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OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 401k Plan overview

Plan NameOFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN
Plan identification number 001

OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

OFFICE & PROFESSIONAL EMPLOYEES LOCAL 98 has sponsored the creation of one or more 401k plans.

Company Name:OFFICE & PROFESSIONAL EMPLOYEES LOCAL 98
Employer identification number (EIN):310627557
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-11-24BRANDON GUTHIER2023-04-27
0012020-11-24BRANDON GUTHIER2022-01-17
0012019-11-24BRANDON GUTHIER2021-01-18
0012018-11-24JAMES HAMMONDS2020-05-04
0012017-11-24JAMES HAMMONDS2019-08-13
0012016-11-24
0012015-11-24JAMES HAMMONDS
0012014-11-24JAMES HAMMONDS
0012013-11-24JAMES HAMMONDS
0012012-11-24RON KING
0012011-11-24RON KING
0012010-11-24RON KING
0012009-11-24RON KING

Plan Statistics for OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN

401k plan membership statisitcs for OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN

Measure Date Value
2021: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-2417
Total number of active participants reported on line 7a of the Form 55002021-11-2413
Number of retired or separated participants receiving benefits2021-11-240
Number of other retired or separated participants entitled to future benefits2021-11-243
Total of all active and inactive participants2021-11-2416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-11-240
Total participants2021-11-2416
Number of participants with account balances2021-11-2416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-11-240
Number of employers contributing to the scheme2021-11-2413
2020: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-2418
Total number of active participants reported on line 7a of the Form 55002020-11-2413
Number of retired or separated participants receiving benefits2020-11-244
Number of other retired or separated participants entitled to future benefits2020-11-240
Total of all active and inactive participants2020-11-2417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-11-240
Total participants2020-11-2417
Number of participants with account balances2020-11-240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-11-240
Number of employers contributing to the scheme2020-11-2413
2019: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-2418
Total number of active participants reported on line 7a of the Form 55002019-11-2413
Number of retired or separated participants receiving benefits2019-11-244
Number of other retired or separated participants entitled to future benefits2019-11-240
Total of all active and inactive participants2019-11-2417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-240
Total participants2019-11-2417
Number of participants with account balances2019-11-2417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-11-240
Number of employers contributing to the scheme2019-11-2413
2018: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-2419
Total number of active participants reported on line 7a of the Form 55002018-11-248
Number of retired or separated participants receiving benefits2018-11-242
Number of other retired or separated participants entitled to future benefits2018-11-248
Total of all active and inactive participants2018-11-2418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-240
Total participants2018-11-2418
Number of participants with account balances2018-11-2418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-240
Number of employers contributing to the scheme2018-11-2421
2017: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-2419
Total number of active participants reported on line 7a of the Form 55002017-11-248
Number of retired or separated participants receiving benefits2017-11-241
Number of other retired or separated participants entitled to future benefits2017-11-2410
Total of all active and inactive participants2017-11-2419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-240
Total participants2017-11-2419
Number of participants with account balances2017-11-2419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-240
Number of employers contributing to the scheme2017-11-2421
2016: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-2418
Total number of active participants reported on line 7a of the Form 55002016-11-249
Number of retired or separated participants receiving benefits2016-11-242
Number of other retired or separated participants entitled to future benefits2016-11-248
Total of all active and inactive participants2016-11-2419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-240
Total participants2016-11-2419
Number of participants with account balances2016-11-2419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-240
Number of employers contributing to the scheme2016-11-2421
2015: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-2421
Total number of active participants reported on line 7a of the Form 55002015-11-249
Number of retired or separated participants receiving benefits2015-11-241
Number of other retired or separated participants entitled to future benefits2015-11-248
Total of all active and inactive participants2015-11-2418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-240
Total participants2015-11-2418
Number of participants with account balances2015-11-2418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-240
Number of employers contributing to the scheme2015-11-2421
2014: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-2424
Total number of active participants reported on line 7a of the Form 55002014-11-2410
Number of other retired or separated participants entitled to future benefits2014-11-2411
Total of all active and inactive participants2014-11-2421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-240
Total participants2014-11-2421
Number of participants with account balances2014-11-2421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-240
2013: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-2425
Total number of active participants reported on line 7a of the Form 55002013-11-2412
Number of retired or separated participants receiving benefits2013-11-240
Number of other retired or separated participants entitled to future benefits2013-11-2412
Total of all active and inactive participants2013-11-2424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-240
Total participants2013-11-2424
Number of participants with account balances2013-11-2424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-240
2012: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-2427
Total number of active participants reported on line 7a of the Form 55002012-11-2412
Number of retired or separated participants receiving benefits2012-11-240
Number of other retired or separated participants entitled to future benefits2012-11-2413
Total of all active and inactive participants2012-11-2425
Total participants2012-11-2425
Number of participants with account balances2012-11-2425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-240
Number of employers contributing to the scheme2012-11-246
2011: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-2429
Total number of active participants reported on line 7a of the Form 55002011-11-2412
Number of retired or separated participants receiving benefits2011-11-240
Number of other retired or separated participants entitled to future benefits2011-11-2415
Total of all active and inactive participants2011-11-2427
Total participants2011-11-2427
Number of participants with account balances2011-11-2427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-240
Number of employers contributing to the scheme2011-11-246
2010: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-2431
Total number of active participants reported on line 7a of the Form 55002010-11-2411
Number of retired or separated participants receiving benefits2010-11-240
Number of other retired or separated participants entitled to future benefits2010-11-2418
Total of all active and inactive participants2010-11-2429
Total participants2010-11-2429
Number of participants with account balances2010-11-2429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-240
Number of employers contributing to the scheme2010-11-246
2009: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-2437
Total number of active participants reported on line 7a of the Form 55002009-11-2411
Number of retired or separated participants receiving benefits2009-11-240
Number of other retired or separated participants entitled to future benefits2009-11-2420
Total of all active and inactive participants2009-11-2431
Total participants2009-11-2431
Number of participants with account balances2009-11-2431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-240
Number of employers contributing to the scheme2009-11-247

