficiency2013-06-300
Employer’s normal cost for plan year as of valuation date2013-06-3021,736
Prior year credit balance2013-06-30216,334
Amortization credits as of valuation date2013-06-3036,382
2012: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2012 401k membership
Total participants, beginning-of-year2012-07-0116
Total number of active participants reported on line 7a of the Form 55002012-07-010
Number of retired or separated participants receiving benefits2012-07-013
Number of other retired or separated participants entitled to future benefits2012-07-0113
Total of all active and inactive participants2012-07-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0116
Number of participants with account balances2012-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
Number of employers contributing to the scheme2012-07-011
2011: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2011 401k membership
Total participants, beginning-of-year2011-07-0116
Total number of active participants reported on line 7a of the Form 55002011-07-010
Number of retired or separated participants receiving benefits2011-07-013
Number of other retired or separated participants entitled to future benefits2011-07-0113
Total of all active and inactive participants2011-07-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0116
Number of participants with account balances2011-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
Number of employers contributing to the scheme2011-07-011
2010: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2010 401k membership
Total participants, beginning-of-year2010-07-0116
Total number of active participants reported on line 7a of the Form 55002010-07-010
Number of retired or separated participants receiving benefits2010-07-012
Number of other retired or separated participants entitled to future benefits2010-07-0114
Total of all active and inactive participants2010-07-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0116
Number of participants with account balances2010-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
Number of employers contributing to the scheme2010-07-010
2009: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2009 401k membership
Total participants, beginning-of-year2009-07-0115
Total number of active participants reported on line 7a of the Form 55002009-07-010
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0114
Total of all active and inactive participants2009-07-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0114
Number of participants with account balances2009-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
Number of employers contributing to the scheme2009-07-010

Financial Data on LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND

Measure Date Value
2023 : LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2023 401k financial data
Total plan liabilities at end of year2023-06-30$0
Total plan liabilities at beginning of year2023-06-30$0
Total income from all sources2023-06-30$47
Expenses. Total of all expenses incurred2023-06-30$37,081
Benefits paid (including direct rollovers)2023-06-30$26,240
Total plan assets at end of year2023-06-30$250,532
Total plan assets at beginning of year2023-06-30$287,566
Value of fidelity bond covering the plan2023-06-30$500,000
Expenses. Other expenses not covered elsewhere2023-06-30$10,841
Other income received2023-06-30$47
Net income (gross income less expenses)2023-06-30$-37,034
Net plan assets at end of year (total assets less liabilities)2023-06-30$250,532
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$287,566
2022 : LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2022 401k financial data
Total plan liabilities at beginning of year2022-06-30$0
Total income from all sources2022-06-30$39
Expenses. Total of all expenses incurred2022-06-30$39,809
Benefits paid (including direct rollovers)2022-06-30$26,240
Total plan assets at end of year2022-06-30$287,566
Total plan assets at beginning of year2022-06-30$327,336
Value of fidelity bond covering the plan2022-06-30$500,000
Other income received2022-06-30$39
Net income (gross income less expenses)2022-06-30$-39,770
Net plan assets at end of year (total assets less liabilities)2022-06-30$287,566
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$327,336
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$13,569
2021 : LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2021 401k financial data
Total plan liabilities at end of year2021-06-30$0
Total plan liabilities at beginning of year2021-06-30$0
Total income from all sources2021-06-30$1,073
Expenses. Total of all expenses incurred2021-06-30$47,522
Benefits paid (including direct rollovers)2021-06-30$25,397
Total plan assets at end of year2021-06-30$327,336
Total plan assets at beginning of year2021-06-30$373,785
Value of fidelity bond covering the plan2021-06-30$500,000
Other income received2021-06-30$1,073
Net income (gross income less expenses)2021-06-30$-46,449
Net plan assets at end of year (total assets less liabilities)2021-06-30$327,336
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$373,785
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$22,125
2020 : LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2020 401k financial data
Total plan liabilities at end of year2020-06-30$0
Total plan liabilities at beginning of year2020-06-30$0
Total income from all sources2020-06-30$12,894
