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SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 401k Plan overview

Plan NameSWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN
Plan identification number 001

SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SWVA, INC. has sponsored the creation of one or more 401k plans.

Company Name:SWVA, INC.
Employer identification number (EIN):550621605
NAIC Classification:331110
NAIC Description:Iron and Steel Mills and Ferroalloy Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT 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
0012017-10-01
0012016-10-01DEXTER CHILDERS, JR., CONTROLLER
0012015-10-01DEXTER CHILDERS, JR., CONTROLLER
0012014-10-01DEXTER CHILDERS
0012013-10-01DEXTER CHILDERS
0012012-10-01DEXTER CHILDERS
0012011-10-01DEXTER CHILDERS
0012010-10-01DEXTER CHILDERS
0012009-10-01DEXTER CHILDERS
0012008-10-01

Plan Statistics for SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN

401k plan membership statisitcs for SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN

Measure Date Value
2021: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01693
Total number of active participants reported on line 7a of the Form 55002021-10-01504
Number of retired or separated participants receiving benefits2021-10-0123
Number of other retired or separated participants entitled to future benefits2021-10-01140
Total of all active and inactive participants2021-10-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-012
Total participants2021-10-01669
Number of participants with account balances2021-10-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01556
Total number of active participants reported on line 7a of the Form 55002020-10-01468
Number of retired or separated participants receiving benefits2020-10-0121
Number of other retired or separated participants entitled to future benefits2020-10-01118
Total of all active and inactive participants2020-10-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01607
Number of participants with account balances2020-10-01605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01568
Total number of active participants reported on line 7a of the Form 55002019-10-01468
Number of retired or separated participants receiving benefits2019-10-0112
Number of other retired or separated participants entitled to future benefits2019-10-0175
Total of all active and inactive participants2019-10-01555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-011
Total participants2019-10-01556
Number of participants with account balances2019-10-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01560
Total number of active participants reported on line 7a of the Form 55002018-10-01492
Number of retired or separated participants receiving benefits2018-10-013
Number of other retired or separated participants entitled to future benefits2018-10-0172
Total of all active and inactive participants2018-10-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-011
Total participants2018-10-01568
Number of participants with account balances2018-10-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01517
Total number of active participants reported on line 7a of the Form 55002017-10-01472
Number of retired or separated participants receiving benefits2017-10-013
Number of other retired or separated participants entitled to future benefits2017-10-0185
Total of all active and inactive participants2017-10-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01560
Number of participants with account balances2017-10-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01544
Total number of active participants reported on line 7a of the Form 55002016-10-01447
Number of retired or separated participants receiving benefits2016-10-011
Number of other retired or separated participants entitled to future benefits2016-10-0169
Total of all active and inactive participants2016-10-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01517
Number of participants with account balances2016-10-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01541
Total number of active participants reported on line 7a of the Form 55002015-10-01464
Number of retired or separated participants receiving benefits2015-10-011
Number of other retired or separated participants entitled to future benefits2015-10-0178
Total of all active and inactive participants2015-10-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-011
Total participants2015-10-01544
Number of participants with account balances2015-10-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01534
Total number of active participants reported on line 7a of the Form 55002014-10-01460
Number of retired or separated participants receiving benefits2014-10-011
Number of other retired or separated participants entitled to future benefits2014-10-0179
Total of all active and inactive participants2014-10-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-011
Total participants2014-10-01541
Number of participants with account balances2014-10-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01499
Total number of active participants reported on line 7a of the Form 55002013-10-01463
Number of retired or separated participants receiving benefits2013-10-011
Number of other retired or separated participants entitled to future benefits2013-10-0169
Total of all active and inactive participants2013-10-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-011
Total participants2013-10-01534
Number of participants with account balances2013-10-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01558
Total number of active participants reported on line 7a of the Form 55002012-10-01439
Number of retired or separated participants receiving benefits2012-10-011
Number of other retired or separated participants entitled to future benefits2012-10-0158
Total of all active and inactive participants2012-10-01498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-011
Total participants2012-10-01499
Number of participants with account balances2012-10-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01553
Total number of active participants reported on line 7a of the Form 55002011-10-01509
Number of retired or separated participants receiving benefits2011-10-011
Number of other retired or separated participants entitled to future benefits2011-10-0148
Total of all active and inactive participants2011-10-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01558