Financial Data on OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN

Measure Date Value
2022 : OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2022 401k financial data
Total income from all sources2022-11-23$-363,466
Expenses. Total of all expenses incurred2022-11-23$436,033
Benefits paid (including direct rollovers)2022-11-23$432,736
Total plan assets at end of year2022-11-23$2,077,902
Total plan assets at beginning of year2022-11-23$2,877,401
Value of fidelity bond covering the plan2022-11-23$250,000
Other income received2022-11-23$-410,158
Net income (gross income less expenses)2022-11-23$-799,499
Net plan assets at end of year (total assets less liabilities)2022-11-23$2,077,902
Net plan assets at beginning of year (total assets less liabilities)2022-11-23$2,877,401
Total contributions received or receivable from employer(s)2022-11-23$46,692
Expenses. Administrative service providers (salaries,fees and commissions)2022-11-23$3,297
2021 : OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2021 401k financial data
Total income from all sources2021-11-23$416,714
Expenses. Total of all expenses incurred2021-11-23$7,919
Benefits paid (including direct rollovers)2021-11-23$3,650
Total plan assets at end of year2021-11-23$2,877,401
Total plan assets at beginning of year2021-11-23$2,468,606
Value of fidelity bond covering the plan2021-11-23$200,000
Other income received2021-11-23$367,885
Net income (gross income less expenses)2021-11-23$408,795
Net plan assets at end of year (total assets less liabilities)2021-11-23$2,877,401
Net plan assets at beginning of year (total assets less liabilities)2021-11-23$2,468,606
Total contributions received or receivable from employer(s)2021-11-23$48,829
Expenses. Administrative service providers (salaries,fees and commissions)2021-11-23$4,269
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-11-23$0
Funding deficiency by the employer to the plan for this plan year2021-11-23$0
Minimum employer required contribution for this plan year2021-11-23$48,830
Amount contributed by the employer to the plan for this plan year2021-11-23$48,830
2020 : OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2020 401k financial data
Total income from all sources2020-11-23$450,832
Expenses. Total of all expenses incurred2020-11-23$428,346
Benefits paid (including direct rollovers)2020-11-23$424,393
Total plan assets at end of year2020-11-23$2,468,606
Total plan assets at beginning of year2020-11-23$2,446,120
Value of fidelity bond covering the plan2020-11-23$200,000
Other income received2020-11-23$399,051
Net income (gross income less expenses)2020-11-23$22,486
Net plan assets at end of year (total assets less liabilities)2020-11-23$2,468,606
Net plan assets at beginning of year (total assets less liabilities)2020-11-23$2,446,120
Total contributions received or receivable from employer(s)2020-11-23$51,781
Value of certain deemed distributions of participant loans2020-11-23$3,953
2019 : OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2019 401k financial data
Total income from all sources2019-11-23$380,482
Expenses. Total of all expenses incurred2019-11-23$43,793
Benefits paid (including direct rollovers)2019-11-23$40,226
Total plan assets at end of year2019-11-23$2,446,120
Total plan assets at beginning of year2019-11-23$2,109,431
Value of fidelity bond covering the plan2019-11-23$200,000
Other income received2019-11-23$328,411
Net income (gross income less expenses)2019-11-23$336,689
Net plan assets at end of year (total assets less liabilities)2019-11-23$2,446,120
Net plan assets at beginning of year (total assets less liabilities)2019-11-23$2,109,431
Total contributions received or receivable from employer(s)2019-11-23$52,071
