401k Plan data: U.A. LOCAL 782 ANNUITY PLAN plan

U.A. LOCAL 782 ANNUITY PLAN 401k Plan overview

Plan Name	U.A. LOCAL 782 ANNUITY PLAN
Plan identification number	002

U.A. LOCAL 782 ANNUITY PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

BOARD OF TRUSTEES OF U A LOCAL 782 ANNUITY PLAN has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF U A LOCAL 782 ANNUITY PLAN

Employer identification number (EIN): 352316436

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.A. LOCAL 782 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 KENNETH SELLERS
002 2011-01-01 KENNETH SELLERS
002 2010-01-01 KENNETH SELLERS
002 2009-01-01 KENNETH SELLERS

Plan id#	Filing Submission Date	Name of Administrator
002	2012-01-01	KENNETH SELLERS
002	2011-01-01	KENNETH SELLERS
002	2010-01-01	KENNETH SELLERS
002	2009-01-01	KENNETH SELLERS

Plan Statistics for U.A. LOCAL 782 ANNUITY PLAN

401k plan membership statisitcs for U.A. LOCAL 782 ANNUITY PLAN

Measure Date Value
2012: U.A. LOCAL 782 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 308
Total of all active and inactive participants 2012-01-01 0
Total participants 2012-01-01 0
Number of employers contributing to the scheme 2012-01-01 24
2011: U.A. LOCAL 782 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 339
Number of other retired or separated participants entitled to future benefits 2011-01-01 16
Total of all active and inactive participants 2011-01-01 355
Total participants 2011-01-01 355
Number of participants with account balances 2011-01-01 308
Number of employers contributing to the scheme 2011-01-01 24
2010: U.A. LOCAL 782 ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 83
Number of other retired or separated participants entitled to future benefits 2010-01-01 36
Total of all active and inactive participants 2010-01-01 119
Total participants 2010-01-01 119
Number of participants with account balances 2010-01-01 119
Number of employers contributing to the scheme 2010-01-01 17
2009: U.A. LOCAL 782 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 123
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 130
Number of employers contributing to the scheme 2009-01-01 27

Measure	Date	Value
2012: U.A. LOCAL 782 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	308
Total of all active and inactive participants	2012-01-01	0
Total participants	2012-01-01	0
Number of employers contributing to the scheme	2012-01-01	24
2011: U.A. LOCAL 782 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	339
Number of other retired or separated participants entitled to future benefits	2011-01-01	16
Total of all active and inactive participants	2011-01-01	355
Total participants	2011-01-01	355
Number of participants with account balances	2011-01-01	308
Number of employers contributing to the scheme	2011-01-01	24
2010: U.A. LOCAL 782 ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	83
Number of other retired or separated participants entitled to future benefits	2010-01-01	36
Total of all active and inactive participants	2010-01-01	119
Total participants	2010-01-01	119
Number of participants with account balances	2010-01-01	119
Number of employers contributing to the scheme	2010-01-01	17
2009: U.A. LOCAL 782 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	123
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	130
Number of employers contributing to the scheme	2009-01-01	27