Number of participants with account balances2011-10-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01526
Total number of active participants reported on line 7a of the Form 55002010-10-01509
Number of retired or separated participants receiving benefits2010-10-011
Number of other retired or separated participants entitled to future benefits2010-10-0143
Total of all active and inactive participants2010-10-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01553
Number of participants with account balances2010-10-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01549
Total number of active participants reported on line 7a of the Form 55002009-10-01486
Number of retired or separated participants receiving benefits2009-10-011
Number of other retired or separated participants entitled to future benefits2009-10-0139
Total of all active and inactive participants2009-10-01526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01526
Number of participants with account balances2009-10-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN

Measure Date Value
2022 : SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-4,267,451
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$5,077,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$4,977,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$2,811,727
Value of total assets at end of year2022-09-30$36,775,527
Value of total assets at beginning of year2022-09-30$46,120,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$100,171
Total interest from all sources2022-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$2,043,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$2,043,346
Administrative expenses professional fees incurred2022-09-30$2,879
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
Contributions received from participants2022-09-30$1,176,157
Participant contributions at end of year2022-09-30$21,358
Participant contributions at beginning of year2022-09-30$15,041
Assets. Other investments not covered elsewhere at end of year2022-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$886
Other income not declared elsewhere2022-09-30$-140
Total non interest bearing cash at end of year2022-09-30$0
Total non interest bearing cash at beginning of year2022-09-30$265,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-9,344,956
Value of net assets at end of year (total assets less liabilities)2022-09-30$36,775,527
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$46,120,483
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$9,596
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$32,555,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$41,540,659
Value of interest in common/collective trusts at end of year2022-09-30$4,019,526
Value of interest in common/collective trusts at beginning of year2022-09-30$4,159,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-9,166,833
Net investment gain or loss from common/collective trusts2022-09-30$44,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
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
Contributions received in cash from employer2022-09-30$1,635,570
Employer contributions (assets) at end of year2022-09-30$179,161
Employer contributions (assets) at beginning of year2022-09-30$138,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$4,977,334
Contract administrator fees2022-09-30$87,696
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 name2022-09-30HAINES ISENBARGER & SKIBA, LLC
Accountancy firm EIN2022-09-30522127371
2021 : SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$10,828,869
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$4,700,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$4,600,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$2,796,156
Value of total assets at end of year2021-09-30$46,120,483
Value of total assets at beginning of year2021-09-30$39,991,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$99,608
Total interest from all sources2021-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$1,610,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$1,610,709
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
Contributions received from participants2021-09-30$965,072
Participant contributions at end of year2021-09-30$15,041
Participant contributions at beginning of year2021-09-30$18,340
Assets. Other investments not covered elsewhere at end of year2021-09-30$886
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$3,153
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$320,780
Total non interest bearing cash at end of year2021-09-30$265,784
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$6,128,656
Value of net assets at end of year (total assets less liabilities)2021-09-30$46,120,483
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$39,991,827
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$41,540,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$35,820,559
Value of interest in common/collective trusts at end of year2021-09-30$4,159,335
Value of interest in common/collective trusts at beginning of year2021-09-30$4,064,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$6,408,201
Net investment gain or loss from common/collective trusts2021-09-30$13,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
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
Contributions received in cash from employer2021-09-30$1,510,304
Employer contributions (assets) at end of year2021-09-30$138,778
Employer contributions (assets) at beginning of year2021-09-30$84,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$4,600,605
Contract administrator fees2021-09-30$99,608
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 plan2021-09-30Disclaimer
Accountancy firm name2021-09-30HAINES ISENBARGER & SKIBA, LLC
Accountancy firm EIN2021-09-30522127371
2020 : SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$6,710,953
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$3,602,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$3,517,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$2,420,490
Value of total assets at end of year2020-09-30$39,991,827
Value of total assets at beginning of year2020-09-30$36,883,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$84,770
Total interest from all sources2020-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$1,507,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$1,507,030
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
Contributions received from participants2020-09-30$961,204
