401k Plan data: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST plan

UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 401k Plan overview

Plan Name	UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST
Plan identification number	001

UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UPPER PENINSULA TELEPHONE COMPANY has sponsored the creation of one or more 401k plans.

Company Name: UPPER PENINSULA TELEPHONE COMPANY

Employer identification number (EIN): 381143805

NAIC Classification: 517000

Additional information about UPPER PENINSULA TELEPHONE COMPANY

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: 078882

More information about UPPER PENINSULA TELEPHONE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MICHELLE RAGAN 2023-10-06
001 2021-01-01 MICHELLE RAGAN 2022-10-11
001 2020-01-01 LARRY E. CROCKER 2021-10-06
001 2019-01-01 LARRY CROCKER 2020-09-29
001 2018-01-01
001 2017-01-01
001 2016-01-01 BECKY SCHETTER
001 2015-01-01 BECKY SCHETTER
001 2014-01-01 BECKY SCHETTER
001 2013-01-01 BECKY SCHETTER 2014-10-14
001 2012-01-01 BECKY SCHETTER 2013-10-14
001 2011-01-01 BECKY SCHETTER 2012-10-12
001 2010-01-01 BECKY SCHETTER 2011-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MICHELLE RAGAN	2023-10-06
001	2021-01-01	MICHELLE RAGAN	2022-10-11
001	2020-01-01	LARRY E. CROCKER	2021-10-06
001	2019-01-01	LARRY CROCKER	2020-09-29
001	2018-01-01
001	2017-01-01
001	2016-01-01	BECKY SCHETTER
001	2015-01-01	BECKY SCHETTER
001	2014-01-01	BECKY SCHETTER
001	2013-01-01	BECKY SCHETTER	2014-10-14
001	2012-01-01	BECKY SCHETTER	2013-10-14
001	2011-01-01	BECKY SCHETTER	2012-10-12
001	2010-01-01	BECKY SCHETTER	2011-10-05

Plan Statistics for UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST

401k plan membership statisitcs for UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST

Measure Date Value
2022: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 35
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 12
Total of all active and inactive participants 2022-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 47
Number of participants with account balances 2022-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 29
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 8
Total of all active and inactive participants 2021-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 38
Number of participants with account balances 2021-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 33
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 37
Number of participants with account balances 2020-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 35
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 37
Number of participants with account balances 2019-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 29
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 32
Number of participants with account balances 2018-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 30
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 34
Number of participants with account balances 2017-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 32
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 37
Number of participants with account balances 2016-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 35
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 40
Number of participants with account balances 2015-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 30
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 34
Number of participants with account balances 2014-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	35
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	12
Total of all active and inactive participants	2022-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	47
Number of participants with account balances	2022-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	29
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	8
Total of all active and inactive participants	2021-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	38
Number of participants with account balances	2021-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	33
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	37
Number of participants with account balances	2020-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	35
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	37
Number of participants with account balances	2019-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	29
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	32
Number of participants with account balances	2018-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	30
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	34
Number of participants with account balances	2017-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	32
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	37
Number of participants with account balances	2016-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	35
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	40
Number of participants with account balances	2015-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	30
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	34
Number of participants with account balances	2014-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST

Measure	Date	Value
2022 : UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-367,386
Expenses. Total of all expenses incurred	2022-12-31	$255,500
Benefits paid (including direct rollovers)	2022-12-31	$249,128
Total plan assets at end of year	2022-12-31	$4,040,630
Total plan assets at beginning of year	2022-12-31	$4,663,516
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$163,187
Contributions received from other sources (not participants or employers)	2022-12-31	$69,831
Other income received	2022-12-31	$-655,594
Net income (gross income less expenses)	2022-12-31	$-622,886
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,040,630
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,663,516
Total contributions received or receivable from employer(s)	2022-12-31	$55,190
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$6,372
2021 : UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$715,629
Expenses. Total of all expenses incurred	2021-12-31	$47,379
Benefits paid (including direct rollovers)	2021-12-31	$40,236
Total plan assets at end of year	2021-12-31	$4,663,516
Total plan assets at beginning of year	2021-12-31	$3,995,266
Value of fidelity bond covering the plan	2021-12-31	$399,527
Total contributions received or receivable from participants	2021-12-31	$176,086
Other income received	2021-12-31	$439,392
Net income (gross income less expenses)	2021-12-31	$668,250
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,663,516
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,995,266
Total contributions received or receivable from employer(s)	2021-12-31	$100,151
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$7,143
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$785,052
Expenses. Total of all expenses incurred	2020-12-31	$4,539
Total plan assets at end of year	2020-12-31	$3,995,266
Total plan assets at beginning of year	2020-12-31	$3,214,753
Value of fidelity bond covering the plan	2020-12-31	$321,476
Total contributions received or receivable from participants	2020-12-31	$167,717
Other income received	2020-12-31	$522,448
Net income (gross income less expenses)	2020-12-31	$780,513
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,995,266
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,214,753
Total contributions received or receivable from employer(s)	2020-12-31	$94,887
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$4,539
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$897,258
Expenses. Total of all expenses incurred	2019-12-31	$645,511
Benefits paid (including direct rollovers)	2019-12-31	$642,685
Total plan assets at end of year	2019-12-31	$3,214,753
Total plan assets at beginning of year	2019-12-31	$2,963,006
Value of fidelity bond covering the plan	2019-12-31	$321,475
Total contributions received or receivable from participants	2019-12-31	$146,696
Other income received	2019-12-31	$687,116
Net income (gross income less expenses)	2019-12-31	$251,747
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,214,753
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,963,006
Total contributions received or receivable from employer(s)	2019-12-31	$63,446
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,826
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$404
Total income from all sources	2018-12-31	$-94,760
Expenses. Total of all expenses incurred	2018-12-31	$247,957
Benefits paid (including direct rollovers)	2018-12-31	$245,855
Total plan assets at end of year	2018-12-31	$2,963,006
Total plan assets at beginning of year	2018-12-31	$3,305,319
Value of fidelity bond covering the plan	2018-12-31	$377,813
Total contributions received or receivable from participants	2018-12-31	$116,584
Other income received	2018-12-31	$-255,314
Net income (gross income less expenses)	2018-12-31	$-342,717
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,963,006
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,305,319
Assets. Value of employer securities	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$43,970
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,102
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$654,980
Expenses. Total of all expenses incurred	2017-12-31	$54,769
Benefits paid (including direct rollovers)	2017-12-31	$53,413
Total plan assets at end of year	2017-12-31	$3,305,319
Total plan assets at beginning of year	2017-12-31	$2,705,108
Value of fidelity bond covering the plan	2017-12-31	$330,532
Total contributions received or receivable from participants	2017-12-31	$110,509
Other income received	2017-12-31	$505,876
Net income (gross income less expenses)	2017-12-31	$600,211
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,305,319
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,705,108
Assets. Value of employer securities	2017-12-31	$271
Total contributions received or receivable from employer(s)	2017-12-31	$38,595
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,356
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$459,035
Expenses. Total of all expenses incurred	2016-12-31	$78,793
Benefits paid (including direct rollovers)	2016-12-31	$76,212
Total plan assets at end of year	2016-12-31	$2,705,108
Total plan assets at beginning of year	2016-12-31	$2,324,866
Value of fidelity bond covering the plan	2016-12-31	$270,511
Total contributions received or receivable from participants	2016-12-31	$111,947
Contributions received from other sources (not participants or employers)	2016-12-31	$10,685
Other income received	2016-12-31	$297,984
Net income (gross income less expenses)	2016-12-31	$380,242
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,705,108
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,324,866
Assets. Value of employer securities	2016-12-31	$188
Total contributions received or receivable from employer(s)	2016-12-31	$38,419
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,581
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$115,461
Expenses. Total of all expenses incurred	2015-12-31	$44,449
Benefits paid (including direct rollovers)	2015-12-31	$41,183
Total plan assets at end of year	2015-12-31	$2,324,866
Total plan assets at beginning of year	2015-12-31	$2,253,854
Value of fidelity bond covering the plan	2015-12-31	$226,000
Total contributions received or receivable from participants	2015-12-31	$105,526
Other income received	2015-12-31	$-29,868
Net income (gross income less expenses)	2015-12-31	$71,012
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,324,866
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,253,854
Assets. Value of employer securities	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$39,803
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,266
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$255,209
Expenses. Total of all expenses incurred	2014-12-31	$126,714
Benefits paid (including direct rollovers)	2014-12-31	$126,414
Total plan assets at end of year	2014-12-31	$2,253,854
Total plan assets at beginning of year	2014-12-31	$2,125,359
Value of fidelity bond covering the plan	2014-12-31	$226,000
Total contributions received or receivable from participants	2014-12-31	$98,244
Contributions received from other sources (not participants or employers)	2014-12-31	$4,927
Other income received	2014-12-31	$125,011
Net income (gross income less expenses)	2014-12-31	$128,495
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,253,854
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,125,359
Assets. Value of employer securities	2014-12-31	$54
Total contributions received or receivable from employer(s)	2014-12-31	$27,027
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST

2022: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UPPER PENINSULA TELEPHONE COMPANY 401K PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UPPER PENINSULA TELEPHONE COMPANY
Employer identification number (EIN):	381143805
NAIC Classification:	517000

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	078882