Expenses. Administrative service providers (salaries,fees and commissions)2019-11-23$3,567
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-23$0
Funding deficiency by the employer to the plan for this plan year2019-11-23$0
Minimum employer required contribution for this plan year2019-11-23$52,071
Amount contributed by the employer to the plan for this plan year2019-11-23$52,071
2018 : OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-23$0
Funding deficiency by the employer to the plan for this plan year2018-11-23$0
Minimum employer required contribution for this plan year2018-11-23$45,991
Amount contributed by the employer to the plan for this plan year2018-11-23$45,991
2017 : OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2017 401k financial data
Total income from all sources2017-11-23$376,816
Expenses. Total of all expenses incurred2017-11-23$23,555
Benefits paid (including direct rollovers)2017-11-23$20,471
Total plan assets at end of year2017-11-23$2,057,161
Total plan assets at beginning of year2017-11-23$1,703,900
Value of fidelity bond covering the plan2017-11-23$200,000
Other income received2017-11-23$333,497
Net income (gross income less expenses)2017-11-23$353,261
Net plan assets at end of year (total assets less liabilities)2017-11-23$2,057,161
Net plan assets at beginning of year (total assets less liabilities)2017-11-23$1,703,900
Total contributions received or receivable from employer(s)2017-11-23$43,319
Expenses. Administrative service providers (salaries,fees and commissions)2017-11-23$3,084
2016 : OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2016 401k financial data
Total income from all sources2016-11-23$192,520
Expenses. Total of all expenses incurred2016-11-23$458,475
Benefits paid (including direct rollovers)2016-11-23$455,317
Total plan assets at end of year2016-11-23$1,703,900
Total plan assets at beginning of year2016-11-23$1,969,855
Value of fidelity bond covering the plan2016-11-23$200,000
Other income received2016-11-23$126,257
Net income (gross income less expenses)2016-11-23$-265,955
Net plan assets at end of year (total assets less liabilities)2016-11-23$1,703,900
Net plan assets at beginning of year (total assets less liabilities)2016-11-23$1,969,855
Total contributions received or receivable from employer(s)2016-11-23$66,263
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-23$3,158
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-23$0
Funding deficiency by the employer to the plan for this plan year2016-11-23$0
Minimum employer required contribution for this plan year2016-11-23$66,263
Amount contributed by the employer to the plan for this plan year2016-11-23$66,263
2015 : OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2015 401k financial data
Total income from all sources2015-11-23$127,557
Expenses. Total of all expenses incurred2015-11-23$637,932
Benefits paid (including direct rollovers)2015-11-23$633,638
Total plan assets at end of year2015-11-23$1,969,855
Total plan assets at beginning of year2015-11-23$2,480,230
Value of fidelity bond covering the plan2015-11-23$200,000
Other income received2015-11-23$69,621
Net income (gross income less expenses)2015-11-23$-510,375
Net plan assets at end of year (total assets less liabilities)2015-11-23$1,969,855
Net plan assets at beginning of year (total assets less liabilities)2015-11-23$2,480,230
Total contributions received or receivable from employer(s)2015-11-23$57,936
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-23$4,294
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-23$0
Funding deficiency by the employer to the plan for this plan year2015-11-23$0
Minimum employer required contribution for this plan year2015-11-23$57,936
Amount contributed by the employer to the plan for this plan year2015-11-23$57,936