Participant contributions at end of year2020-09-30$18,340
Participant contributions at beginning of year2020-09-30$16,746
Assets. Other investments not covered elsewhere at end of year2020-09-30$3,153
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$2,172
Other income not declared elsewhere2020-09-30$304
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$3,108,480
Value of net assets at end of year (total assets less liabilities)2020-09-30$39,991,827
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$36,883,347
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$35,820,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$32,524,112
Value of interest in common/collective trusts at end of year2020-09-30$4,064,970
Value of interest in common/collective trusts at beginning of year2020-09-30$4,222,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$2,695,162
Net investment gain or loss from common/collective trusts2020-09-30$87,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
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$1,459,286
Employer contributions (assets) at end of year2020-09-30$84,805
Employer contributions (assets) at beginning of year2020-09-30$117,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$3,517,703
Contract administrator fees2020-09-30$84,770
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)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30HAINES ISENBARGER & SKIBA, LLC
Accountancy firm EIN2020-09-30522127371
2019 : SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$132
Total unrealized appreciation/depreciation of assets2019-09-30$132
Total income from all sources (including contributions)2019-09-30$3,475,644
Total loss/gain on sale of assets2019-09-30$-117,078
Total of all expenses incurred2019-09-30$2,592,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$2,512,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$2,425,485
Value of total assets at end of year2019-09-30$36,883,347
Value of total assets at beginning of year2019-09-30$36,000,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$80,013
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$1,692,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$1,692,247
Administrative expenses professional fees incurred2019-09-30$80,013
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$1,000,000
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
Contributions received from participants2019-09-30$873,845
Participant contributions at end of year2019-09-30$16,746
Participant contributions at beginning of year2019-09-30$13,703
Assets. Other investments not covered elsewhere at end of year2019-09-30$2,172
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$3,879
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$443
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$882,972
Value of net assets at end of year (total assets less liabilities)2019-09-30$36,883,347
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$36,000,375
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$32,524,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$31,268,498
Value of interest in common/collective trusts at end of year2019-09-30$4,222,348
Value of interest in common/collective trusts at beginning of year2019-09-30$4,599,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-613,248
Net investment gain or loss from common/collective trusts2019-09-30$88,106
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$1,551,197
Employer contributions (assets) at end of year2019-09-30$117,969
Employer contributions (assets) at beginning of year2019-09-30$114,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$2,512,659
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
Aggregate proceeds on sale of assets2019-09-30$5,366,087
Aggregate carrying amount (costs) on sale of assets2019-09-30$5,483,165
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30HAINES ISENBARGER & SKIBA, LLC
Accountancy firm EIN2019-09-30522127371
2018 : SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$396
Total unrealized appreciation/depreciation of assets2018-09-30$396
Total income from all sources (including contributions)2018-09-30$5,790,178
Total loss/gain on sale of assets2018-09-30$82,620
Total of all expenses incurred2018-09-30$3,228,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$3,152,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$2,189,630
Value of total assets at end of year2018-09-30$36,000,375
Value of total assets at beginning of year2018-09-30$33,439,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$76,565
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$1,425,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$1,425,213
Administrative expenses professional fees incurred2018-09-30$76,565
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$1,000,000
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
Contributions received from participants2018-09-30$729,646
Participant contributions at end of year2018-09-30$13,703
Participant contributions at beginning of year2018-09-30$11,197
Assets. Other investments not covered elsewhere at end of year2018-09-30$3,879
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$2,738
Other income not declared elsewhere2018-09-30$45
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$2,561,196
Value of net assets at end of year (total assets less liabilities)2018-09-30$36,000,375
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$33,439,179
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$31,268,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$27,651,376
Value of interest in common/collective trusts at end of year2018-09-30$4,599,443
Value of interest in common/collective trusts at beginning of year2018-09-30$5,663,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$2,013,040
Net investment gain or loss from common/collective trusts2018-09-30$79,234
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$1,459,984
Employer contributions (assets) at end of year2018-09-30$114,852
Employer contributions (assets) at beginning of year2018-09-30$109,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$3,152,417
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
Aggregate proceeds on sale of assets2018-09-30$5,940,471
Aggregate carrying amount (costs) on sale of assets2018-09-30$5,857,851
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30HAINES ISENBARGER & SKIBA, LLC
Accountancy firm EIN2018-09-30522127371
