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THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 401k Plan overview

Plan NameTHE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS
Plan identification number 002

THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE BANK OF CLARENDON has sponsored the creation of one or more 401k plans.

Company Name:THE BANK OF CLARENDON
Employer identification number (EIN):570142030
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01STACEY R. MCINNIS
0022023-01-01
0022023-01-01STACEY R. MCINNIS
0022022-01-01
0022022-01-01STACEY R. MCINNIS
0022021-01-01
0022021-01-01STACEY R. MCINNIS
0022020-01-01
0022019-01-01
0022018-01-01STACEY R. MCINNIS
0022017-01-01STACEY MCINNIS STACEY MCINNIS2018-05-16
0022016-01-01W. LOUIS GRIFFITH
0022015-01-01W. LOUIS GRIFFITH
0022014-01-01W. LOUIS GRIFFITH
0022013-01-01W. LOUIS GRIFFITH
0022012-01-01W. LOUIS GRIFFITH
0022011-01-01W. LOUIS GRIFFITH
0022009-01-01W. LOUIS GRIFFITH STACEY R. MCINNIS2010-07-29

Financial Data on THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS

Measure Date Value
2023 : THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2023 401k financial data
Total income from all sources2023-12-31$1,489,972
Expenses. Total of all expenses incurred2023-12-31$693,217
Benefits paid (including direct rollovers)2023-12-31$675,252
Total plan assets at end of year2023-12-31$11,135,138
Total plan assets at beginning of year2023-12-31$10,338,383
Value of fidelity bond covering the plan2023-12-31$5,000,000
Total contributions received or receivable from participants2023-12-31$276,600
Contributions received from other sources (not participants or employers)2023-12-31$783
Other income received2023-12-31$1,047,229
Net income (gross income less expenses)2023-12-31$796,755
Net plan assets at end of year (total assets less liabilities)2023-12-31$11,135,138
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$10,338,383
Assets. Value of employer securities2023-12-31$4,984,676
Total contributions received or receivable from employer(s)2023-12-31$165,360
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$17,965
2022 : THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2022 401k financial data
Total income from all sources2022-12-31$148,537
Expenses. Total of all expenses incurred2022-12-31$1,005,706
Benefits paid (including direct rollovers)2022-12-31$981,896
Total plan assets at end of year2022-12-31$10,338,383
Total plan assets at beginning of year2022-12-31$11,195,552
Value of fidelity bond covering the plan2022-12-31$5,000,000
Total contributions received or receivable from participants2022-12-31$238,775
Other income received2022-12-31$-258,178
Net income (gross income less expenses)2022-12-31$-857,169
Net plan assets at end of year (total assets less liabilities)2022-12-31$10,338,383
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$11,195,552
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$28,213
Assets. Value of employer securities2022-12-31$5,504,767
Total contributions received or receivable from employer(s)2022-12-31$167,940
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$23,810
2021 : THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2021 401k financial data
Total income from all sources2021-12-31$1,467,136
Expenses. Total of all expenses incurred2021-12-31$815,515
Benefits paid (including direct rollovers)2021-12-31$797,207
Total plan assets at end of year2021-12-31$11,195,552
Total plan assets at beginning of year2021-12-31$10,543,931
Value of fidelity bond covering the plan2021-12-31$5,000,000
Total contributions received or receivable from participants2021-12-31$216,307
Other income received2021-12-31$1,006,608
Net income (gross income less expenses)2021-12-31$651,621
Net plan assets at end of year (total assets less liabilities)2021-12-31$11,195,552
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$10,543,931
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$8,468
Assets. Value of employer securities2021-12-31$5,775,952
Total contributions received or receivable from employer(s)2021-12-31$244,221
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$18,308
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2020 401k financial data
Total income from all sources2020-12-31$1,258,610
Expenses. Total of all expenses incurred2020-12-31$1,174,839
Benefits paid (including direct rollovers)2020-12-31$1,155,046
Total plan assets at end of year2020-12-31$10,543,931
Total plan assets at beginning of year2020-12-31$10,460,160
Value of fidelity bond covering the plan2020-12-31$5,000,000
Total contributions received or receivable from participants2020-12-31$230,887
Other income received2020-12-31$952,363
Net income (gross income less expenses)2020-12-31$83,771
Net plan assets at end of year (total assets less liabilities)2020-12-31$10,543,931
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$10,460,160
Assets. Value of employer securities2020-12-31$5,982,808
Total contributions received or receivable from employer(s)2020-12-31$75,360
Value of corrective distributions2020-12-31$4,356
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$15,437
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$342,558
2019 : THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2019 401k financial data
Total income from all sources2019-12-31$1,306,216
Expenses. Total of all expenses incurred2019-12-31$859,788
Benefits paid (including direct rollovers)2019-12-31$846,687
Total plan assets at end of year2019-12-31$10,460,160
Total plan assets at beginning of year2019-12-31$10,013,732
Value of fidelity bond covering the plan2019-12-31$5,000,000
Total contributions received or receivable from participants2019-12-31$221,114
Other income received2019-12-31$1,000,462
Net income (gross income less expenses)2019-12-31$446,428
Net plan assets at end of year (total assets less liabilities)2019-12-31$10,460,160
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$10,013,732
Assets. Value of employer securities2019-12-31$6,021,624
Total contributions received or receivable from employer(s)2019-12-31$84,640
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$13,101
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$27
Total income from all sources2018-12-31$846,167
Expenses. Total of all expenses incurred2018-12-31$362,306
Benefits paid (including direct rollovers)2018-12-31$351,243
Total plan assets at end of year2018-12-31$10,013,732
Total plan assets at beginning of year2018-12-31$9,529,898
Value of fidelity bond covering the plan2018-12-31$5,000,000
Total contributions received or receivable from participants2018-12-31$213,906
Other income received2018-12-31$507,336
Net income (gross income less expenses)2018-12-31$483,861
Net plan assets at end of year (total assets less liabilities)2018-12-31$10,013,732
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$9,529,871
Assets. Value of employer securities2018-12-31$5,680,411
Total contributions received or receivable from employer(s)2018-12-31$124,925
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$11,063
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2017 401k financial data
Total plan liabilities at end of year2017-12-31$27
Total plan liabilities at beginning of year2017-12-31$27
Total income from all sources2017-12-31$1,170,517
Expenses. Total of all expenses incurred2017-12-31$913,657
Benefits paid (including direct rollovers)2017-12-31$913,657
Total plan assets at end of year2017-12-31$9,529,898
Total plan assets at beginning of year2017-12-31$9,273,038
Value of fidelity bond covering the plan2017-12-31$2,000,000
Total contributions received or receivable from participants2017-12-31$212,391
Other income received2017-12-31$838,126
Net income (gross income less expenses)2017-12-31$256,860
Net plan assets at end of year (total assets less liabilities)2017-12-31$9,529,871
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$9,273,011
Assets. Value of employer securities2017-12-31$5,172,341
Total contributions received or receivable from employer(s)2017-12-31$120,000
2016 : THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2016 401k financial data
Total plan liabilities at end of year2016-12-31$27
Total plan liabilities at beginning of year2016-12-31$27
Total income from all sources2016-12-31$890,109
Expenses. Total of all expenses incurred2016-12-31$250,165
Benefits paid (including direct rollovers)2016-12-31$250,165
Total plan assets at end of year2016-12-31$9,273,039
Total plan assets at beginning of year2016-12-31$8,633,095
Value of fidelity bond covering the plan2016-12-31$2,000,000
Total contributions received or receivable from participants2016-12-31$214,434
Other income received2016-12-31$555,675
Net income (gross income less expenses)2016-12-31$639,944
Net plan assets at end of year (total assets less liabilities)2016-12-31$9,273,012
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$8,633,068
Assets. Value of employer securities2016-12-31$4,992,950
Total contributions received or receivable from employer(s)2016-12-31$120,000
2015 : THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2015 401k financial data
Total plan liabilities at end of year2015-12-31$27
Total plan liabilities at beginning of year2015-12-31$27
Total income from all sources2015-12-31$581,847
Expenses. Total of all expenses incurred2015-12-31$203,156
Benefits paid (including direct rollovers)2015-12-31$203,156
Total plan assets at end of year2015-12-31$8,633,095
Total plan assets at beginning of year2015-12-31$8,254,404
Value of fidelity bond covering the plan2015-12-31$2,000,000
Total contributions received or receivable from participants2015-12-31$207,419
Other income received2015-12-31$254,428
Net income (gross income less expenses)2015-12-31$378,691
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,633,068
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$8,254,377
Assets. Value of employer securities2015-12-31$4,785,554
Total contributions received or receivable from employer(s)2015-12-31$120,000
2014 : THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2014 401k financial data
Total plan liabilities at end of year2014-12-31$27
Total plan liabilities at beginning of year2014-12-31$27
