401k Plan data: UNITED METAL TRADERS, UNION PENSION PLAN plan

UNITED METAL TRADERS, UNION PENSION PLAN 401k Plan overview

Plan Name	UNITED METAL TRADERS, UNION PENSION PLAN
Plan identification number	001

UNITED METAL TRADERS, UNION PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNITED METAL TRADERS has sponsored the creation of one or more 401k plans.

Company Name: UNITED METAL TRADERS

Employer identification number (EIN): 231619297

NAIC Classification: 331110
NAIC Description: Iron and Steel Mills and Ferroalloy Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED METAL TRADERS, UNION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-02-01
001 2021-02-01
001 2020-02-01 STEVEN INGBER 2021-11-15 STEVEN INGBER 2021-11-15
001 2019-02-01 STEVEN INGBER 2020-04-22 STEVEN INGBER 2020-04-22
001 2018-02-01 STEVEN INGBER 2019-08-06 STEVEN INGBER 2019-08-06
001 2017-02-01
001 2016-02-01
001 2015-02-01
001 2014-02-01
001 2013-02-01 DAVID M. INGBER
001 2012-02-01 DAVID M. INGBER
001 2011-02-01 DAVID M. INGBER
001 2009-02-01 RICKIE TAYLOR
001 2007-02-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-02-01
001	2021-02-01
001	2020-02-01	STEVEN INGBER	2021-11-15	STEVEN INGBER	2021-11-15
001	2019-02-01	STEVEN INGBER	2020-04-22	STEVEN INGBER	2020-04-22
001	2018-02-01	STEVEN INGBER	2019-08-06	STEVEN INGBER	2019-08-06
001	2017-02-01
001	2016-02-01
001	2015-02-01
001	2014-02-01
001	2013-02-01	DAVID M. INGBER
001	2012-02-01	DAVID M. INGBER
001	2011-02-01	DAVID M. INGBER
001	2009-02-01	RICKIE TAYLOR
001	2007-02-01

