BRICKLAYERS MASONS & TILESETTERS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN
| Measure | Date | Value |
|---|
| 2022: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 58 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 3 |
| Total of all active and inactive participants | 2022-07-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 1 |
| Total participants | 2022-07-01 | 66 |
| Number of participants with account balances | 2022-07-01 | 66 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
| Number of employers contributing to the scheme | 2022-07-01 | 24 |
| 2021: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 59 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 6 |
| Total of all active and inactive participants | 2021-07-01 | 69 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
| Total participants | 2021-07-01 | 69 |
| Number of participants with account balances | 2021-07-01 | 69 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
| Number of employers contributing to the scheme | 2021-07-01 | 27 |
| 2020: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 60 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 0 |
| Total of all active and inactive participants | 2020-07-01 | 60 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
| Total participants | 2020-07-01 | 60 |
| Number of participants with account balances | 2020-07-01 | 60 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 3 |
| Number of employers contributing to the scheme | 2020-07-01 | 21 |
| 2019: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 59 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 0 |
| Total of all active and inactive participants | 2019-07-01 | 59 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
| Total participants | 2019-07-01 | 59 |
| Number of participants with account balances | 2019-07-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 1 |
| Number of employers contributing to the scheme | 2019-07-01 | 21 |
| 2018: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 55 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 0 |
| Total of all active and inactive participants | 2018-07-01 | 55 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
| Total participants | 2018-07-01 | 55 |
| Number of participants with account balances | 2018-07-01 | 55 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| Number of employers contributing to the scheme | 2018-07-01 | 23 |
| 2017: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 52 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
| Total of all active and inactive participants | 2017-07-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
| Total participants | 2017-07-01 | 52 |
| Number of participants with account balances | 2017-07-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
| Number of employers contributing to the scheme | 2017-07-01 | 22 |
| 2016: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 52 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
| Total of all active and inactive participants | 2016-07-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
| Total participants | 2016-07-01 | 52 |
| Number of participants with account balances | 2016-07-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 3 |
| Number of employers contributing to the scheme | 2016-07-01 | 20 |
| 2015: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 48 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
| Total of all active and inactive participants | 2015-07-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 48 |
| Number of participants with account balances | 2015-07-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 1 |
| Number of employers contributing to the scheme | 2015-07-01 | 25 |
| 2014: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 50 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
| Total of all active and inactive participants | 2014-07-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 50 |
| Number of participants with account balances | 2014-07-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 1 |
| Number of employers contributing to the scheme | 2014-07-01 | 19 |
| 2013: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 52 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
| Total of all active and inactive participants | 2013-07-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 52 |
| Number of participants with account balances | 2013-07-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| Number of employers contributing to the scheme | 2013-07-01 | 22 |
| 2012: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 55 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
| Total of all active and inactive participants | 2012-07-01 | 55 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 55 |
| Number of participants with account balances | 2012-07-01 | 55 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 1 |
| Number of employers contributing to the scheme | 2012-07-01 | 25 |
| 2011: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 64 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
| Total of all active and inactive participants | 2011-07-01 | 64 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 64 |
| Number of participants with account balances | 2011-07-01 | 64 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| Number of employers contributing to the scheme | 2011-07-01 | 26 |
| 2010: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 64 |
| Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 0 |
| Total of all active and inactive participants | 2010-07-01 | 64 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
| Total participants | 2010-07-01 | 64 |
| Number of participants with account balances | 2010-07-01 | 64 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 2 |
| Number of employers contributing to the scheme | 2010-07-01 | 27 |
| 2009: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 68 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
| Total of all active and inactive participants | 2009-07-01 | 68 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 68 |
| Number of participants with account balances | 2009-07-01 | 68 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Number of employers contributing to the scheme | 2009-07-01 | 24 |
| Measure | Date | Value |
|---|
| 2023 : BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-06-30 | $31,414 |