2017 : SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$306
Total unrealized appreciation/depreciation of assets2017-09-30$306
Total income from all sources (including contributions)2017-09-30$5,869,209
Total loss/gain on sale of assets2017-09-30$-133,702
Total of all expenses incurred2017-09-30$2,119,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$2,035,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$2,117,388
Value of total assets at end of year2017-09-30$33,439,179
Value of total assets at beginning of year2017-09-30$29,689,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$83,906
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$892,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$892,959
Administrative expenses professional fees incurred2017-09-30$83,906
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
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
Contributions received from participants2017-09-30$686,234
Participant contributions at end of year2017-09-30$11,197
Participant contributions at beginning of year2017-09-30$12,044
Assets. Other investments not covered elsewhere at end of year2017-09-30$2,738
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$1,787
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-09-30$71,834
Other income not declared elsewhere2017-09-30$23,772
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$3,749,435
Value of net assets at end of year (total assets less liabilities)2017-09-30$33,439,179
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$29,689,744
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$27,651,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$23,694,068
Value of interest in common/collective trusts at end of year2017-09-30$5,663,945
Value of interest in common/collective trusts at beginning of year2017-09-30$5,845,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$2,891,675
Net investment gain or loss from common/collective trusts2017-09-30$76,811
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$1,431,154
Employer contributions (assets) at end of year2017-09-30$109,923
Employer contributions (assets) at beginning of year2017-09-30$136,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$1,964,034
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
Aggregate proceeds on sale of assets2017-09-30$27,688,373
Aggregate carrying amount (costs) on sale of assets2017-09-30$27,822,075
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30HAINES ISENBARGER & SKIBA, LLC
Accountancy firm EIN2017-09-30522127371
2016 : SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$70
Total unrealized appreciation/depreciation of assets2016-09-30$70
Total income from all sources (including contributions)2016-09-30$5,201,748
Total loss/gain on sale of assets2016-09-30$-53,192
Total of all expenses incurred2016-09-30$1,824,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$1,752,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$2,276,309
Value of total assets at end of year2016-09-30$29,689,744
Value of total assets at beginning of year2016-09-30$26,312,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$71,484
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$1,427,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$1,427,761
Administrative expenses professional fees incurred2016-09-30$71,484
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$727,110
Participant contributions at end of year2016-09-30$12,044
Participant contributions at beginning of year2016-09-30$12,651
Assets. Other investments not covered elsewhere at end of year2016-09-30$1,787
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$21,837
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$65,343
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-09-30$79,487
Other income not declared elsewhere2016-09-30$66,889
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$3,377,591
Value of net assets at end of year (total assets less liabilities)2016-09-30$29,689,744
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$26,312,153
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$23,694,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$21,459,160
Value of interest in common/collective trusts at end of year2016-09-30$5,845,821
Value of interest in common/collective trusts at beginning of year2016-09-30$4,701,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$1,403,871
Net investment gain or loss from common/collective trusts2016-09-30$80,040
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$1,483,856
Employer contributions (assets) at end of year2016-09-30$136,024
Employer contributions (assets) at beginning of year2016-09-30$116,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$1,673,186
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
Aggregate proceeds on sale of assets2016-09-30$6,976,991
Aggregate carrying amount (costs) on sale of assets2016-09-30$7,030,183
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30HAINES ISENBARGER & SKIBA, LLC
Accountancy firm EIN2016-09-30522127371
2015 : SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-373
Total unrealized appreciation/depreciation of assets2015-09-30$-373
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$2,026,083
Total loss/gain on sale of assets2015-09-30$-5,211
Total of all expenses incurred2015-09-30$3,212,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$3,156,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$2,182,446
Value of total assets at end of year2015-09-30$26,312,153
Value of total assets at beginning of year2015-09-30$27,498,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$56,216
Total interest from all sources2015-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$1,424,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$1,424,229
Administrative expenses professional fees incurred2015-09-30$56,216
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$712,483
Participant contributions at end of year2015-09-30$12,651
Participant contributions at beginning of year2015-09-30$11,341
Assets. Other investments not covered elsewhere at end of year2015-09-30$21,837
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$22,982
Other income not declared elsewhere2015-09-30$53,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-1,186,357
Value of net assets at end of year (total assets less liabilities)2015-09-30$26,312,153
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$27,498,510