Plan Statistics for UNITED METAL TRADERS, UNION PENSION PLAN

401k plan membership statisitcs for UNITED METAL TRADERS, UNION PENSION PLAN

Measure Date Value
2020: UNITED METAL TRADERS, UNION PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-02-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 5
Number of retired or separated participants receiving benefits 2020-02-01 0
Number of other retired or separated participants entitled to future benefits 2020-02-01 2
Total of all active and inactive participants 2020-02-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-02-01 0
Total participants 2020-02-01 7
Number of participants with account balances 2020-02-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-02-01 0
2019: UNITED METAL TRADERS, UNION PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-02-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 5
Number of retired or separated participants receiving benefits 2019-02-01 0
Number of other retired or separated participants entitled to future benefits 2019-02-01 2
Total of all active and inactive participants 2019-02-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-02-01 0
Total participants 2019-02-01 7
Number of participants with account balances 2019-02-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-02-01 0
2018: UNITED METAL TRADERS, UNION PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-02-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 5
Number of retired or separated participants receiving benefits 2018-02-01 0
Number of other retired or separated participants entitled to future benefits 2018-02-01 2
Total of all active and inactive participants 2018-02-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 0
Total participants 2018-02-01 7
Number of participants with account balances 2018-02-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 0
2017: UNITED METAL TRADERS, UNION PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 5
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 2
Total of all active and inactive participants 2017-02-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 1
Total participants 2017-02-01 8
Number of participants with account balances 2017-02-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 0
2016: UNITED METAL TRADERS, UNION PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-02-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 4
Number of retired or separated participants receiving benefits 2016-02-01 0
Number of other retired or separated participants entitled to future benefits 2016-02-01 3
Total of all active and inactive participants 2016-02-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 0
Total participants 2016-02-01 7
Number of participants with account balances 2016-02-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 0
2015: UNITED METAL TRADERS, UNION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-02-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 5
Number of retired or separated participants receiving benefits 2015-02-01 0
Number of other retired or separated participants entitled to future benefits 2015-02-01 3
Total of all active and inactive participants 2015-02-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 0
Total participants 2015-02-01 8
Number of participants with account balances 2015-02-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 0
2014: UNITED METAL TRADERS, UNION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 6
Number of retired or separated participants receiving benefits 2014-02-01 0
Number of other retired or separated participants entitled to future benefits 2014-02-01 2
Total of all active and inactive participants 2014-02-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 0
Total participants 2014-02-01 8
Number of participants with account balances 2014-02-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 0
2013: UNITED METAL TRADERS, UNION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 6
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 3
Total of all active and inactive participants 2013-02-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 9
Number of participants with account balances 2013-02-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: UNITED METAL TRADERS, UNION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 6
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 4
Total of all active and inactive participants 2012-02-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 10
Number of participants with account balances 2012-02-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: UNITED METAL TRADERS, UNION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 6
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 4
Total of all active and inactive participants 2011-02-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 10
Number of participants with account balances 2011-02-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
2009: UNITED METAL TRADERS, UNION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 8
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 1
Total of all active and inactive participants 2009-02-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 9
Number of participants with account balances 2009-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2020: UNITED METAL TRADERS, UNION PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-02-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	5
Number of retired or separated participants receiving benefits	2020-02-01	0
Number of other retired or separated participants entitled to future benefits	2020-02-01	2
Total of all active and inactive participants	2020-02-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-02-01	0
Total participants	2020-02-01	7
Number of participants with account balances	2020-02-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-02-01	0
2019: UNITED METAL TRADERS, UNION PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-02-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	5
Number of retired or separated participants receiving benefits	2019-02-01	0
Number of other retired or separated participants entitled to future benefits	2019-02-01	2
Total of all active and inactive participants	2019-02-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-02-01	0
Total participants	2019-02-01	7
Number of participants with account balances	2019-02-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-02-01	0
2018: UNITED METAL TRADERS, UNION PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-02-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	5
Number of retired or separated participants receiving benefits	2018-02-01	0
Number of other retired or separated participants entitled to future benefits	2018-02-01	2
Total of all active and inactive participants	2018-02-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	0
Total participants	2018-02-01	7
Number of participants with account balances	2018-02-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	0
2017: UNITED METAL TRADERS, UNION PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	5
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	2
Total of all active and inactive participants	2017-02-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	1
Total participants	2017-02-01	8
Number of participants with account balances	2017-02-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	0
2016: UNITED METAL TRADERS, UNION PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-02-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	4
Number of retired or separated participants receiving benefits	2016-02-01	0
Number of other retired or separated participants entitled to future benefits	2016-02-01	3
Total of all active and inactive participants	2016-02-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	0
Total participants	2016-02-01	7
Number of participants with account balances	2016-02-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	0
2015: UNITED METAL TRADERS, UNION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-02-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	5
Number of retired or separated participants receiving benefits	2015-02-01	0
Number of other retired or separated participants entitled to future benefits	2015-02-01	3
Total of all active and inactive participants	2015-02-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	0
Total participants	2015-02-01	8
Number of participants with account balances	2015-02-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	0
2014: UNITED METAL TRADERS, UNION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	6
Number of retired or separated participants receiving benefits	2014-02-01	0
Number of other retired or separated participants entitled to future benefits	2014-02-01	2
Total of all active and inactive participants	2014-02-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	0
Total participants	2014-02-01	8
Number of participants with account balances	2014-02-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	0
2013: UNITED METAL TRADERS, UNION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	6
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	3
Total of all active and inactive participants	2013-02-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	9
Number of participants with account balances	2013-02-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: UNITED METAL TRADERS, UNION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	6
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	4
Total of all active and inactive participants	2012-02-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	10
Number of participants with account balances	2012-02-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: UNITED METAL TRADERS, UNION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	6
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	4
Total of all active and inactive participants	2011-02-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	10
Number of participants with account balances	2011-02-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
2009: UNITED METAL TRADERS, UNION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	8
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	1
Total of all active and inactive participants	2009-02-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	9
Number of participants with account balances	2009-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on UNITED METAL TRADERS, UNION PENSION PLAN