| Total plan liabilities at beginning of year | 2023-06-30 | $51,690 |
| Total income from all sources | 2023-06-30 | $884,894 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $270,962 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $240,130 |
| Total plan assets at end of year | 2023-06-30 | $8,128,006 |
| Total plan assets at beginning of year | 2023-06-30 | $7,534,350 |
| Value of fidelity bond covering the plan | 2023-06-30 | $500,000 |
| Other income received | 2023-06-30 | $619,944 |
| Net income (gross income less expenses) | 2023-06-30 | $613,932 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $8,096,592 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $7,482,660 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $264,950 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $30,832 |
| 2022 : BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-06-30 | $51,690 |
| Total plan liabilities at beginning of year | 2022-06-30 | $23,351 |
| Total income from all sources | 2022-06-30 | $-738,810 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $430,842 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $396,971 |
| Total plan assets at end of year | 2022-06-30 | $7,534,350 |
| Total plan assets at beginning of year | 2022-06-30 | $8,675,663 |
| Value of fidelity bond covering the plan | 2022-06-30 | $500,000 |
| Other income received | 2022-06-30 | $-997,806 |
| Net income (gross income less expenses) | 2022-06-30 | $-1,169,652 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $7,482,660 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $8,652,312 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $258,996 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $33,871 |
| 2021 : BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-06-30 | $23,351 |
| Total plan liabilities at beginning of year | 2021-06-30 | $9,085 |
| Total income from all sources | 2021-06-30 | $1,856,555 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $257,242 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $234,514 |
| Total plan assets at end of year | 2021-06-30 | $8,675,663 |
| Total plan assets at beginning of year | 2021-06-30 | $7,062,084 |
| Value of fidelity bond covering the plan | 2021-06-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $22,728 |
| Other income received | 2021-06-30 | $1,422,631 |
| Net income (gross income less expenses) | 2021-06-30 | $1,599,313 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $8,652,312 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $7,052,999 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $433,924 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2021-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2021-06-30 | $433,924 |
| Amount contributed by the employer to the plan for this plan year | 2021-06-30 | $433,924 |
| 2020 : BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-06-30 | $9,085 |
| Total plan liabilities at beginning of year | 2020-06-30 | $28,952 |
| Total income from all sources | 2020-06-30 | $644,910 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $602,669 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $583,819 |
| Total plan assets at end of year | 2020-06-30 | $7,062,084 |
| Total plan assets at beginning of year | 2020-06-30 | $7,039,710 |
| Value of fidelity bond covering the plan | 2020-06-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $18,850 |
| Other income received | 2020-06-30 | $376,097 |
| Net income (gross income less expenses) | 2020-06-30 | $42,241 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $7,052,999 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $7,010,758 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $268,813 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2020-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2020-06-30 | $268,813 |
| Amount contributed by the employer to the plan for this plan year | 2020-06-30 | $268,813 |
| 2019 : BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2019 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2019-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2019-06-30 | $305,857 |
| Amount contributed by the employer to the plan for this plan year | 2019-06-30 | $305,857 |
| 2018 : BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-06-30 | $18,027 |
| Total plan liabilities at beginning of year | 2018-06-30 | $17,699 |
| Total income from all sources | 2018-06-30 | $730,839 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $196,751 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $177,421 |
| Total plan assets at end of year | 2018-06-30 | $6,560,574 |
| Total plan assets at beginning of year | 2018-06-30 | $6,026,158 |
| Value of fidelity bond covering the plan | 2018-06-30 | $500,000 |
| Other income received | 2018-06-30 | $458,413 |
| Net income (gross income less expenses) | 2018-06-30 | $534,088 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $6,542,547 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $6,008,459 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $272,426 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $19,330 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2018-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2018-06-30 | $272,426 |
| Amount contributed by the employer to the plan for this plan year | 2018-06-30 | $272,426 |
| 2017 : BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-06-30 | $17,699 |
| Total plan liabilities at beginning of year | 2017-06-30 | $32,785 |
| Total income from all sources | 2017-06-30 | $713,225 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $250,713 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $241,525 |
| Total plan assets at end of year | 2017-06-30 | $6,026,158 |
| Total plan assets at beginning of year | 2017-06-30 | $5,578,732 |
| Value of fidelity bond covering the plan | 2017-06-30 | $500,000 |
| Other income received | 2017-06-30 | $496,329 |
| Net income (gross income less expenses) | 2017-06-30 | $462,512 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $6,008,459 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $5,545,947 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $216,896 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $9,188 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2017-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2017-06-30 | $216,896 |
| Amount contributed by the employer to the plan for this plan year | 2017-06-30 | $216,896 |