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$21,459,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$22,205,988
Value of interest in common/collective trusts at end of year2015-09-30$4,701,724
Value of interest in common/collective trusts at beginning of year2015-09-30$5,143,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-1,690,056
Net investment gain or loss from common/collective trusts2015-09-30$61,111
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$1,469,963
Employer contributions (assets) at end of year2015-09-30$116,781
Employer contributions (assets) at beginning of year2015-09-30$114,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$3,156,224
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
Aggregate proceeds on sale of assets2015-09-30$10,423,494
Aggregate carrying amount (costs) on sale of assets2015-09-30$10,428,705
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30HAINES ISENBARGER & SKIBA, LLC
Accountancy firm EIN2015-09-30522127371
2014 : SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$2,091
Total unrealized appreciation/depreciation of assets2014-09-30$2,091
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$4,633,106
Total loss/gain on sale of assets2014-09-30$150,868
Total of all expenses incurred2014-09-30$1,488,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$1,486,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$1,842,328
Value of total assets at end of year2014-09-30$27,498,510
Value of total assets at beginning of year2014-09-30$24,353,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$1,950
Total interest from all sources2014-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$793,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$793,879
Administrative expenses professional fees incurred2014-09-30$1,950
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$614,455
Participant contributions at end of year2014-09-30$11,341
Participant contributions at beginning of year2014-09-30$9,422
Assets. Other investments not covered elsewhere at end of year2014-09-30$22,982
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$18,652
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$3,833
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-09-30$58,717
Other income not declared elsewhere2014-09-30$9
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$3,144,598
Value of net assets at end of year (total assets less liabilities)2014-09-30$27,498,510
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$24,353,912
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$22,205,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$19,478,859
Value of interest in common/collective trusts at end of year2014-09-30$5,143,224
Value of interest in common/collective trusts at beginning of year2014-09-30$4,756,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$1,800,266
Net investment gain or loss from common/collective trusts2014-09-30$43,665
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$1,224,040
Employer contributions (assets) at end of year2014-09-30$114,975
Employer contributions (assets) at beginning of year2014-09-30$90,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$1,427,841
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
Aggregate proceeds on sale of assets2014-09-30$2,519,461
Aggregate carrying amount (costs) on sale of assets2014-09-30$2,368,593
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30HAINES ISENBARGER & SKIBA, LLC
Accountancy firm EIN2014-09-30522127371
2013 : SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$1,265
Total unrealized appreciation/depreciation of assets2013-09-30$1,265
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$4,743,683
Total loss/gain on sale of assets2013-09-30$405,261
Total of all expenses incurred2013-09-30$2,347,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$2,343,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$1,804,061
Value of total assets at end of year2013-09-30$24,353,912
Value of total assets at beginning of year2013-09-30$21,957,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$3,666
Total interest from all sources2013-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$348,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$348,464
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$650,434
Participant contributions at end of year2013-09-30$9,422
Participant contributions at beginning of year2013-09-30$9,947
Assets. Other investments not covered elsewhere at end of year2013-09-30$18,652
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$1,886
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$82,351
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-09-30$11,295
Other income not declared elsewhere2013-09-30$5,829
Administrative expenses (other) incurred2013-09-30$3,666
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$2,396,070
Value of net assets at end of year (total assets less liabilities)2013-09-30$24,353,912
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$21,957,842
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$19,478,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$17,186,352
Value of interest in common/collective trusts at end of year2013-09-30$4,756,549
Value of interest in common/collective trusts at beginning of year2013-09-30$4,678,181
Net investment gain or loss from common/collective trusts2013-09-30$54,038
Net gain/loss from 103.12 investment entities2013-09-30$2,124,765
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$1,071,276
Employer contributions (assets) at end of year2013-09-30$90,430
Employer contributions (assets) at beginning of year2013-09-30$81,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$2,332,652
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
Aggregate proceeds on sale of assets2013-09-30$8,161,010
Aggregate carrying amount (costs) on sale of assets2013-09-30$7,755,749
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30HAINES ISENBARGER & SKIBA, LLC
Accountancy firm EIN2013-09-30522127371
2012 : SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$205
Total unrealized appreciation/depreciation of assets2012-09-30$205
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$5,358,825
Total loss/gain on sale of assets2012-09-30$412,583
Total of all expenses incurred2012-09-30$1,643,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$1,641,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$1,744,326
Value of total assets at end of year2012-09-30$21,957,842