2014 : OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2014 401k financial data
Total income from all sources2014-11-23$285,833
Expenses. Total of all expenses incurred2014-11-23$46,091
Benefits paid (including direct rollovers)2014-11-23$42,457
Total plan assets at end of year2014-11-23$2,480,230
Total plan assets at beginning of year2014-11-23$2,240,488
Value of fidelity bond covering the plan2014-11-23$200,000
Other income received2014-11-23$219,015
Net income (gross income less expenses)2014-11-23$239,742
Net plan assets at end of year (total assets less liabilities)2014-11-23$2,480,230
Net plan assets at beginning of year (total assets less liabilities)2014-11-23$2,240,488
Total contributions received or receivable from employer(s)2014-11-23$66,818
Expenses. Administrative service providers (salaries,fees and commissions)2014-11-23$3,634
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-23$0
Funding deficiency by the employer to the plan for this plan year2014-11-23$0
Minimum employer required contribution for this plan year2014-11-23$66,818
Amount contributed by the employer to the plan for this plan year2014-11-23$66,818
2013 : OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2013 401k financial data
Total income from all sources2013-11-23$460,069
Expenses. Total of all expenses incurred2013-11-23$5,752
Benefits paid (including direct rollovers)2013-11-23$1,505
Total plan assets at end of year2013-11-23$2,240,539
Total plan assets at beginning of year2013-11-23$1,786,222
Value of fidelity bond covering the plan2013-11-23$200,000
Expenses. Other expenses not covered elsewhere2013-11-23$4,247
Other income received2013-11-23$386,930
Net income (gross income less expenses)2013-11-23$454,317
Net plan assets at end of year (total assets less liabilities)2013-11-23$2,240,539
Net plan assets at beginning of year (total assets less liabilities)2013-11-23$1,786,222
Total contributions received or receivable from employer(s)2013-11-23$73,139
2012 : OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2012 401k financial data
Total income from all sources2012-11-23$254,237
Expenses. Total of all expenses incurred2012-11-23$10,839
Benefits paid (including direct rollovers)2012-11-23$7,161
Total plan assets at end of year2012-11-23$1,786,222
Total plan assets at beginning of year2012-11-23$1,542,824
Value of fidelity bond covering the plan2012-11-23$200,000
Expenses. Other expenses not covered elsewhere2012-11-23$3,678
Other income received2012-11-23$175,116
Net income (gross income less expenses)2012-11-23$243,398
Net plan assets at end of year (total assets less liabilities)2012-11-23$1,786,222
Net plan assets at beginning of year (total assets less liabilities)2012-11-23$1,542,824
Total contributions received or receivable from employer(s)2012-11-23$79,121
2011 : OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2011 401k financial data
Total income from all sources2011-11-23$49,522
Expenses. Total of all expenses incurred2011-11-23$302,264
Benefits paid (including direct rollovers)2011-11-23$298,702
Total plan assets at end of year2011-11-23$1,542,824
Total plan assets at beginning of year2011-11-23$1,795,566
Value of fidelity bond covering the plan2011-11-23$200,000
Expenses. Other expenses not covered elsewhere2011-11-23$3,562
Other income received2011-11-23$-30,884
Net income (gross income less expenses)2011-11-23$-252,742
Net plan assets at end of year (total assets less liabilities)2011-11-23$1,542,824
Net plan assets at beginning of year (total assets less liabilities)2011-11-23$1,795,566
Total contributions received or receivable from employer(s)2011-11-23$80,406
Expenses. Administrative service providers (salaries,fees and commissions)2011-11-23$0