Total income from all sources2014-12-31$792,465
Expenses. Total of all expenses incurred2014-12-31$666,260
Benefits paid (including direct rollovers)2014-12-31$666,260
Total plan assets at end of year2014-12-31$8,254,404
Total plan assets at beginning of year2014-12-31$8,128,199
Value of fidelity bond covering the plan2014-12-31$2,000,000
Total contributions received or receivable from participants2014-12-31$219,243
Other income received2014-12-31$453,222
Net income (gross income less expenses)2014-12-31$126,205
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,254,377
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,128,172
Assets. Value of employer securities2014-12-31$4,560,582
Total contributions received or receivable from employer(s)2014-12-31$120,000
2013 : THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2013 401k financial data
Total plan liabilities at end of year2013-12-31$27
Total plan liabilities at beginning of year2013-12-31$27
Total income from all sources2013-12-31$1,094,749
Expenses. Total of all expenses incurred2013-12-31$261,114
Benefits paid (including direct rollovers)2013-12-31$261,114
Total plan assets at end of year2013-12-31$8,128,199
Total plan assets at beginning of year2013-12-31$7,294,564
Value of fidelity bond covering the plan2013-12-31$2,000,000
Total contributions received or receivable from participants2013-12-31$219,936
Other income received2013-12-31$754,813
Net income (gross income less expenses)2013-12-31$833,635
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,128,172
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,294,537
Assets. Value of employer securities2013-12-31$4,369,900
Total contributions received or receivable from employer(s)2013-12-31$120,000
2012 : THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2012 401k financial data
Total plan liabilities at end of year2012-12-31$27
Total plan liabilities at beginning of year2012-12-31$27
Total income from all sources2012-12-31$747,538
Expenses. Total of all expenses incurred2012-12-31$99,501
Benefits paid (including direct rollovers)2012-12-31$99,501
Total plan assets at end of year2012-12-31$7,294,564
Total plan assets at beginning of year2012-12-31$6,646,527
Value of fidelity bond covering the plan2012-12-31$2,000,000
Total contributions received or receivable from participants2012-12-31$211,918
Contributions received from other sources (not participants or employers)2012-12-31$62,750
Other income received2012-12-31$352,870
Net income (gross income less expenses)2012-12-31$648,037
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,294,537
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,646,500
Assets. Value of employer securities2012-12-31$4,039,270
Total contributions received or receivable from employer(s)2012-12-31$120,000
2011 : THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2011 401k financial data
Total plan liabilities at end of year2011-12-31$27
Total plan liabilities at beginning of year2011-12-31$27
Total income from all sources2011-12-31$689,970
Expenses. Total of all expenses incurred2011-12-31$53,337
Benefits paid (including direct rollovers)2011-12-31$53,337
Total plan assets at end of year2011-12-31$6,646,527
Total plan assets at beginning of year2011-12-31$6,009,894
Value of fidelity bond covering the plan2011-12-31$2,000,000
Total contributions received or receivable from participants2011-12-31$195,338
Contributions received from other sources (not participants or employers)2011-12-31$6,818
Other income received2011-12-31$367,814
Net income (gross income less expenses)2011-12-31$636,633
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,646,500
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,009,867
Assets. Value of employer securities2011-12-31$4,040,818
Total contributions received or receivable from employer(s)2011-12-31$120,000
2010 : THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2010 401k financial data
Total plan liabilities at end of year2010-12-31$27
Total plan liabilities at beginning of year2010-12-31$27
Total income from all sources2010-12-31$831,092
Expenses. Total of all expenses incurred2010-12-31$353,461
Benefits paid (including direct rollovers)2010-12-31$353,461
Total plan assets at end of year2010-12-31$6,009,894
Total plan assets at beginning of year2010-12-31$5,532,263
Value of fidelity bond covering the plan2010-12-31$2,000,000
Total contributions received or receivable from participants2010-12-31$185,995
Other income received2010-12-31$525,097
Net income (gross income less expenses)2010-12-31$477,631
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,009,867
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,532,236
Assets. Value of employer securities2010-12-31$3,803,612
Total contributions received or receivable from employer(s)2010-12-31$120,000

Form 5500 Responses for THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS

2023: THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE BANK OF CLARENDON ESOP WITH 401(K) PROVISIONS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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