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LOCAL NO. 171 PENSION PLAN 401k Plan overview

Plan NameLOCAL NO. 171 PENSION PLAN
Plan identification number 001

LOCAL NO. 171 PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

LOCAL NO. 171 PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:LOCAL NO. 171 PENSION FUND
Employer identification number (EIN):376155648
NAIC Classification:812320
NAIC Description:Drycleaning and Laundry Services (except Coin-Operated)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL NO. 171 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012018-10-01
0012017-10-01
0012016-10-01MARGE MUSGRAVE
0012015-10-01MARGE MUSGRAVE
0012014-10-01MARGE MUSGRAVE
0012014-10-01MARGE MUSGRAVE
0012013-10-01MARGE MUSGRAVE
0012012-10-01MARGE MUSGRAVE
0012011-10-01MARGE MUSGRAVE
0012009-10-01MARGE MUSGRAVE
0012009-10-01MARGE MUSGRAVE
0012008-10-01

Plan Statistics for LOCAL NO. 171 PENSION PLAN

401k plan membership statisitcs for LOCAL NO. 171 PENSION PLAN

Measure Date Value
2021: LOCAL NO. 171 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01270
Total number of active participants reported on line 7a of the Form 55002021-10-010
Number of retired or separated participants receiving benefits2021-10-01127
Number of other retired or separated participants entitled to future benefits2021-10-01131
Total of all active and inactive participants2021-10-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-018
Total participants2021-10-01266
Number of employers contributing to the scheme2021-10-010
2020: LOCAL NO. 171 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01277
Total number of active participants reported on line 7a of the Form 55002020-10-010
Number of retired or separated participants receiving benefits2020-10-01122
Number of other retired or separated participants entitled to future benefits2020-10-01140
Total of all active and inactive participants2020-10-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-018
Total participants2020-10-01270
Number of employers contributing to the scheme2020-10-010
Current value of assets2020-09-303,860,607
Acturial value of assets for funding standard account2020-09-303,860,607
Accrued liability for plan using immediate gains methods2020-09-307,930,809
Unfunded liability for methods with bases using spread gains methods2020-09-300
Accrued liabiliy under entry age normal method2020-09-300
Normal cost under entry age normal method2020-09-300
Accrued liability under unit credit cost method2020-09-307,930,809
RPA 94 current liability2020-09-3011,668,289
Expected increase in current liability due to benefits accruing during the plan year2020-09-301,652
Expected release from RPA 94 current liability for plan year2020-09-30452,101
Expected plan disbursements for the plan year2020-09-30574,360
Current value of assets2020-09-303,860,607
Number of retired participants and beneficiaries receiving payment2020-09-30122
Current liability for retired participants and beneficiaries receiving payment2020-09-305,134,887
Number of terminated vested participants2020-09-30155
Current liability for terminated vested participants2020-09-306,441,394
Current liability for active participants non vested benefits2020-09-300
Current liability for active participants vested benefits2020-09-3092,008
Total number of active articipats2020-09-301
Current liability for active participants2020-09-3092,008
Total participant count with liabilities2020-09-30278
Total current liabilitoes for participants with libailities2020-09-3011,668,289
Total employer contributions in plan year2020-09-3063,897
Total employee contributions in plan year2020-09-300
Prior year funding deficiency2020-09-301,506,992
Employer’s normal cost for plan year as of valuation date2020-09-30115,396
Prior year credit balance2020-09-300
Amortization credits as of valuation date2020-09-3043,026
2019: LOCAL NO. 171 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01278
Total number of active participants reported on line 7a of the Form 55002019-10-010
Number of retired or separated participants receiving benefits2019-10-01121
Number of other retired or separated participants entitled to future benefits2019-10-01147
Total of all active and inactive participants2019-10-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-019
Total participants2019-10-01277
Number of employers contributing to the scheme2019-10-011
Current value of assets2019-09-304,093,366
Acturial value of assets for funding standard account2019-09-304,093,366
Accrued liability for plan using immediate gains methods2019-09-307,764,509
Unfunded liability for methods with bases using spread gains methods2019-09-300
Accrued liabiliy under entry age normal method2019-09-300
Normal cost under entry age normal method2019-09-300
Accrued liability under unit credit cost method2019-09-307,764,509
RPA 94 current liability2019-09-3011,100,641
Expected increase in current liability due to benefits accruing during the plan year2019-09-3025,478