Financial Data on U.A. LOCAL 782 ANNUITY PLAN

Measure	Date	Value
2012 : U.A. LOCAL 782 ANNUITY PLAN 2012 401k financial data
Total transfer of assets from this plan	2012-12-03	$757,220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-03	$55,167
Total income from all sources (including contributions)	2012-12-03	$136,917
Total of all expenses incurred	2012-12-03	$74,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-03	$32,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-03	$66,504
Value of total assets at end of year	2012-12-03	$0
Value of total assets at beginning of year	2012-12-03	$750,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-03	$42,765
Total interest from all sources	2012-12-03	$22
Total dividends received (eg from common stock, registered investment company shares)	2012-12-03	$2,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-03	Yes
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-03	$2,962
Administrative expenses professional fees incurred	2012-12-03	$24,054
Was this plan covered by a fidelity bond	2012-12-03	Yes
Value of fidelity bond cover	2012-12-03	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-03	No
Administrative expenses (other) incurred	2012-12-03	$268
Liabilities. Value of operating payables at beginning of year	2012-12-03	$55,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-03	No
Value of net income/loss	2012-12-03	$62,026
Value of net assets at beginning of year (total assets less liabilities)	2012-12-03	$695,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-03	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-03	No
Were any leases to which the plan was party in default or uncollectible	2012-12-03	No
Investment advisory and management fees	2012-12-03	$12,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-03	$689,533
Value of interest in common/collective trusts at end of year	2012-12-03	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-03	$33,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-03	$33,963
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-03	$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-03	$67,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-03	No
Was there a failure to transmit to the plan any participant contributions	2012-12-03	No
Has the plan failed to provide any benefit when due under the plan	2012-12-03	No
Contributions received in cash from employer	2012-12-03	$66,504
Employer contributions (assets) at beginning of year	2012-12-03	$26,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-03	$32,126
Contract administrator fees	2012-12-03	$6,242
Did the plan have assets held for investment	2012-12-03	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-03	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-03	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-03	No
Opinion of an independent qualified public accountant for this plan	2012-12-03	Unqualified
Accountancy firm name	2012-12-03	HAGGERTY & HAGGERTY P A
Accountancy firm EIN	2012-12-03	510255384
2011 : U.A. LOCAL 782 ANNUITY PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$55,167
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$55,449
Total income from all sources (including contributions)	2011-12-31	$423,605
Total of all expenses incurred	2011-12-31	$67,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$30,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$428,322
Value of total assets at end of year	2011-12-31	$750,361
Value of total assets at beginning of year	2011-12-31	$395,027
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$37,129
Total interest from all sources	2011-12-31	$197
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$55,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$55,806
Administrative expenses professional fees incurred	2011-12-31	$23,659
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$463
Other income not declared elsewhere	2011-12-31	$485
Administrative expenses (other) incurred	2011-12-31	$70
Liabilities. Value of operating payables at end of year	2011-12-31	$55,167
Liabilities. Value of operating payables at beginning of year	2011-12-31	$55,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$355,616
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$695,194
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$339,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$7,400
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$689,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$354,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$33,963
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$25,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$25,357
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$197
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-61,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$427,859
Employer contributions (assets) at end of year	2011-12-31	$26,865
Employer contributions (assets) at beginning of year	2011-12-31	$15,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$30,860
Contract administrator fees	2011-12-31	$6,000
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	HAGGERTY & HAGGERTY P A
Accountancy firm EIN	2011-12-31	510255384
2010 : U.A. LOCAL 782 ANNUITY PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$55,449
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$49,498
Total income from all sources (including contributions)	2010-12-31	$173,722
Total of all expenses incurred	2010-12-31	$61,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$30,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$132,757
Value of total assets at end of year	2010-12-31	$395,027
Value of total assets at beginning of year	2010-12-31	$276,777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$30,908
Total interest from all sources	2010-12-31	$56
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$13,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$13,852
Administrative expenses professional fees incurred	2010-12-31	$16,826
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$20,478
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$3,974
Other income not declared elsewhere	2010-12-31	$1,652
Liabilities. Value of operating payables at end of year	2010-12-31	$55,449
Liabilities. Value of operating payables at beginning of year	2010-12-31	$49,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$112,299
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$339,578
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$227,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$8,082
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$354,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$140,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$25,357
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$117,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$117,252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$56
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$25,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$112,279
Employer contributions (assets) at end of year	2010-12-31	$15,063
Employer contributions (assets) at beginning of year	2010-12-31	$14,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$30,515
Contract administrator fees	2010-12-31	$6,000
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	HAGGERTY & HAGGERTY P A
Accountancy firm EIN	2010-12-31	510255384

Form 5500 Responses for U.A. LOCAL 782 ANNUITY PLAN

2012: U.A. LOCAL 782 ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: U.A. LOCAL 782 ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: U.A. LOCAL 782 ANNUITY PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: U.A. LOCAL 782 ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BOARD OF TRUSTEES OF U A LOCAL 782 ANNUITY PLAN
Employer identification number (EIN):	352316436
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds