401k Plan data: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN plan

UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN
Plan identification number	002

UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

UTILITY WORKERS UNION OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name: UTILITY WORKERS UNION OF AMERICA

Employer identification number (EIN): 530183102

NAIC Classification: 813930
NAIC Description: Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MICHAEL COLEMAN 2024-09-25
002 2022-01-01 MICHAEL COLEMAN 2023-10-11
002 2021-01-01 MICHAEL COLEMAN 2022-10-06
002 2020-01-01 MICHAEL COLEMAN 2021-10-05
002 2019-01-01 MICHAEL COLEMAN 2020-10-13
002 2018-01-01 MICHAEL COLEMAN 2019-09-11
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 GARY RUFFNER
002 2011-01-01 GARY RUFFNER
002 2010-01-01 GARY RUFFNER
002 2009-01-01 GARY RUFFNER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	MICHAEL COLEMAN	2024-09-25
002	2022-01-01	MICHAEL COLEMAN	2023-10-11
002	2021-01-01	MICHAEL COLEMAN	2022-10-06
002	2020-01-01	MICHAEL COLEMAN	2021-10-05
002	2019-01-01	MICHAEL COLEMAN	2020-10-13
002	2018-01-01	MICHAEL COLEMAN	2019-09-11
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	GARY RUFFNER
002	2011-01-01	GARY RUFFNER
002	2010-01-01	GARY RUFFNER
002	2009-01-01	GARY RUFFNER

Plan Statistics for UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN

401k plan membership statisitcs for UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN

Measure Date Value
2023: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 30
Number of retired or separated participants receiving benefits 2023-01-01 2
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 34
Total participants 2023-01-01 34
Number of participants with account balances 2023-01-01 33
2022: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 32
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 35
Total participants 2022-01-01 35
Number of participants with account balances 2022-01-01 35
2021: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 31
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 35
Number of participants with account balances 2021-01-01 35
2020: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 29
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 32
Number of participants with account balances 2020-01-01 32
2019: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 28
Number of retired or separated participants receiving benefits 2019-01-01 1
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 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 31
Number of participants with account balances 2019-01-01 31
2018: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 26
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 28
Total participants 2018-01-01 28
Number of participants with account balances 2018-01-01 28
2017: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 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 25
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 29
Total participants 2017-01-01 29
Number of participants with account balances 2017-01-01 29
2016: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 28
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 32
Total participants 2016-01-01 32
Number of participants with account balances 2016-01-01 32
2015: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 29
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 33
Total participants 2015-01-01 33
Number of participants with account balances 2015-01-01 33
2014: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 31
Total of all active and inactive participants 2014-01-01 31
Total participants 2014-01-01 31
Number of participants with account balances 2014-01-01 31
2013: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 32
Total of all active and inactive participants 2013-01-01 32
Total participants 2013-01-01 32
Number of participants with account balances 2013-01-01 32
2012: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 35
Total of all active and inactive participants 2012-01-01 35
Total participants 2012-01-01 35
Number of participants with account balances 2012-01-01 35
2011: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 35
Total of all active and inactive participants 2011-01-01 35
Total participants 2011-01-01 35
Number of participants with account balances 2011-01-01 35
2010: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 35
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 35
Number of participants with account balances 2010-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 28
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 28
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 28

Measure	Date	Value
2023: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	30
Number of retired or separated participants receiving benefits	2023-01-01	2
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	34
Total participants	2023-01-01	34
Number of participants with account balances	2023-01-01	33
2022: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	32
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	35
Total participants	2022-01-01	35
Number of participants with account balances	2022-01-01	35
2021: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	31
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	35
Number of participants with account balances	2021-01-01	35
2020: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	29
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	32
Number of participants with account balances	2020-01-01	32
2019: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	28
Number of retired or separated participants receiving benefits	2019-01-01	1
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	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	31
Number of participants with account balances	2019-01-01	31
2018: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	26
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	28
Total participants	2018-01-01	28
Number of participants with account balances	2018-01-01	28
2017: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 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	25
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	29
Total participants	2017-01-01	29
Number of participants with account balances	2017-01-01	29
2016: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	28
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	32
Total participants	2016-01-01	32
Number of participants with account balances	2016-01-01	32
2015: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	29
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	33
Total participants	2015-01-01	33
Number of participants with account balances	2015-01-01	33
2014: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	31
Total of all active and inactive participants	2014-01-01	31
Total participants	2014-01-01	31
Number of participants with account balances	2014-01-01	31
2013: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	32
Total of all active and inactive participants	2013-01-01	32
Total participants	2013-01-01	32
Number of participants with account balances	2013-01-01	32
2012: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	35
Total of all active and inactive participants	2012-01-01	35
Total participants	2012-01-01	35
Number of participants with account balances	2012-01-01	35
2011: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	35
Total of all active and inactive participants	2011-01-01	35
Total participants	2011-01-01	35
Number of participants with account balances	2011-01-01	35
2010: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	35
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	35
Number of participants with account balances	2010-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	28
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	28
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	28

Financial Data on UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN

Measure	Date	Value
2023 : UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$2,551,611
Expenses. Total of all expenses incurred	2023-12-31	$355,918
Benefits paid (including direct rollovers)	2023-12-31	$355,918
Total plan assets at end of year	2023-12-31	$14,944,139
Total plan assets at beginning of year	2023-12-31	$12,748,446
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$300,109
Other income received	2023-12-31	$1,277,329
Net income (gross income less expenses)	2023-12-31	$2,195,693
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$14,944,139
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$12,748,446
Assets. Value of participant loans	2023-12-31	$122,378
Total contributions received or receivable from employer(s)	2023-12-31	$974,173
2022 : UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$569,032
Expenses. Total of all expenses incurred	2022-12-31	$1,941,079
Benefits paid (including direct rollovers)	2022-12-31	$1,941,079
Total plan assets at end of year	2022-12-31	$12,748,446
Total plan assets at beginning of year	2022-12-31	$14,120,493
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$318,095
Other income received	2022-12-31	$-734,728
Net income (gross income less expenses)	2022-12-31	$-1,372,047
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$12,748,446
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$14,120,493
Assets. Value of participant loans	2022-12-31	$126,040
Total contributions received or receivable from employer(s)	2022-12-31	$985,665
2021 : UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$2,421,411
Expenses. Total of all expenses incurred	2021-12-31	$1,971,924
Benefits paid (including direct rollovers)	2021-12-31	$1,971,924
Total plan assets at end of year	2021-12-31	$14,120,493
Total plan assets at beginning of year	2021-12-31	$13,671,006
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$332,064
Other income received	2021-12-31	$1,116,173
Net income (gross income less expenses)	2021-12-31	$449,487
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$14,120,493
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$13,671,006
Assets. Value of participant loans	2021-12-31	$169,095
Total contributions received or receivable from employer(s)	2021-12-31	$973,174
2020 : UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$2,536,504
Expenses. Total of all expenses incurred	2020-12-31	$2,064,994
Benefits paid (including direct rollovers)	2020-12-31	$2,064,994
Total plan assets at end of year	2020-12-31	$13,671,006
Total plan assets at beginning of year	2020-12-31	$13,199,496
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$327,165
Contributions received from other sources (not participants or employers)	2020-12-31	$193,354
Other income received	2020-12-31	$1,070,090
Net income (gross income less expenses)	2020-12-31	$471,510
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$13,671,006
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$13,199,496
Assets. Value of participant loans	2020-12-31	$153,888
Total contributions received or receivable from employer(s)	2020-12-31	$945,895
2019 : UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$2,918,812
Expenses. Total of all expenses incurred	2019-12-31	$1,053,628
Benefits paid (including direct rollovers)	2019-12-31	$1,053,628
Total plan assets at end of year	2019-12-31	$13,199,496
Total plan assets at beginning of year	2019-12-31	$11,334,312
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$391,444
Contributions received from other sources (not participants or employers)	2019-12-31	$279,246
Other income received	2019-12-31	$1,378,735
Net income (gross income less expenses)	2019-12-31	$1,865,184
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$13,199,496
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$11,334,312
Assets. Value of participant loans	2019-12-31	$114,749
Total contributions received or receivable from employer(s)	2019-12-31	$869,387
2018 : UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$896,253
Expenses. Total of all expenses incurred	2018-12-31	$534,308
Benefits paid (including direct rollovers)	2018-12-31	$534,308
Total plan assets at end of year	2018-12-31	$11,334,312
Total plan assets at beginning of year	2018-12-31	$10,972,367
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$348,482
Other income received	2018-12-31	$-244,362
Net income (gross income less expenses)	2018-12-31	$361,945
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$11,334,312
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$10,972,367
Assets. Value of participant loans	2018-12-31	$53,083
Total contributions received or receivable from employer(s)	2018-12-31	$792,133
2017 : UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$2,238,857
Expenses. Total of all expenses incurred	2017-12-31	$1,472,339
Benefits paid (including direct rollovers)	2017-12-31	$1,472,339
Total plan assets at end of year	2017-12-31	$10,972,367
Total plan assets at beginning of year	2017-12-31	$10,205,849
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$356,772
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$1,111,871
Net income (gross income less expenses)	2017-12-31	$766,518
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$10,972,367
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$10,205,849
Assets. Value of participant loans	2017-12-31	$65,071
Total contributions received or receivable from employer(s)	2017-12-31	$770,214
2016 : UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,844,156
Expenses. Total of all expenses incurred	2016-12-31	$3,064,244
Benefits paid (including direct rollovers)	2016-12-31	$3,064,244
Total plan assets at end of year	2016-12-31	$10,205,849
Total plan assets at beginning of year	2016-12-31	$11,425,937
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$346,030
Contributions received from other sources (not participants or employers)	2016-12-31	$172,214
Other income received	2016-12-31	$610,719
Net income (gross income less expenses)	2016-12-31	$-1,220,088
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$10,205,849
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$11,425,937