| 2016 : BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-06-30 | $32,785 |
| Total plan liabilities at beginning of year | 2016-06-30 | $28,060 |
| Total income from all sources | 2016-06-30 | $408,996 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $341,375 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $317,334 |
| Total plan assets at end of year | 2016-06-30 | $5,578,732 |
| Total plan assets at beginning of year | 2016-06-30 | $5,506,386 |
| Value of fidelity bond covering the plan | 2016-06-30 | $500,000 |
| Other income received | 2016-06-30 | $136,677 |
| Net income (gross income less expenses) | 2016-06-30 | $67,621 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $5,545,947 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $5,478,326 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $272,319 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $24,041 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2016-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2016-06-30 | $272,319 |
| Amount contributed by the employer to the plan for this plan year | 2016-06-30 | $272,319 |
| 2015 : BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-06-30 | $28,060 |
| Total plan liabilities at beginning of year | 2015-06-30 | $55,786 |
| Total income from all sources | 2015-06-30 | $654,041 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $631,621 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $606,770 |
| Total plan assets at end of year | 2015-06-30 | $5,506,386 |
| Total plan assets at beginning of year | 2015-06-30 | $5,511,692 |
| Value of fidelity bond covering the plan | 2015-06-30 | $500,000 |
| Other income received | 2015-06-30 | $227,118 |
| Net income (gross income less expenses) | 2015-06-30 | $22,420 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $5,478,326 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $5,455,906 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $426,923 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $24,851 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2015-06-30 | $426,923 |
| Amount contributed by the employer to the plan for this plan year | 2015-06-30 | $426,923 |
| 2014 : BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-06-30 | $55,786 |
| Total plan liabilities at beginning of year | 2014-06-30 | $23,960 |
| Total income from all sources | 2014-06-30 | $923,165 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $548,624 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $529,558 |
| Total plan assets at end of year | 2014-06-30 | $5,511,692 |
| Total plan assets at beginning of year | 2014-06-30 | $5,105,325 |
| Value of fidelity bond covering the plan | 2014-06-30 | $500,000 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $17,824 |
| Other income received | 2014-06-30 | $540,806 |
| Net income (gross income less expenses) | 2014-06-30 | $374,541 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $5,455,906 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $5,081,365 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $364,535 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $19,066 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2014-06-30 | $364,535 |
| Amount contributed by the employer to the plan for this plan year | 2014-06-30 | $364,535 |
| 2013 : BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-06-30 | $23,960 |
| Total plan liabilities at beginning of year | 2013-06-30 | $8,717 |
| Total income from all sources | 2013-06-30 | $552,042 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $254,559 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $230,241 |
| Total plan assets at end of year | 2013-06-30 | $5,105,325 |
| Total plan assets at beginning of year | 2013-06-30 | $4,792,599 |
| Value of fidelity bond covering the plan | 2013-06-30 | $500,000 |
| Other income received | 2013-06-30 | $369,172 |
| Net income (gross income less expenses) | 2013-06-30 | $297,483 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $5,081,365 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $4,783,882 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $182,870 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $24,318 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2013-06-30 | $182,870 |
| Amount contributed by the employer to the plan for this plan year | 2013-06-30 | $182,870 |
| 2012 : BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-06-30 | $8,717 |
| Total plan liabilities at beginning of year | 2012-06-30 | $8,878 |
| Total income from all sources | 2012-06-30 | $297,642 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $137,253 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $115,168 |
| Total plan assets at end of year | 2012-06-30 | $4,792,599 |
| Total plan assets at beginning of year | 2012-06-30 | $4,632,371 |
| Other income received | 2012-06-30 | $121,989 |
| Net income (gross income less expenses) | 2012-06-30 | $160,389 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $4,783,882 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $4,623,493 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $175,653 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $22,085 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-06-30 | $175,653 |
| Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $175,653 |
| 2011 : BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-06-30 | $8,878 |
| Total plan liabilities at beginning of year | 2011-06-30 | $4,621 |
| Total income from all sources | 2011-06-30 | $663,840 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $407,673 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $385,397 |
| Total plan assets at end of year | 2011-06-30 | $4,632,371 |
| Total plan assets at beginning of year | 2011-06-30 | $4,371,947 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $22,276 |
| Other income received | 2011-06-30 | $482,257 |
| Net income (gross income less expenses) | 2011-06-30 | $256,167 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $4,623,493 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $4,367,326 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $181,583 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2011-06-30 | $181,583 |
| Amount contributed by the employer to the plan for this plan year | 2011-06-30 | $181,583 |
| 2010 : BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2010-06-30 | $279,121 |