Form 5500 Responses for OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN

2021: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2021 form 5500 responses
2021-11-24Type of plan entityMulti-employer plan
2021-11-24Submission has been amendedNo
2021-11-24This submission is the final filingNo
2021-11-24This return/report is a short plan year return/report (less than 12 months)No
2021-11-24Plan is a collectively bargained planYes
2021-11-24Plan funding arrangement – InsuranceYes
2021-11-24Plan funding arrangement – TrustYes
2021-11-24Plan benefit arrangement – InsuranceYes
2021-11-24Plan benefit arrangement - TrustYes
2020: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2020 form 5500 responses
2020-11-24Type of plan entityMulti-employer plan
2020-11-24Submission has been amendedNo
2020-11-24This submission is the final filingNo
2020-11-24This return/report is a short plan year return/report (less than 12 months)No
2020-11-24Plan is a collectively bargained planYes
2020-11-24Plan funding arrangement – InsuranceYes
2020-11-24Plan funding arrangement – TrustYes
2020-11-24Plan benefit arrangement – InsuranceYes
2020-11-24Plan benefit arrangement - TrustYes
2019: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2019 form 5500 responses
2019-11-24Type of plan entityMulti-employer plan
2019-11-24Submission has been amendedNo
2019-11-24This submission is the final filingNo
2019-11-24This return/report is a short plan year return/report (less than 12 months)No
2019-11-24Plan is a collectively bargained planYes
2019-11-24Plan funding arrangement – InsuranceYes
2019-11-24Plan funding arrangement – TrustYes
2019-11-24Plan benefit arrangement – InsuranceYes
2019-11-24Plan benefit arrangement - TrustYes
2018: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2018 form 5500 responses
2018-11-24Type of plan entityMulti-employer plan
2018-11-24Submission has been amendedNo
2018-11-24This submission is the final filingNo
2018-11-24This return/report is a short plan year return/report (less than 12 months)No
2018-11-24Plan is a collectively bargained planYes
2018-11-24Plan funding arrangement – InsuranceYes
2018-11-24Plan funding arrangement – TrustYes
2018-11-24Plan benefit arrangement – InsuranceYes
2018-11-24Plan benefit arrangement - TrustYes
2017: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2017 form 5500 responses
2017-11-24Type of plan entityMulti-employer plan
2017-11-24Submission has been amendedNo
2017-11-24This submission is the final filingNo
2017-11-24This return/report is a short plan year return/report (less than 12 months)No
2017-11-24Plan is a collectively bargained planYes
2017-11-24Plan funding arrangement – InsuranceYes
2017-11-24Plan funding arrangement – TrustYes
2017-11-24Plan benefit arrangement – InsuranceYes
2017-11-24Plan benefit arrangement - TrustYes
2016: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2016 form 5500 responses
2016-11-24Type of plan entityMulti-employer plan
2016-11-24Submission has been amendedNo
2016-11-24This submission is the final filingNo
2016-11-24This return/report is a short plan year return/report (less than 12 months)No
2016-11-24Plan is a collectively bargained planYes
2016-11-24Plan funding arrangement – InsuranceYes
2016-11-24Plan funding arrangement – TrustYes
2016-11-24Plan benefit arrangement – InsuranceYes
2016-11-24Plan benefit arrangement - TrustYes
2015: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2015 form 5500 responses
2015-11-24Type of plan entityMulti-employer plan
2015-11-24Submission has been amendedNo
2015-11-24This submission is the final filingNo
2015-11-24This return/report is a short plan year return/report (less than 12 months)No
2015-11-24Plan is a collectively bargained planYes
2015-11-24Plan funding arrangement – InsuranceYes
2015-11-24Plan funding arrangement – TrustYes
2015-11-24Plan benefit arrangement – InsuranceYes
2015-11-24Plan benefit arrangement - TrustYes
2014: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2014 form 5500 responses
2014-11-24Type of plan entityMulti-employer plan
2014-11-24Submission has been amendedNo
2014-11-24This submission is the final filingNo
2014-11-24This return/report is a short plan year return/report (less than 12 months)No
2014-11-24Plan is a collectively bargained planNo
2014-11-24Plan funding arrangement – InsuranceYes
2014-11-24Plan funding arrangement – TrustYes
2014-11-24Plan benefit arrangement – InsuranceYes
2014-11-24Plan benefit arrangement - TrustYes
2013: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2013 form 5500 responses
2013-11-24Type of plan entityMulti-employer plan