Expected release from RPA 94 current liability for plan year2019-09-30400,274
Expected plan disbursements for the plan year2019-09-30495,450
Current value of assets2019-09-304,093,366
Number of retired participants and beneficiaries receiving payment2019-09-30111
Current liability for retired participants and beneficiaries receiving payment2019-09-304,043,729
Number of terminated vested participants2019-09-30144
Current liability for terminated vested participants2019-09-305,475,891
Current liability for active participants non vested benefits2019-09-3010,200
Current liability for active participants vested benefits2019-09-301,570,821
Total number of active articipats2019-09-3031
Current liability for active participants2019-09-301,581,021
Total participant count with liabilities2019-09-30286
Total current liabilitoes for participants with libailities2019-09-3011,100,641
Total employer contributions in plan year2019-09-30131,629
Total employee contributions in plan year2019-09-300
Prior year funding deficiency2019-09-301,088,552
Employer’s normal cost for plan year as of valuation date2019-09-30102,733
Prior year credit balance2019-09-300
Amortization credits as of valuation date2019-09-3043,026
2018: LOCAL NO. 171 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01286
Total number of active participants reported on line 7a of the Form 55002018-10-012
Number of retired or separated participants receiving benefits2018-10-01114
Number of other retired or separated participants entitled to future benefits2018-10-01155
Total of all active and inactive participants2018-10-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-017
Total participants2018-10-01278
Number of employers contributing to the scheme2018-10-014
Current value of assets2018-09-304,282,568
Acturial value of assets for funding standard account2018-09-304,282,568
Accrued liability for plan using immediate gains methods2018-09-307,674,066
Unfunded liability for methods with bases using spread gains methods2018-09-300
Accrued liabiliy under entry age normal method2018-09-300
Normal cost under entry age normal method2018-09-300
Accrued liability under unit credit cost method2018-09-307,674,066
RPA 94 current liability2018-09-3011,132,999
Expected increase in current liability due to benefits accruing during the plan year2018-09-3071,024
Expected release from RPA 94 current liability for plan year2018-09-30388,385
Expected plan disbursements for the plan year2018-09-30510,764
Current value of assets2018-09-304,282,568
Number of retired participants and beneficiaries receiving payment2018-09-30108
Current liability for retired participants and beneficiaries receiving payment2018-09-304,066,961
Number of terminated vested participants2018-09-30114
Current liability for terminated vested participants2018-09-303,150,148
Current liability for active participants non vested benefits2018-09-3043,076
Current liability for active participants vested benefits2018-09-303,872,814
Total number of active articipats2018-09-3083
Current liability for active participants2018-09-303,915,890
Total participant count with liabilities2018-09-30305
Total current liabilitoes for participants with libailities2018-09-3011,132,999
Total employer contributions in plan year2018-09-3084,397
Total employee contributions in plan year2018-09-300
Prior year funding deficiency2018-09-30572,096
Employer’s normal cost for plan year as of valuation date2018-09-30156,080
Prior year credit balance2018-09-300
Amortization credits as of valuation date2018-09-3043,026
2017: LOCAL NO. 171 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01305
Total number of active participants reported on line 7a of the Form 55002017-10-0132
Number of retired or separated participants receiving benefits2017-10-01104
Number of other retired or separated participants entitled to future benefits2017-10-01144
Total of all active and inactive participants2017-10-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-016
Total participants2017-10-01286
Number of participants with account balances2017-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Number of employers contributing to the scheme2017-10-014
Current value of assets2017-09-304,404,426
Acturial value of assets for funding standard account2017-09-304,404,426
Accrued liability for plan using immediate gains methods2017-09-307,521,054
Unfunded liability for methods with bases using spread gains methods2017-09-300
Accrued liabiliy under entry age normal method2017-09-300
Normal cost under entry age normal method2017-09-300
Accrued liability under unit credit cost method2017-09-307,521,054
RPA 94 current liability2017-09-3010,853,406
Expected increase in current liability due to benefits accruing during the plan year2017-09-30119,111
Expected release from RPA 94 current liability for plan year2017-09-30376,537
Expected plan disbursements for the plan year2017-09-30476,338
Current value of assets2017-09-304,404,426
Number of retired participants and beneficiaries receiving payment2017-09-30110
Current liability for retired participants and beneficiaries receiving payment2017-09-303,951,625
Number of terminated vested participants2017-09-30111
Current liability for terminated vested participants2017-09-302,929,266
Current liability for active participants non vested benefits2017-09-3052,969
Current liability for active participants vested benefits2017-09-303,919,546
Total number of active articipats2017-09-3085
Current liability for active participants2017-09-303,972,515
Total participant count with liabilities2017-09-30306
Total current liabilitoes for participants with libailities2017-09-3010,853,406
Total employer contributions in plan year2017-09-30136,803
Prior year funding deficiency2017-09-30155,881
Employer’s normal cost for plan year as of valuation date2017-09-30163,036
Amortization credits as of valuation date2017-09-30107,933
2016: LOCAL NO. 171 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01306
Total number of active participants reported on line 7a of the Form 55002016-10-0184
Number of retired or separated participants receiving benefits2016-10-01100
Number of other retired or separated participants entitled to future benefits2016-10-01114
Total of all active and inactive participants2016-10-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-017
Total participants2016-10-01305
Number of employers contributing to the scheme2016-10-010
Current value of assets2016-09-304,511,778
Acturial value of assets for funding standard account2016-09-304,511,778
Accrued liability for plan using immediate gains methods2016-09-307,403,402
Accrued liability under unit credit cost method2016-09-307,403,402
RPA 94 current liability2016-09-3010,373,896
Expected increase in current liability due to benefits accruing during the plan year2016-09-30121,767
Expected release from RPA 94 current liability for plan year2016-09-30342,322
Expected plan disbursements for the plan year2016-09-30347,924
Current value of assets2016-09-304,511,778
Number of retired participants and beneficiaries receiving payment2016-09-30109
Current liability for retired participants and beneficiaries receiving payment2016-09-303,806,888
Number of terminated vested participants2016-09-30112
Current liability for terminated vested participants2016-09-302,748,479
Current liability for active participants non vested benefits2016-09-3033,770
Current liability for active participants vested benefits2016-09-303,784,759
Total number of active articipats2016-09-3089
Current liability for active participants2016-09-303,818,529
Total participant count with liabilities2016-09-30310
Total current liabilitoes for participants with libailities2016-09-3010,373,896
Total employer contributions in plan year2016-09-30139,248
Employer’s normal cost for plan year as of valuation date2016-09-30175,088
Prior year credit balance2016-09-30199,012
Amortization credits as of valuation date2016-09-30155,522
2015: LOCAL NO. 171 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01309
Total number of active participants reported on line 7a of the Form 55002015-10-0186
Number of retired or separated participants receiving benefits2015-10-01102
Number of other retired or separated participants entitled to future benefits2015-10-01111
Total of all active and inactive participants2015-10-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-017
Total participants2015-10-01306
Number of employers contributing to the scheme2015-10-015
Current value of assets2015-09-304,609,963
Total current liabilitoes for participants with libailities2015-09-300
Current value of assets2015-09-304,609,963
Acturial value of assets for funding standard account2015-09-304,609,963
Accrued liability for plan using immediate gains methods2015-09-307,345,677
Accrued liability under unit credit cost method2015-09-307,345,677
RPA 94 current liability2015-09-309,922,371
Expected increase in current liability due to benefits accruing during the plan year2015-09-30116,402
Expected release from RPA 94 current liability for plan year2015-09-30327,619
Expected plan disbursements for the plan year2015-09-30406,368
Number of retired participants and beneficiaries receiving payment2015-09-30105
Current liability for retired participants and beneficiaries receiving payment2015-09-303,542,125
Number of terminated vested participants2015-09-30114
Current liability for terminated vested participants2015-09-302,499,887
Current liability for active participants non vested benefits2015-09-3018,757
Current liability for active participants vested benefits2015-09-303,861,602
Total number of active articipats2015-09-3094
Current liability for active participants2015-09-303,880,359
Total participant count with liabilities2015-09-30313
Total employer contributions in plan year2015-09-30141,841
Employer’s normal cost for plan year as of valuation date2015-09-30157,846
Prior year credit balance2015-09-30521,459