Assets. Value of participant loans	2016-12-31	$74,074
Total contributions received or receivable from employer(s)	2016-12-31	$715,193
2015 : UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$3,054
Total income from all sources	2015-12-31	$637,785
Expenses. Total of all expenses incurred	2015-12-31	$1,231,303
Benefits paid (including direct rollovers)	2015-12-31	$1,231,303
Total plan assets at end of year	2015-12-31	$11,425,937
Total plan assets at beginning of year	2015-12-31	$12,022,509
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$355,868
Other income received	2015-12-31	$-458,556
Net income (gross income less expenses)	2015-12-31	$-593,518
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$11,425,937
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$12,019,455
Assets. Value of participant loans	2015-12-31	$99,166
Total contributions received or receivable from employer(s)	2015-12-31	$740,473
2014 : UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$3,054
Total plan liabilities at beginning of year	2014-12-31	$8,434
Total income from all sources	2014-12-31	$1,404,270
Expenses. Total of all expenses incurred	2014-12-31	$455,324
Benefits paid (including direct rollovers)	2014-12-31	$455,324
Total plan assets at end of year	2014-12-31	$12,022,509
Total plan assets at beginning of year	2014-12-31	$11,078,943
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$318,701
Other income received	2014-12-31	$390,378
Net income (gross income less expenses)	2014-12-31	$948,946
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$12,019,455
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$11,070,509
Assets. Value of participant loans	2014-12-31	$217,140
Total contributions received or receivable from employer(s)	2014-12-31	$695,191
2013 : UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$8,434
Total plan liabilities at beginning of year	2013-12-31	$1,576
Total income from all sources	2013-12-31	$2,148,441
Expenses. Total of all expenses incurred	2013-12-31	$1,226,342
Benefits paid (including direct rollovers)	2013-12-31	$1,226,342
Total plan assets at end of year	2013-12-31	$11,078,943
Total plan assets at beginning of year	2013-12-31	$10,149,986
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$307,587
Contributions received from other sources (not participants or employers)	2013-12-31	$25,205
Other income received	2013-12-31	$1,059,027
Net income (gross income less expenses)	2013-12-31	$922,099
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$11,070,509
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$10,148,410
Assets. Value of participant loans	2013-12-31	$227,636
Total contributions received or receivable from employer(s)	2013-12-31	$756,622
2012 : UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$1,576
Total income from all sources	2012-12-31	$1,961,767
Expenses. Total of all expenses incurred	2012-12-31	$1,502,739
Benefits paid (including direct rollovers)	2012-12-31	$1,502,739
Total plan assets at end of year	2012-12-31	$10,149,986
Total plan assets at beginning of year	2012-12-31	$9,689,382
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$300,264
Other income received	2012-12-31	$901,748
Net income (gross income less expenses)	2012-12-31	$459,028
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$10,148,410
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$9,689,382
Assets. Value of participant loans	2012-12-31	$201,127
Total contributions received or receivable from employer(s)	2012-12-31	$759,755
2011 : UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$4,695
Total income from all sources	2011-12-31	$1,122,419
Total plan assets at end of year	2011-12-31	$9,689,382
Total plan assets at beginning of year	2011-12-31	$8,571,658
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$321,556
Contributions received from other sources (not participants or employers)	2011-12-31	$167,546
Other income received	2011-12-31	$-122,058
Net income (gross income less expenses)	2011-12-31	$1,122,419
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$9,689,382
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$8,566,963
Assets. Value of participant loans	2011-12-31	$75,012
Total contributions received or receivable from employer(s)	2011-12-31	$755,375
2010 : UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$4,695
Total plan liabilities at beginning of year	2010-12-31	$4,225
Total income from all sources	2010-12-31	$2,005,549
Expenses. Total of all expenses incurred	2010-12-31	$305,790
Benefits paid (including direct rollovers)	2010-12-31	$305,790
Total plan assets at end of year	2010-12-31	$8,571,658
Total plan assets at beginning of year	2010-12-31	$6,871,429
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$298,912
Other income received	2010-12-31	$993,689
Net income (gross income less expenses)	2010-12-31	$1,699,759
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$8,566,963
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,867,204
Assets. Value of participant loans	2010-12-31	$52,650
Total contributions received or receivable from employer(s)	2010-12-31	$712,948

Form 5500 Responses for UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN

2023: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

780191-01

Policy instance

Insurance contract or identification number	780191-01
Number of Individuals Covered	11
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61898-1

Policy instance

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

780191-01

Policy instance

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61898-1

Policy instance

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61898-1

Policy instance

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61898-1

Policy instance

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61898-1

Policy instance

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61898-1

Policy instance

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61898-1

Policy instance

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Company Name:	UTILITY WORKERS UNION OF AMERICA
Employer identification number (EIN):	530183102
NAIC Classification:	813930
NAIC Description:	Labor Unions and Similar Labor Organizations