Measure	Date	Value
2021 : UNITED METAL TRADERS, UNION PENSION PLAN 2021 401k financial data
Total income from all sources	2021-01-31	$17,541
Expenses. Total of all expenses incurred	2021-01-31	$0
Total plan assets at end of year	2021-01-31	$152,361
Total plan assets at beginning of year	2021-01-31	$134,820
Value of fidelity bond covering the plan	2021-01-31	$75,000
Other income received	2021-01-31	$5,435
Net income (gross income less expenses)	2021-01-31	$17,541
Net plan assets at end of year (total assets less liabilities)	2021-01-31	$152,361
Net plan assets at beginning of year (total assets less liabilities)	2021-01-31	$134,820
Total contributions received or receivable from employer(s)	2021-01-31	$12,106
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-01-31	$0
Funding deficiency by the employer to the plan for this plan year	2021-01-31	$0
Minimum employer required contribution for this plan year	2021-01-31	$12,106
Amount contributed by the employer to the plan for this plan year	2021-01-31	$12,106
2020 : UNITED METAL TRADERS, UNION PENSION PLAN 2020 401k financial data
Total income from all sources	2020-01-31	$17,366
Expenses. Total of all expenses incurred	2020-01-31	$0
Total plan assets at end of year	2020-01-31	$134,820
Total plan assets at beginning of year	2020-01-31	$117,454
Value of fidelity bond covering the plan	2020-01-31	$75,000
Other income received	2020-01-31	$4,106
Net income (gross income less expenses)	2020-01-31	$17,366
Net plan assets at end of year (total assets less liabilities)	2020-01-31	$134,820
Net plan assets at beginning of year (total assets less liabilities)	2020-01-31	$117,454
Total contributions received or receivable from employer(s)	2020-01-31	$13,260
Funding deficiency by the employer to the plan for this plan year	2020-01-31	$0
Minimum employer required contribution for this plan year	2020-01-31	$13,260
Amount contributed by the employer to the plan for this plan year	2020-01-31	$13,260
2019 : UNITED METAL TRADERS, UNION PENSION PLAN 2019 401k financial data
Total income from all sources	2019-01-31	$10,678
Expenses. Total of all expenses incurred	2019-01-31	$20,430
Benefits paid (including direct rollovers)	2019-01-31	$20,430
Total plan assets at end of year	2019-01-31	$117,454
Total plan assets at beginning of year	2019-01-31	$127,206
Value of fidelity bond covering the plan	2019-01-31	$75,000
Other income received	2019-01-31	$-842
Net income (gross income less expenses)	2019-01-31	$-9,752
Net plan assets at end of year (total assets less liabilities)	2019-01-31	$117,454
Net plan assets at beginning of year (total assets less liabilities)	2019-01-31	$127,206
Total contributions received or receivable from employer(s)	2019-01-31	$11,520
Funding deficiency by the employer to the plan for this plan year	2019-01-31	$0
Minimum employer required contribution for this plan year	2019-01-31	$11,520
Amount contributed by the employer to the plan for this plan year	2019-01-31	$11,520
2018 : UNITED METAL TRADERS, UNION PENSION PLAN 2018 401k financial data
Total income from all sources	2018-01-31	$12,488
Expenses. Total of all expenses incurred	2018-01-31	$6,270
Benefits paid (including direct rollovers)	2018-01-31	$6,270
Total plan assets at end of year	2018-01-31	$127,206
Total plan assets at beginning of year	2018-01-31	$120,988
Value of fidelity bond covering the plan	2018-01-31	$75,000
Other income received	2018-01-31	$38
Net income (gross income less expenses)	2018-01-31	$6,218
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$127,206
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$120,988
Assets. Value of participant loans	2018-01-31	$3,291
Total contributions received or receivable from employer(s)	2018-01-31	$12,450
Funding deficiency by the employer to the plan for this plan year	2018-01-31	$0
Minimum employer required contribution for this plan year	2018-01-31	$12,450
Amount contributed by the employer to the plan for this plan year	2018-01-31	$12,450
2017 : UNITED METAL TRADERS, UNION PENSION PLAN 2017 401k financial data
Total income from all sources	2017-01-31	$10,918
Expenses. Total of all expenses incurred	2017-01-31	$26,110
Benefits paid (including direct rollovers)	2017-01-31	$26,085
Total plan assets at end of year	2017-01-31	$120,988
Total plan assets at beginning of year	2017-01-31	$136,180