Amortization credits as of valuation date2015-09-30155,383
2014: LOCAL NO. 171 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01314
Total number of active participants reported on line 7a of the Form 55002014-10-0189
Number of retired or separated participants receiving benefits2014-10-01101
Number of other retired or separated participants entitled to future benefits2014-10-01112
Total of all active and inactive participants2014-10-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-017
Total participants2014-10-01309
Number of employers contributing to the scheme2014-10-015
Current value of assets2014-09-304,687,406
Total current liabilitoes for participants with libailities2014-09-300
2013: LOCAL NO. 171 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01312
Total number of active participants reported on line 7a of the Form 55002013-10-0195
Number of retired or separated participants receiving benefits2013-10-01100
Number of other retired or separated participants entitled to future benefits2013-10-01115
Total of all active and inactive participants2013-10-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-014
Total participants2013-10-01314
Number of employers contributing to the scheme2013-10-015
2012: LOCAL NO. 171 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01318
Total number of active participants reported on line 7a of the Form 55002012-10-0191
Number of retired or separated participants receiving benefits2012-10-01101
Number of other retired or separated participants entitled to future benefits2012-10-01116
Total of all active and inactive participants2012-10-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-014
Total participants2012-10-01312
Number of employers contributing to the scheme2012-10-015
2011: LOCAL NO. 171 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01320
Total number of active participants reported on line 7a of the Form 55002011-10-0195
Number of retired or separated participants receiving benefits2011-10-0196
Number of other retired or separated participants entitled to future benefits2011-10-01123
Total of all active and inactive participants2011-10-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-014
Total participants2011-10-01318
Number of employers contributing to the scheme2011-10-015
2009: LOCAL NO. 171 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01348
Total number of active participants reported on line 7a of the Form 55002009-10-0198
Number of retired or separated participants receiving benefits2009-10-0194
Number of other retired or separated participants entitled to future benefits2009-10-01138
Total of all active and inactive participants2009-10-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-013
Total participants2009-10-01333
Number of employers contributing to the scheme2009-10-015

Financial Data on LOCAL NO. 171 PENSION PLAN

Measure Date Value
2022 : LOCAL NO. 171 PENSION PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$56,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$43,918
Total income from all sources (including contributions)2022-09-30$238,705
Total of all expenses incurred2022-09-30$736,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$478,494
Value of total assets at end of year2022-09-30$2,686,453
Value of total assets at beginning of year2022-09-30$3,171,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$258,403
Total interest from all sources2022-09-30$106,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-09-30$0
Administrative expenses professional fees incurred2022-09-30$172,173
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$1,950
Other income not declared elsewhere2022-09-30$132,045
Administrative expenses (other) incurred2022-09-30$25,050
Liabilities. Value of operating payables at end of year2022-09-30$17,047
Liabilities. Value of operating payables at beginning of year2022-09-30$5,675
Total non interest bearing cash at end of year2022-09-30$332,884
Total non interest bearing cash at beginning of year2022-09-30$98,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-498,192
Value of net assets at end of year (total assets less liabilities)2022-09-30$2,629,845
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$3,128,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$5,611
Interest earned on other investments2022-09-30$106,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$2,353,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$3,071,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30Yes
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Employer contributions (assets) at beginning of year2022-09-30$471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$478,494
Contract administrator fees2022-09-30$55,569
Liabilities. Value of benefit claims payable at end of year2022-09-30$39,561
Liabilities. Value of benefit claims payable at beginning of year2022-09-30$38,243
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30BARATZ & ASSOCIATES, P.A.
Accountancy firm EIN2022-09-30222212404
2021 : LOCAL NO. 171 PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$43,918
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$40,054
Total income from all sources (including contributions)2021-09-30$213,823
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$637,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$464,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$0
Value of total assets at end of year2021-09-30$3,171,955
Value of total assets at beginning of year2021-09-30$3,592,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$173,066
Total interest from all sources2021-09-30$129,172
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-09-30$0
Administrative expenses professional fees incurred2021-09-30$118,092
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$1,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$416
Other income not declared elsewhere2021-09-30$84,651
Administrative expenses (other) incurred2021-09-30$44,636
Liabilities. Value of operating payables at end of year2021-09-30$5,675
Liabilities. Value of operating payables at beginning of year2021-09-30$2,621
Total non interest bearing cash at end of year2021-09-30$98,235
Total non interest bearing cash at beginning of year2021-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$-424,026
Value of net assets at end of year (total assets less liabilities)2021-09-30$3,128,037
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$3,552,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$10,338
Interest earned on other investments2021-09-30$129,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-30$39,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-30$39,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$3,071,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$3,552,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30Yes
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Employer contributions (assets) at end of year2021-09-30$471
Employer contributions (assets) at beginning of year2021-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$464,783
Liabilities. Value of benefit claims payable at end of year2021-09-30$38,243
Liabilities. Value of benefit claims payable at beginning of year2021-09-30$37,433
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-09-30410746749
2020 : LOCAL NO. 171 PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$40,054
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$57,213
Total income from all sources (including contributions)2020-09-30$229,277
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$537,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$423,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$998
Value of total assets at end of year2020-09-30$3,592,117
Value of total assets at beginning of year2020-09-30$3,917,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$114,388
Total interest from all sources2020-09-30$145,041
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-09-30$0
Administrative expenses professional fees incurred2020-09-30$60,234
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$458
Other income not declared elsewhere2020-09-30$83,238
Administrative expenses (other) incurred2020-09-30$43,219
Liabilities. Value of operating payables at end of year2020-09-30$2,621
Liabilities. Value of operating payables at beginning of year2020-09-30$22,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$-308,544
Value of net assets at end of year (total assets less liabilities)2020-09-30$3,552,063
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$3,860,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$10,935
Interest earned on other investments2020-09-30$145,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$39,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$68,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$68,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$3,552,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$3,848,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$998
Employer contributions (assets) at end of year2020-09-30$0
Employer contributions (assets) at beginning of year2020-09-30$91
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$423,433
Liabilities. Value of benefit claims payable at end of year2020-09-30$37,433
Liabilities. Value of benefit claims payable at beginning of year2020-09-30$34,281
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-09-30410746749
2019 : LOCAL NO. 171 PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$57,213
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$37,675
Total income from all sources (including contributions)2019-09-30$265,869
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$492,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$375,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$28,052
Value of total assets at end of year2019-09-30$3,917,820
Value of total assets at beginning of year2019-09-30$4,125,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$117,367
Total interest from all sources2019-09-30$154,579
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Administrative expenses professional fees incurred2019-09-30$58,942
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$458
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$7,885
Other income not declared elsewhere2019-09-30$83,238
Administrative expenses (other) incurred2019-09-30$46,986
Liabilities. Value of operating payables at end of year2019-09-30$22,932
Liabilities. Value of operating payables at beginning of year2019-09-30$9,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-227,107
Value of net assets at end of year (total assets less liabilities)2019-09-30$3,860,607
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$4,087,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$11,439
Interest earned on other investments2019-09-30$154,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$68,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$28,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$28,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$3,848,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$4,085,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$28,052
Employer contributions (assets) at end of year2019-09-30$91
Employer contributions (assets) at beginning of year2019-09-30$3,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$375,609
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30No
Liabilities. Value of benefit claims payable at end of year2019-09-30$34,281
Liabilities. Value of benefit claims payable at beginning of year2019-09-30$28,641
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30No
Opinion of an independent qualified public accountant for this plan2019-09-30Unqualified
Accountancy firm name2019-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-09-30410746749
2018 : LOCAL NO. 171 PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$37,675
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$42,238
Total income from all sources (including contributions)2018-09-30$244,001
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$438,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$341,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$78,502
Value of total assets at end of year2018-09-30$4,125,389
Value of total assets at beginning of year2018-09-30$4,324,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$97,714
Total interest from all sources2018-09-30$163,615
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Administrative expenses professional fees incurred2018-09-30$36,053
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$7,885
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$13,191
Other income not declared elsewhere2018-09-30$1,884
Administrative expenses (other) incurred2018-09-30$49,876
