BOARD OF TRUSTEES OF THE LOCAL 811 ANNUITY FUND has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2019: LOCAL 811 ANNUITY FUND 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 530 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 530 |
| Total of all active and inactive participants | 2019-01-01 | 530 |
| Total participants | 2019-01-01 | 530 |
| Number of employers contributing to the scheme | 2019-01-01 | 27 |
| 2018: LOCAL 811 ANNUITY FUND 2018 401k membership |
|---|
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 530 |
| Total of all active and inactive participants | 2018-01-01 | 530 |
| Total participants | 2018-01-01 | 530 |
| Number of employers contributing to the scheme | 2018-01-01 | 5 |
| 2017: LOCAL 811 ANNUITY FUND 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 323 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 357 |
| Total of all active and inactive participants | 2017-01-01 | 357 |
| Total participants | 2017-01-01 | 357 |
| Number of employers contributing to the scheme | 2017-01-01 | 4 |
| 2016: LOCAL 811 ANNUITY FUND 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 408 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 323 |
| Total of all active and inactive participants | 2016-01-01 | 323 |
| Total participants | 2016-01-01 | 323 |
| Number of employers contributing to the scheme | 2016-01-01 | 3 |
| 2015: LOCAL 811 ANNUITY FUND 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 212 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 408 |
| Total of all active and inactive participants | 2015-01-01 | 408 |
| Total participants | 2015-01-01 | 408 |
| Number of participants with account balances | 2015-01-01 | 408 |
| Number of employers contributing to the scheme | 2015-01-01 | 3 |
| 2014: LOCAL 811 ANNUITY FUND 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 212 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 212 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 212 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| Number of employers contributing to the scheme | 2014-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2019 : LOCAL 811 ANNUITY FUND 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $15,946 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $15,946 |
| Total plan assets at end of year | 2019-12-31 | $313,193 |
| Total plan assets at beginning of year | 2019-12-31 | $329,108 |
| Value of fidelity bond covering the plan | 2019-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $0 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $-15,946 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $313,193 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $329,108 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2019-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : LOCAL 811 ANNUITY FUND 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $41,169 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $25,226 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $3,817 |
| Total plan assets at end of year | 2018-12-31 | $329,108 |
| Total plan assets at beginning of year | 2018-12-31 | $313,579 |
| Value of fidelity bond covering the plan | 2018-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $21,409 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $0 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $15,943 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $329,108 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $313,579 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $41,169 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2018-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : LOCAL 811 ANNUITY FUND 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $345 |
| Total income from all sources | 2017-12-31 | $100,641 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $2,405 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $2,385 |
| Total plan assets at end of year | 2017-12-31 | $313,579 |
| Total plan assets at beginning of year | 2017-12-31 | $218,619 |
| Value of fidelity bond covering the plan | 2017-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $20 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $641 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $98,236 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $313,579 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $218,274 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $100,000 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2017-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : LOCAL 811 ANNUITY FUND 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $345 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $97,626 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $3,210 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,380 |
| Total plan assets at end of year | 2016-12-31 | $218,619 |
| Total plan assets at beginning of year | 2016-12-31 | $123,858 |
| Value of fidelity bond covering the plan | 2016-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1,830 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $450 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $94,416 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $218,274 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $123,858 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $97,176 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2016-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : LOCAL 811 ANNUITY FUND 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $82,931 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $123,858 |
| Total plan assets at beginning of year | 2015-12-31 | $40,927 |
| Value of fidelity bond covering the plan | 2015-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $0 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $82,931 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $123,858 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $40,927 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $82,931 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2015-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : LOCAL 811 ANNUITY FUND 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $37,637 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $40,927 |
| Total plan assets at beginning of year | 2014-12-31 | $3,290 |
| Value of fidelity bond covering the plan | 2014-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $0 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $37,637 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $40,927 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,290 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $37,637 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2019: LOCAL 811 ANNUITY FUND 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Multi-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: LOCAL 811 ANNUITY FUND 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Multi-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: LOCAL 811 ANNUITY FUND 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Multi-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: LOCAL 811 ANNUITY FUND 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Multi-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: LOCAL 811 ANNUITY FUND 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Multi-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 | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: LOCAL 811 ANNUITY FUND 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Multi-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 | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