Value of fidelity bond covering the plan	2017-01-31	$75,000
Expenses. Other expenses not covered elsewhere	2017-01-31	$25
Other income received	2017-01-31	$3,430
Net income (gross income less expenses)	2017-01-31	$-15,192
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$120,988
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$136,180
Assets. Value of participant loans	2017-01-31	$6,255
Total contributions received or receivable from employer(s)	2017-01-31	$7,488
Funding deficiency by the employer to the plan for this plan year	2017-01-31	$0
Minimum employer required contribution for this plan year	2017-01-31	$7,488
Amount contributed by the employer to the plan for this plan year	2017-01-31	$7,488
2016 : UNITED METAL TRADERS, UNION PENSION PLAN 2016 401k financial data
Total income from all sources	2016-01-31	$12,294
Expenses. Total of all expenses incurred	2016-01-31	$18,211
Benefits paid (including direct rollovers)	2016-01-31	$18,136
Total plan assets at end of year	2016-01-31	$136,180
Total plan assets at beginning of year	2016-01-31	$142,097
Value of fidelity bond covering the plan	2016-01-31	$50,000
Expenses. Other expenses not covered elsewhere	2016-01-31	$75
Other income received	2016-01-31	$2,494
Net income (gross income less expenses)	2016-01-31	$-5,917
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$136,180
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$142,097
Assets. Value of participant loans	2016-01-31	$7,723
Total contributions received or receivable from employer(s)	2016-01-31	$9,800
Funding deficiency by the employer to the plan for this plan year	2016-01-31	$0
Minimum employer required contribution for this plan year	2016-01-31	$9,800
Amount contributed by the employer to the plan for this plan year	2016-01-31	$9,800
2015 : UNITED METAL TRADERS, UNION PENSION PLAN 2015 401k financial data
Total income from all sources	2015-01-31	$13,994
Expenses. Total of all expenses incurred	2015-01-31	$18,688
Benefits paid (including direct rollovers)	2015-01-31	$18,588
Total plan assets at end of year	2015-01-31	$142,097
Total plan assets at beginning of year	2015-01-31	$146,791
Value of fidelity bond covering the plan	2015-01-31	$50,000
Total contributions received or receivable from participants	2015-01-31	$10,200
Expenses. Other expenses not covered elsewhere	2015-01-31	$100
Other income received	2015-01-31	$3,794
Net income (gross income less expenses)	2015-01-31	$-4,694
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$142,097
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$146,791
Assets. Value of participant loans	2015-01-31	$7,000
Funding deficiency by the employer to the plan for this plan year	2015-01-31	$0
Minimum employer required contribution for this plan year	2015-01-31	$10,200
Amount contributed by the employer to the plan for this plan year	2015-01-31	$10,200
2014 : UNITED METAL TRADERS, UNION PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-01-31	$0
Total plan liabilities at beginning of year	2014-01-31	$0
Total income from all sources	2014-01-31	$12,782
Expenses. Total of all expenses incurred	2014-01-31	$29,235
Benefits paid (including direct rollovers)	2014-01-31	$29,110
Total plan assets at end of year	2014-01-31	$146,791
Total plan assets at beginning of year	2014-01-31	$163,244
Value of fidelity bond covering the plan	2014-01-31	$50,000
Total contributions received or receivable from participants	2014-01-31	$0
Expenses. Other expenses not covered elsewhere	2014-01-31	$125
Contributions received from other sources (not participants or employers)	2014-01-31	$0
Other income received	2014-01-31	$4,142
Noncash contributions received	2014-01-31	$0
Net income (gross income less expenses)	2014-01-31	$-16,453
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$146,791
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$163,244
Assets. Value of participant loans	2014-01-31	$7,000
Total contributions received or receivable from employer(s)	2014-01-31	$8,640
Value of certain deemed distributions of participant loans	2014-01-31	$0
Value of corrective distributions	2014-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-01-31	$390
Minimum employer required contribution for this plan year	2014-01-31	$8,640
Amount contributed by the employer to the plan for this plan year	2014-01-31	$8,250
2013 : UNITED METAL TRADERS, UNION PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-01-31	$0
Total plan liabilities at end of year	2013-01-31	$0
Total plan liabilities at beginning of year	2013-01-31	$0
Total income from all sources	2013-01-31	$13,294
Expenses. Total of all expenses incurred	2013-01-31	$0
Benefits paid (including direct rollovers)	2013-01-31	$0
Total plan assets at end of year	2013-01-31	$163,244
Total plan assets at beginning of year	2013-01-31	$149,950
Value of fidelity bond covering the plan	2013-01-31	$50,000
Total contributions received or receivable from participants	2013-01-31	$0
Expenses. Other expenses not covered elsewhere	2013-01-31	$0
Contributions received from other sources (not participants or employers)	2013-01-31	$0
Other income received	2013-01-31	$4,294
Noncash contributions received	2013-01-31	$0
Net income (gross income less expenses)	2013-01-31	$13,294
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$163,244
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$149,950
Total contributions received or receivable from employer(s)	2013-01-31	$9,000
Value of certain deemed distributions of participant loans	2013-01-31	$0
Value of corrective distributions	2013-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-01-31	$0
2012 : UNITED METAL TRADERS, UNION PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-01-31	$0
Total plan liabilities at beginning of year	2012-01-31	$0
Total income from all sources	2012-01-31	$10,531
Expenses. Total of all expenses incurred	2012-01-31	$118
Benefits paid (including direct rollovers)	2012-01-31	$0
Total plan assets at end of year	2012-01-31	$149,950
Total plan assets at beginning of year	2012-01-31	$139,537
Value of fidelity bond covering the plan	2012-01-31	$50,000
Total contributions received or receivable from participants	2012-01-31	$0
Expenses. Other expenses not covered elsewhere	2012-01-31	$0
Contributions received from other sources (not participants or employers)	2012-01-31	$0
Other income received	2012-01-31	$3,811
Noncash contributions received	2012-01-31	$0
Net income (gross income less expenses)	2012-01-31	$10,413
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$149,950
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$139,537
Total contributions received or receivable from employer(s)	2012-01-31	$6,720
Value of certain deemed distributions of participant loans	2012-01-31	$0
Value of corrective distributions	2012-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-01-31	$118
2011 : UNITED METAL TRADERS, UNION PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-01-31	$0
Total plan liabilities at end of year	2011-01-31	$0
Total plan liabilities at beginning of year	2011-01-31	$0
Total income from all sources	2011-01-31	$10,253
Expenses. Total of all expenses incurred	2011-01-31	$111
Benefits paid (including direct rollovers)	2011-01-31	$0
Total plan assets at end of year	2011-01-31	$139,537
Total plan assets at beginning of year	2011-01-31	$129,395
Value of fidelity bond covering the plan	2011-01-31	$75,000
Total contributions received or receivable from participants	2011-01-31	$0
Expenses. Other expenses not covered elsewhere	2011-01-31	$0
Contributions received from other sources (not participants or employers)	2011-01-31	$0
Other income received	2011-01-31	$3,893
Noncash contributions received	2011-01-31	$0
Net income (gross income less expenses)	2011-01-31	$10,142
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$139,537
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$129,395
Total contributions received or receivable from employer(s)	2011-01-31	$6,360
Value of certain deemed distributions of participant loans	2011-01-31	$0
Value of corrective distributions	2011-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-01-31	$111
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-01-31	$0
Minimum employer required contribution for this plan year	2011-01-31	$6,360
Amount contributed by the employer to the plan for this plan year	2011-01-31	$6,360
2010 : UNITED METAL TRADERS, UNION PENSION PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-01-31	$0
Minimum employer required contribution for this plan year	2010-01-31	$7,074
Amount contributed by the employer to the plan for this plan year	2010-01-31	$7,074

Form 5500 Responses for UNITED METAL TRADERS, UNION PENSION PLAN

2020: UNITED METAL TRADERS, UNION PENSION PLAN 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Submission has been amended	No
2020-02-01	This submission is the final filing	No
2020-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-02-01	Plan is a collectively bargained plan	Yes
2020-02-01	Plan funding arrangement – Insurance	Yes
2020-02-01	Plan funding arrangement – Trust	Yes
2020-02-01	Plan benefit arrangement – Insurance	Yes
2020-02-01	Plan benefit arrangement - Trust	Yes
2019: UNITED METAL TRADERS, UNION PENSION PLAN 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Submission has been amended	No
2019-02-01	This submission is the final filing	No
2019-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-02-01	Plan is a collectively bargained plan	Yes
2019-02-01	Plan funding arrangement – Insurance	Yes
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement – Insurance	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: UNITED METAL TRADERS, UNION PENSION PLAN 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Submission has been amended	No
2018-02-01	This submission is the final filing	No
2018-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-02-01	Plan is a collectively bargained plan	Yes
2018-02-01	Plan funding arrangement – Insurance	Yes
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement – Insurance	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: UNITED METAL TRADERS, UNION PENSION PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Submission has been amended	No
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-02-01	Plan is a collectively bargained plan	Yes
2017-02-01	Plan funding arrangement – Insurance	Yes
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement – Insurance	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: UNITED METAL TRADERS, UNION PENSION PLAN 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Submission has been amended	No
2016-02-01	This submission is the final filing	No
2016-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-02-01	Plan is a collectively bargained plan	Yes
2016-02-01	Plan funding arrangement – Insurance	Yes
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement – Insurance	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: UNITED METAL TRADERS, UNION PENSION PLAN 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Submission has been amended	No
2015-02-01	This submission is the final filing	No
2015-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-02-01	Plan is a collectively bargained plan	Yes
2015-02-01	Plan funding arrangement – Insurance	Yes
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement – Insurance	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: UNITED METAL TRADERS, UNION PENSION PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Submission has been amended	No
2014-02-01	This submission is the final filing	No
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-02-01	Plan is a collectively bargained plan	Yes
2014-02-01	Plan funding arrangement – Insurance	Yes
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement – Insurance	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: UNITED METAL TRADERS, UNION PENSION PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	Yes
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	Yes
2013-02-01	Plan funding arrangement – Insurance	Yes
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement – Insurance	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: UNITED METAL TRADERS, UNION PENSION PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	Yes
2012-02-01	Plan funding arrangement – Insurance	Yes
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement – Insurance	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: UNITED METAL TRADERS, UNION PENSION PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	Yes
2011-02-01	Plan funding arrangement – Insurance	Yes
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement – Insurance	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2009: UNITED METAL TRADERS, UNION PENSION PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	Yes
2009-02-01	Plan funding arrangement – Insurance	Yes
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement – Insurance	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes
2007: UNITED METAL TRADERS, UNION PENSION PLAN 2007 form 5500 responses
2007-02-01	Type of plan entity	Single employer plan
2007-02-01	Submission has been amended	No
2007-02-01	This submission is the final filing	No
2007-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-02-01	Plan is a collectively bargained plan	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

MH1178

Policy instance

Insurance contract or identification number	MH1178
Number of Individuals Covered	7
Insurance policy start date	2020-02-01
Insurance policy end date	2021-01-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

MH1178

Policy instance

Insurance contract or identification number	MH1178
Number of Individuals Covered	7
Insurance policy start date	2019-02-01
Insurance policy end date	2020-01-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

MH1178

Policy instance

Insurance contract or identification number	MH1178
Number of Individuals Covered	8
Insurance policy start date	2017-02-01
Insurance policy end date	2018-01-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

MH1178

Policy instance

Insurance contract or identification number	MH1178
Number of Individuals Covered	8
Insurance policy start date	2015-02-01
Insurance policy end date	2016-01-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

MH1178

Policy instance

Insurance contract or identification number	MH1178
Number of Individuals Covered	10
Insurance policy start date	2014-02-01
Insurance policy end date	2015-01-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

MH1178

Policy instance

Insurance contract or identification number	MH1178
Number of Individuals Covered	11
Insurance policy start date	2013-02-01
Insurance policy end date	2014-01-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

MH1178

Policy instance

Insurance contract or identification number	MH1178
Number of Individuals Covered	11
Insurance policy start date	2012-02-01
Insurance policy end date	2013-01-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

MH1178

Policy instance

Insurance contract or identification number	MH1178
Number of Individuals Covered	10
Insurance policy start date	2011-02-01
Insurance policy end date	2012-01-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

MH1178

Policy instance

Insurance contract or identification number	MH1178
Number of Individuals Covered	9
Insurance policy start date	2010-02-01
Insurance policy end date	2011-01-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	UNITED METAL TRADERS
Employer identification number (EIN):	231619297
NAIC Classification:	331110
NAIC Description:	Iron and Steel Mills and Ferroalloy Manufacturing