Liabilities. Value of operating payables at end of year2018-09-30$9,034
Liabilities. Value of operating payables at beginning of year2018-09-30$12,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-194,854
Value of net assets at end of year (total assets less liabilities)2018-09-30$4,087,714
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$4,282,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$11,785
Interest earned on other investments2018-09-30$163,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$28,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$54,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$54,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$4,085,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$4,243,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$78,502
Employer contributions (assets) at end of year2018-09-30$3,405
Employer contributions (assets) at beginning of year2018-09-30$13,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$341,141
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30No
Liabilities. Value of benefit claims payable at end of year2018-09-30$28,641
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$29,600
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30No
Opinion of an independent qualified public accountant for this plan2018-09-30Unqualified
Accountancy firm name2018-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-09-30410746749
2017 : LOCAL NO. 171 PENSION PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$42,238
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$34,720
Total income from all sources (including contributions)2017-09-30$332,882
Total of all expenses incurred2017-09-30$454,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$337,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$136,803
Value of total assets at end of year2017-09-30$4,324,806
Value of total assets at beginning of year2017-09-30$4,439,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$117,480
Total interest from all sources2017-09-30$167,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Administrative expenses professional fees incurred2017-09-30$36,158
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$13,191
Other income not declared elsewhere2017-09-30$28,873
Administrative expenses (other) incurred2017-09-30$69,293
Liabilities. Value of operating payables at end of year2017-09-30$12,638
Liabilities. Value of operating payables at beginning of year2017-09-30$7,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$-121,858
Value of net assets at end of year (total assets less liabilities)2017-09-30$4,282,568
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$4,404,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$12,029
Interest earned on other investments2017-09-30$167,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$54,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$47,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$47,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$4,243,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$4,378,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$136,803
Employer contributions (assets) at end of year2017-09-30$13,784
Employer contributions (assets) at beginning of year2017-09-30$13,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$337,260
Liabilities. Value of benefit claims payable at end of year2017-09-30$29,600
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$27,502
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30GORENZ AND ASSOCIATES, LTD.
Accountancy firm EIN2017-09-30371017405
2016 : LOCAL NO. 171 PENSION PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$34,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$34,861
Total income from all sources (including contributions)2016-09-30$312,674
Total of all expenses incurred2016-09-30$420,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$325,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$139,248
Value of total assets at end of year2016-09-30$4,439,146
Value of total assets at beginning of year2016-09-30$4,546,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$94,866
Total interest from all sources2016-09-30$173,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Administrative expenses professional fees incurred2016-09-30$38,293
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$294
Administrative expenses (other) incurred2016-09-30$44,485
Liabilities. Value of operating payables at end of year2016-09-30$7,218
Liabilities. Value of operating payables at beginning of year2016-09-30$8,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$-107,352
Value of net assets at end of year (total assets less liabilities)2016-09-30$4,404,426
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$4,511,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$12,088
Interest earned on other investments2016-09-30$173,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$47,790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$41,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$41,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$4,378,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$4,491,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$139,248
Employer contributions (assets) at end of year2016-09-30$13,126
Employer contributions (assets) at beginning of year2016-09-30$12,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$325,160
Liabilities. Value of benefit claims payable at end of year2016-09-30$27,502
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$26,789
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30GORENZ AND ASSOCIATES, LTD.
Accountancy firm EIN2016-09-30371017405
2015 : LOCAL NO. 171 PENSION PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$34,861
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$29,028
Total income from all sources (including contributions)2015-09-30$319,759
Total of all expenses incurred2015-09-30$417,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$316,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$141,841
Value of total assets at end of year2015-09-30$4,546,639
Value of total assets at beginning of year2015-09-30$4,638,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$101,022
Total interest from all sources2015-09-30$177,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Administrative expenses professional fees incurred2015-09-30$48,449
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$294
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$7,955
Administrative expenses (other) incurred2015-09-30$40,314
Liabilities. Value of operating payables at end of year2015-09-30$8,072
Liabilities. Value of operating payables at beginning of year2015-09-30$3,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-98,185
Value of net assets at end of year (total assets less liabilities)2015-09-30$4,511,778
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$4,609,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$12,259
Interest earned on other investments2015-09-30$177,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$41,982
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$53,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$53,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$4,491,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$4,566,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$141,841
Employer contributions (assets) at end of year2015-09-30$12,467
Employer contributions (assets) at beginning of year2015-09-30$11,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$316,922
Liabilities. Value of benefit claims payable at end of year2015-09-30$26,789
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$25,815
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30GORENZ AND ASSOCIATES, LTD.
Accountancy firm EIN2015-09-30371017405
2014 : LOCAL NO. 171 PENSION PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$29,028
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$45,307
Total income from all sources (including contributions)2014-09-30$307,682
Total of all expenses incurred2014-09-30$385,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$302,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$127,711
Value of total assets at end of year2014-09-30$4,638,991
Value of total assets at beginning of year2014-09-30$4,732,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$82,924
Total interest from all sources2014-09-30$179,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Administrative expenses professional fees incurred2014-09-30$30,332
Was this plan covered by a fidelity bond2014-09-30No
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$7,955
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$7,012
Administrative expenses (other) incurred2014-09-30$40,178
Liabilities. Value of operating payables at end of year2014-09-30$3,213
Liabilities. Value of operating payables at beginning of year2014-09-30$20,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-77,443
Value of net assets at end of year (total assets less liabilities)2014-09-30$4,609,963
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$4,687,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$12,414
Interest earned on other investments2014-09-30$179,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$53,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$77,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$77,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$4,566,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$4,638,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$127,711
Employer contributions (assets) at end of year2014-09-30$11,737
Employer contributions (assets) at beginning of year2014-09-30$9,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$302,201
Liabilities. Value of benefit claims payable at end of year2014-09-30$25,815
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$24,873
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30GORENZ AND ASSOCIATES, LTD.
Accountancy firm EIN2014-09-30371017405
2013 : LOCAL NO. 171 PENSION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$45,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$24,749
Total income from all sources (including contributions)2013-09-30$302,857
Total of all expenses incurred2013-09-30$380,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$282,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$120,222
Value of total assets at end of year2013-09-30$4,732,713
Value of total assets at beginning of year2013-09-30$4,789,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$98,409
Total interest from all sources2013-09-30$182,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Administrative expenses professional fees incurred2013-09-30$46,979
Was this plan covered by a fidelity bond2013-09-30No
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$7,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$6,758
Administrative expenses (other) incurred2013-09-30$38,867
Liabilities. Value of operating payables at end of year2013-09-30$20,434
Liabilities. Value of operating payables at beginning of year2013-09-30$2,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$-77,574
Value of net assets at end of year (total assets less liabilities)2013-09-30$4,687,406
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$4,764,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$12,563
Interest earned on other investments2013-09-30$182,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$77,884
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$65,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$65,129
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$4,638,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$4,708,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$120,222
Employer contributions (assets) at end of year2013-09-30$9,129
Employer contributions (assets) at beginning of year2013-09-30$9,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$282,022
Liabilities. Value of benefit claims payable at end of year2013-09-30$24,873
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$21,919
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30GORENZ AND ASSOCIATES, LTD.
Accountancy firm EIN2013-09-30371017405
2012 : LOCAL NO. 171 PENSION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$24,749
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$23,239
Total income from all sources (including contributions)2012-09-30$292,011
Total of all expenses incurred2012-09-30$357,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$259,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$106,431
Value of total assets at end of year2012-09-30$4,789,729
Value of total assets at beginning of year2012-09-30$4,853,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$97,225
Total interest from all sources2012-09-30$185,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$46,029
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$6,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$6,404
Administrative expenses (other) incurred2012-09-30$38,489
Liabilities. Value of operating payables at end of year2012-09-30$2,830
Liabilities. Value of operating payables at beginning of year2012-09-30$3,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$-65,000
Value of net assets at end of year (total assets less liabilities)2012-09-30$4,764,980
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$4,829,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$12,707
Interest earned on other investments2012-09-30$185,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$65,129
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$60,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$60,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$4,708,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$4,775,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$106,431
Employer contributions (assets) at end of year2012-09-30$9,219
Employer contributions (assets) at beginning of year2012-09-30$10,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$259,786
Liabilities. Value of benefit claims payable at end of year2012-09-30$21,919
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$20,152
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30GORENZ AND ASSOCIATES, LTD.