2013-11-24Submission has been amendedNo
2013-11-24This submission is the final filingNo
2013-11-24This return/report is a short plan year return/report (less than 12 months)No
2013-11-24Plan is a collectively bargained planNo
2013-11-24Plan funding arrangement – InsuranceYes
2013-11-24Plan funding arrangement – TrustYes
2013-11-24Plan benefit arrangement – InsuranceYes
2013-11-24Plan benefit arrangement - TrustYes
2012: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2012 form 5500 responses
2012-11-24Type of plan entityMulti-employer plan
2012-11-24Submission has been amendedNo
2012-11-24This submission is the final filingNo
2012-11-24This return/report is a short plan year return/report (less than 12 months)No
2012-11-24Plan is a collectively bargained planYes
2012-11-24Plan funding arrangement – InsuranceYes
2012-11-24Plan benefit arrangement – InsuranceYes
2011: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2011 form 5500 responses
2011-11-24Type of plan entityMulti-employer plan
2011-11-24Submission has been amendedNo
2011-11-24This submission is the final filingNo
2011-11-24This return/report is a short plan year return/report (less than 12 months)No
2011-11-24Plan is a collectively bargained planYes
2011-11-24Plan funding arrangement – InsuranceYes
2011-11-24Plan benefit arrangement – InsuranceYes
2010: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2010 form 5500 responses
2010-11-24Type of plan entityMulti-employer plan
2010-11-24Submission has been amendedNo
2010-11-24This submission is the final filingNo
2010-11-24This return/report is a short plan year return/report (less than 12 months)No
2010-11-24Plan is a collectively bargained planYes
2010-11-24Plan funding arrangement – InsuranceYes
2010-11-24Plan benefit arrangement – InsuranceYes
2009: OFFICE AND PROFESSIONAL EMPLOYEES LOCAL 98 PENSION PLAN 2009 form 5500 responses
2009-11-24Type of plan entityMulti-employer plan
2009-11-24Submission has been amendedNo
2009-11-24This submission is the final filingNo
2009-11-24This return/report is a short plan year return/report (less than 12 months)No
2009-11-24Plan is a collectively bargained planYes
2009-11-24Plan funding arrangement – InsuranceYes
2009-11-24Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62315
Policy instance 1
Insurance contract or identification number62315
Number of Individuals Covered16
Insurance policy start date2021-11-24
Insurance policy end date2022-11-23
Total amount of commissions paid to insurance brokerUSD $4,428
Total amount of fees paid to insurance companyUSD $75
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,319
Insurance broker organization code?5
Amount paid for insurance broker fees75
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62315
Policy instance 1
Insurance contract or identification number62315
Number of Individuals Covered17
Insurance policy start date2020-11-24
Insurance policy end date2021-11-23
Total amount of commissions paid to insurance brokerUSD $5,416
Total amount of fees paid to insurance companyUSD $150
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $4,063
Insurance broker organization code?3
Amount paid for insurance broker fees150
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62315
Policy instance 1
Insurance contract or identification number62315
Number of Individuals Covered17
Insurance policy start date2019-11-24
Insurance policy end date2020-11-23
Total amount of commissions paid to insurance brokerUSD $4,501
Total amount of fees paid to insurance companyUSD $300
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,340
Insurance broker organization code?3
Amount paid for insurance broker fees300
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62315
Policy instance 1
Insurance contract or identification number62315
Number of Individuals Covered18
Insurance policy start date2018-11-24
Insurance policy end date2019-11-23
Total amount of commissions paid to insurance brokerUSD $4,592
Total amount of fees paid to insurance companyUSD $150
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,412
Insurance broker organization code?3
Amount paid for insurance broker fees150
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number62315
Policy instance 1
Insurance contract or identification number62315
Number of Individuals Covered19
Insurance policy start date2017-11-24
Insurance policy end date2018-11-23
Total amount of commissions paid to insurance brokerUSD $4,610
Total amount of fees paid to insurance companyUSD $75
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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