Expenses. Total of all expenses incurred2020-06-30$58,841
Benefits paid (including direct rollovers)2020-06-30$26,567
Total plan assets at end of year2020-06-30$373,785
Total plan assets at beginning of year2020-06-30$419,732
Value of fidelity bond covering the plan2020-06-30$25,000
Total contributions received or receivable from participants2020-06-30$0
Contributions received from other sources (not participants or employers)2020-06-30$0
Other income received2020-06-30$12,894
Noncash contributions received2020-06-30$0
Net income (gross income less expenses)2020-06-30$-45,947
Net plan assets at end of year (total assets less liabilities)2020-06-30$373,785
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$419,732
Total contributions received or receivable from employer(s)2020-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$32,274
2019 : LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2019 401k financial data
Total plan liabilities at end of year2019-06-30$0
Total plan liabilities at beginning of year2019-06-30$0
Total income from all sources2019-06-30$26,261
Expenses. Total of all expenses incurred2019-06-30$80,445
Benefits paid (including direct rollovers)2019-06-30$55,478
Total plan assets at end of year2019-06-30$419,732
Total plan assets at beginning of year2019-06-30$473,916
Value of fidelity bond covering the plan2019-06-30$25,000
Total contributions received or receivable from participants2019-06-30$0
Contributions received from other sources (not participants or employers)2019-06-30$0
Other income received2019-06-30$26,261
Noncash contributions received2019-06-30$0
Net income (gross income less expenses)2019-06-30$-54,184
Net plan assets at end of year (total assets less liabilities)2019-06-30$419,732
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$473,916
Total contributions received or receivable from employer(s)2019-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$24,967
2018 : LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2018 401k financial data
Total plan liabilities at end of year2018-06-30$0
Total plan liabilities at beginning of year2018-06-30$0
Total income from all sources2018-06-30$17,342
Expenses. Total of all expenses incurred2018-06-30$81,912
Benefits paid (including direct rollovers)2018-06-30$23,023
Total plan assets at end of year2018-06-30$473,916
Total plan assets at beginning of year2018-06-30$538,486
Value of fidelity bond covering the plan2018-06-30$25,000
Expenses. Other expenses not covered elsewhere2018-06-30$41,943
Other income received2018-06-30$10,707
Net income (gross income less expenses)2018-06-30$-64,570
Net plan assets at end of year (total assets less liabilities)2018-06-30$473,916
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$538,486
Total contributions received or receivable from employer(s)2018-06-30$6,635
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$16,946
2017 : LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2017 401k financial data
Transfers to/from the plan2017-06-30$0
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$87,340
Expenses. Total of all expenses incurred2017-06-30$33,807
Benefits paid (including direct rollovers)2017-06-30$23,023
Total plan assets at end of year2017-06-30$538,486
Total plan assets at beginning of year2017-06-30$484,953
Value of fidelity bond covering the plan2017-06-30$25,000
Total contributions received or receivable from participants2017-06-30$0
Expenses. Other expenses not covered elsewhere2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$87,340
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$53,533
Net plan assets at end of year (total assets less liabilities)2017-06-30$538,486
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$484,953
Total contributions received or receivable from employer(s)2017-06-30$0
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$10,784
2016 : LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2016 401k financial data
Transfers to/from the plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$2,934
Expenses. Total of all expenses incurred2016-06-30$23,023
Benefits paid (including direct rollovers)2016-06-30$23,023
Total plan assets at end of year2016-06-30$484,953
Total plan assets at beginning of year2016-06-30$505,042
Value of fidelity bond covering the plan2016-06-30$25,000
Total contributions received or receivable from participants2016-06-30$0
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$2,934
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$-20,089
Net plan assets at end of year (total assets less liabilities)2016-06-30$484,953
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$505,042
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2016-06-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2016-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-06-30$0
Total contributions received or receivable from employer(s)2016-06-30$0
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$0
2015 : LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2015 401k financial data
Total income from all sources2015-06-30$45,364
Expenses. Total of all expenses incurred2015-06-30$47,509
Benefits paid (including direct rollovers)2015-06-30$23,023
Total plan assets at end of year2015-06-30$505,042
Total plan assets at beginning of year2015-06-30$507,187
Value of fidelity bond covering the plan2015-06-30$25,000