Accountancy firm EIN2012-09-30371017405
2011 : LOCAL NO. 171 PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$23,239
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$24,648
Expenses. Interest paid2011-09-30$51,838
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-09-30$51,838
Total income from all sources (including contributions)2011-09-30$292,689
Total of all expenses incurred2011-09-30$350,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$248,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$99,882
Value of total assets at end of year2011-09-30$4,853,219
Value of total assets at beginning of year2011-09-30$4,912,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$50,090
Total interest from all sources2011-09-30$192,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$6,404
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$5,995
Administrative expenses (other) incurred2011-09-30$37,330
Liabilities. Value of operating payables at end of year2011-09-30$3,087
Liabilities. Value of operating payables at beginning of year2011-09-30$5,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-57,571
Value of net assets at end of year (total assets less liabilities)2011-09-30$4,829,980
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$4,887,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$12,760
Interest earned on other investments2011-09-30$192,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$60,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$122,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$122,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$4,775,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$4,775,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$99,882
Employer contributions (assets) at end of year2011-09-30$10,517
Employer contributions (assets) at beginning of year2011-09-30$8,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$248,332
Liabilities. Value of benefit claims payable at end of year2011-09-30$20,152
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$18,927
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30GORENZ AND ASSOCIATES, LTD.
Accountancy firm EIN2011-09-30371017405

Form 5500 Responses for LOCAL NO. 171 PENSION PLAN

2021: LOCAL NO. 171 PENSION PLAN 2021 form 5500 responses
2021-10-01Type of plan entityMulti-employer plan
2021-10-01Plan is a collectively bargained planYes
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: LOCAL NO. 171 PENSION PLAN 2020 form 5500 responses
2020-10-01Type of plan entityMulti-employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planYes
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: LOCAL NO. 171 PENSION PLAN 2019 form 5500 responses
2019-10-01Type of plan entityMulti-employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planYes
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: LOCAL NO. 171 PENSION PLAN 2018 form 5500 responses
2018-10-01Type of plan entityMulti-employer plan
2018-10-01Submission has been amendedYes
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planYes
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: LOCAL NO. 171 PENSION PLAN 2017 form 5500 responses
2017-10-01Type of plan entityMulti-employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: LOCAL NO. 171 PENSION PLAN 2016 form 5500 responses
2016-10-01Type of plan entityMulti-employer plan
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: LOCAL NO. 171 PENSION PLAN 2015 form 5500 responses
2015-10-01Type of plan entityMulti-employer plan
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: LOCAL NO. 171 PENSION PLAN 2014 form 5500 responses
2014-10-01Type of plan entityMulti-employer plan
2014-10-01Submission has been amendedYes
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: LOCAL NO. 171 PENSION PLAN 2013 form 5500 responses
2013-10-01Type of plan entityMulti-employer plan
2013-10-01Submission has been amendedYes
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: LOCAL NO. 171 PENSION PLAN 2012 form 5500 responses
2012-10-01Type of plan entityMulti-employer plan
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: LOCAL NO. 171 PENSION PLAN 2011 form 5500 responses
2011-10-01Type of plan entityMulti-employer plan
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: LOCAL NO. 171 PENSION PLAN 2009 form 5500 responses
2009-10-01Type of plan entityMulti-employer plan
2009-10-01Submission has been amendedYes
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: LOCAL NO. 171 PENSION PLAN 2008 form 5500 responses
2008-10-01Type of plan entityMulti-employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

CONTINTAL ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62413 )
Policy contract numberGP-12231-014
Policy instance 1
Insurance contract or identification numberGP-12231-014
Number of Individuals Covered276
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of fees paid to insurance companyUSD $9,390
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9390
Additional information about fees paid to insurance brokerTRUST FEES
Insurance broker organization code?3
CONTINTAL ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62413 )
Policy contract numberGP-12231-014
Policy instance 1
Insurance contract or identification numberGP-12231-014
Number of Individuals Covered276
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,338
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10338
Additional information about fees paid to insurance brokerTRUST FEES
Insurance broker organization code?3
CONTINTAL ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62413 )
Policy contract numberGP-12231-014
Policy instance 1
Insurance contract or identification numberGP-12231-014
Number of Individuals Covered277
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,935
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10935
Additional information about fees paid to insurance brokerTRUST FEES
Insurance broker organization code?3
CONTINTAL ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62413 )
Policy contract numberGP-12231-014
Policy instance 1
Insurance contract or identification numberGP-12231-014
Number of Individuals Covered278
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,439
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11439
Additional information about fees paid to insurance brokerTRUST FEES
Insurance broker organization code?3
CONTINTAL ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62413 )
Policy contract numberGP-12231-014
Policy instance 1
Insurance contract or identification numberGP-12231-014
Number of Individuals Covered286
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,785
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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