Value of total assets at beginning of year2012-09-30$18,242,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$2,284
Total interest from all sources2012-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$285,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$285,674
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$686,414
Participant contributions at end of year2012-09-30$9,947
Participant contributions at beginning of year2012-09-30$10,070
Assets. Other investments not covered elsewhere at end of year2012-09-30$1,886
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$1,115
Administrative expenses (other) incurred2012-09-30$2,284
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$3,715,262
Value of net assets at end of year (total assets less liabilities)2012-09-30$21,957,842
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$18,242,580
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$17,186,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$14,216,503
Value of interest in common/collective trusts at end of year2012-09-30$4,678,181
Value of interest in common/collective trusts at beginning of year2012-09-30$3,909,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$2,850,611
Net investment gain or loss from common/collective trusts2012-09-30$65,426
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$1,057,912
Employer contributions (assets) at end of year2012-09-30$81,476
Employer contributions (assets) at beginning of year2012-09-30$105,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$1,641,279
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
Aggregate proceeds on sale of assets2012-09-30$3,750,320
Aggregate carrying amount (costs) on sale of assets2012-09-30$3,337,737
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30HAINES ISENBARGER & SKIBA, LLC
Accountancy firm EIN2012-09-30522127371
2011 : SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-54
Total unrealized appreciation/depreciation of assets2011-09-30$-54
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$1,419,801
Total loss/gain on sale of assets2011-09-30$652,052
Total of all expenses incurred2011-09-30$1,966,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$1,963,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$1,646,090
Value of total assets at end of year2011-09-30$18,242,580
Value of total assets at beginning of year2011-09-30$18,789,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$2,949
Total interest from all sources2011-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$222,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$222,952
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$614,922
Participant contributions at end of year2011-09-30$10,070
Participant contributions at beginning of year2011-09-30$10,335
Assets. Other investments not covered elsewhere at end of year2011-09-30$1,115
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$3,814
Other income not declared elsewhere2011-09-30$1,932
Administrative expenses (other) incurred2011-09-30$2,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-546,614
Value of net assets at end of year (total assets less liabilities)2011-09-30$18,242,580
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$18,789,194
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$14,216,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$14,591,194
Value of interest in common/collective trusts at end of year2011-09-30$3,909,808
Value of interest in common/collective trusts at beginning of year2011-09-30$4,086,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-1,169,635
Net investment gain or loss from common/collective trusts2011-09-30$66,464
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$1,027,354
Employer contributions (assets) at end of year2011-09-30$105,084
Employer contributions (assets) at beginning of year2011-09-30$101,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$1,963,466
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
Aggregate proceeds on sale of assets2011-09-30$8,288,107
Aggregate carrying amount (costs) on sale of assets2011-09-30$7,636,055
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30HAINES INSENBARGER & SKIBA, LLC
Accountancy firm EIN2011-09-30522127371
2010 : SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN

2021: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle 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 planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle 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 planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
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 – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
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 – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle 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 – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle 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 – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
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 – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: SWVA, INC. COLLECTIVE BARGAINING UNIT RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle 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

GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberGV0000027
Policy instance 1
Insurance contract or identification numberGV0000027
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
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
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberGV0000027
Policy instance 1
Insurance contract or identification numberGV0000027
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
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
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberGV0000027
Policy instance 1
Insurance contract or identification numberGV0000027
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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?No
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
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberGV0000027
Policy instance 1
Insurance contract or identification numberGV0000027
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberGV0000027
Policy instance 1
Insurance contract or identification numberGV0000027
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for group deferred annuity?Yes

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