Total contributions received or receivable from participants2015-06-30$0
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$45,364
Noncash contributions received2015-06-30$0
Net income (gross income less expenses)2015-06-30$-2,145
Net plan assets at end of year (total assets less liabilities)2015-06-30$505,042
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$507,187
Total contributions received or receivable from employer(s)2015-06-30$0
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$24,486
2014 : LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2014 401k financial data
Total income from all sources2014-06-30$101,952
Expenses. Total of all expenses incurred2014-06-30$41,509
Benefits paid (including direct rollovers)2014-06-30$23,023
Total plan assets at end of year2014-06-30$507,187
Total plan assets at beginning of year2014-06-30$446,744
Value of fidelity bond covering the plan2014-06-30$25,000
Other income received2014-06-30$101,952
Net income (gross income less expenses)2014-06-30$60,443
Net plan assets at end of year (total assets less liabilities)2014-06-30$507,187
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$446,744
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$18,486
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2013 401k financial data
Transfers to/from the plan2013-06-30$0
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$56,338
Expenses. Total of all expenses incurred2013-06-30$42,587
Benefits paid (including direct rollovers)2013-06-30$23,023
Total plan assets at end of year2013-06-30$446,744
Total plan assets at beginning of year2013-06-30$432,993
Value of fidelity bond covering the plan2013-06-30$25,000
Total contributions received or receivable from participants2013-06-30$0
Expenses. Other expenses not covered elsewhere2013-06-30$0
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$51,338
Noncash contributions received2013-06-30$0
Net income (gross income less expenses)2013-06-30$13,751
Net plan assets at end of year (total assets less liabilities)2013-06-30$446,744
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$432,993
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-06-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-06-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-06-30$0
Total contributions received or receivable from employer(s)2013-06-30$5,000
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$19,564
2012 : LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2012 401k financial data
Total income from all sources2012-06-30$19,472
Expenses. Total of all expenses incurred2012-06-30$42,474
Benefits paid (including direct rollovers)2012-06-30$20,738
Total plan assets at end of year2012-06-30$432,993
Total plan assets at beginning of year2012-06-30$455,995
Value of fidelity bond covering the plan2012-06-30$25,000
Other income received2012-06-30$-7,528
Net income (gross income less expenses)2012-06-30$-23,002
Net plan assets at end of year (total assets less liabilities)2012-06-30$432,993
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$455,995
Total contributions received or receivable from employer(s)2012-06-30$27,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$21,736
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2011 401k financial data
Transfers to/from the plan2011-06-30$0
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$130,414
Expenses. Total of all expenses incurred2011-06-30$36,118
Benefits paid (including direct rollovers)2011-06-30$13,882
Total plan assets at end of year2011-06-30$455,995
Total plan assets at beginning of year2011-06-30$361,699
Value of fidelity bond covering the plan2011-06-30$25,000
Total contributions received or receivable from participants2011-06-30$0
Expenses. Other expenses not covered elsewhere2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$98,414
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$94,296
Net plan assets at end of year (total assets less liabilities)2011-06-30$455,995
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$361,699
Total contributions received or receivable from employer(s)2011-06-30$32,000
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$22,236
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND

2022: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2022 form 5500 responses
2022-07-01Type of plan entityMulti-employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: LOCAL 32E SUPPLEMENTAL PENSION AND RETIREMENT FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number520824
Policy instance 1
Insurance contract or identification number520824
Insurance policy start date2019-07-01
Insurance policy end date2019-09-09
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number520824
Policy instance 1
Insurance contract or identification number520824
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number520824
Policy instance 1
Insurance contract or identification number520824
Number of Individuals Covered16
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number520824
Policy instance 1
Insurance contract or identification number520824
Number of Individuals Covered16
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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?No
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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