| Amount contributed by the employer to the plan for this plan year | 2010-06-30 | $279,121 |
| 2022: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Multi-employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | Yes |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Multi-employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | Yes |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Multi-employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | Yes |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Multi-employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | Yes |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Multi-employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | Yes |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Multi-employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | Yes |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Multi-employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | Yes |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Multi-employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | Yes |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Multi-employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | Yes |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Multi-employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | Yes |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Multi-employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | Yes |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Multi-employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | Yes |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Multi-employer plan |
| 2010-07-01 | Submission has been amended | No |
| 2010-07-01 | This submission is the final filing | No |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | Yes |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BRICKLAYERS LOCAL NO 21 OF PA PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Multi-employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | Yes |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH3105 |
| Policy instance | 1 |
| Insurance contract or identification number | GH3105 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | 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 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 | GH3105 |
| Policy instance | 1 |
| Insurance contract or identification number | GH3105 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | 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 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 | GH3105 |
| Policy instance | 1 |
| Insurance contract or identification number | GH3105 | | Number of Individuals Covered | 60 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $3,730 | | 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 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 | | Amount paid for insurance broker fees | 3730 | | Additional information about fees paid to insurance broker | TPA PARTNERSHIP PROGRAM | | Insurance broker organization code? | 5 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH3105 |
| Policy instance | 1 |
| Insurance contract or identification number | GH3105 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $3,470 | | 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 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 | | Amount paid for insurance broker fees | 3470 | | Additional information about fees paid to insurance broker | TPA PARTNERSHIP PROGRAM | | Insurance broker organization code? | 5 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH3105 |
| Policy instance | 1 |
| Insurance contract or identification number | GH3105 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $4,069 | | 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 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 | | Amount paid for insurance broker fees | 4069 | | Additional information about fees paid to insurance broker | TPA PARTNERSHIP PROGRAM | | Insurance broker organization code? | 5 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH3105 |
| Policy instance | 1 |
| Insurance contract or identification number | GH3105 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | 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 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 | GH3105 |
| Policy instance | 1 |
| Insurance contract or identification number | GH3105 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | 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 | | Insurance broker organization code? | 3 | | Insurance broker name | POWER KUNKLE GROUP, INC. |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH3105 |
| Policy instance | 1 |
| Insurance contract or identification number | GH3105 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | 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 | | Insurance broker organization code? | 3 | | Insurance broker name | POWER KUNKLE GROUP, INC. |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH3105 |
| Policy instance | 1 |
| Insurance contract or identification number | GH3105 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | 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 | | Insurance broker organization code? | 3 | | Insurance broker name | POWER KUNKLE GROUP, INC. |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH3105 |
| Policy instance | 1 |
| Insurance contract or identification number | GH3105 | | Number of Individuals Covered | 55 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | 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 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH3105 |
| Policy instance | 1 |
| Insurance contract or identification number | GH3105 | | Number of Individuals Covered | 71 | | Insurance policy start date | 2011-06-30 | | Insurance policy end date | 2012-06-29 | | Total amount of commissions paid to insurance broker | USD $5,303 | | 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 |
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| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH3105 |
| Policy instance | 1 |
| Insurance contract or identification number | GH3105 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2010-06-30 | | Insurance policy end date | 2011-06-29 | | Total amount of commissions paid to insurance broker | USD $9,198 | | 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 |
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