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Plan Name | MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | DBA EMPLOYERS COUNCIL |
Employer identification number (EIN): | 840172643 |
NAIC Classification: | 541600 |
Additional information about DBA EMPLOYERS COUNCIL
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1939-05-11 |
Company Identification Number: | 19871110119 |
Legal Registered Office Address: |
1290 N Broadway Ste 1500 Denver United States of America (USA) 80203 |
More information about DBA EMPLOYERS COUNCIL
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | JULIE MCLAUGHLIN | JULIE MCLAUGHLIN | 2018-09-20 | |
001 | 2016-01-01 | JULIE MCLAUGHLIN | JULIE MCLAUGHLIN | 2017-10-06 | |
001 | 2015-01-01 | JULIE A. MCLAUGHLIN | JULIE A. MCLAUGHLIN | 2016-10-06 | |
001 | 2014-01-01 | JULIE A. MCLAUGHLIN | JULIE A. MCLAUGHLIN | 2015-10-14 | |
001 | 2013-01-01 | JULIE A. MCLAUGHLIN | JULIE A. MCLAUGHLIN | 2014-10-14 | |
001 | 2012-01-01 | JULIE A. MCLAUGHLIN | JULIE A. MCLAUGHLIN | 2013-10-14 | |
001 | 2011-01-01 | JULIE A. MCLAUGHLIN | JULIE A. MCLAUGHLIN | 2012-10-10 | |
001 | 2009-01-01 | JULIE A. MCLAUGHLIN | JULIE A. MCLAUGHLIN | 2010-10-11 |
Measure | Date | Value |
---|---|---|
2022: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 43,116,693 |
Acturial value of plan assets | 2022-12-31 | 40,665,140 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 8,295,074 |
Number of terminated vested participants | 2022-12-31 | 116 |
Fundng target for terminated vested participants | 2022-12-31 | 9,828,167 |
Active participant vested funding target | 2022-12-31 | 8,841,426 |
Number of active participants | 2022-12-31 | 113 |
Total funding liabilities for active participants | 2022-12-31 | 9,037,826 |
Total participant count | 2022-12-31 | 288 |
Total funding target for all participants | 2022-12-31 | 27,161,067 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 3,632,063 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 3,632,063 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 2,432,076 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 2,567,786 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 4,120,212 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 1,200,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 1,163,629 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 1,164,521 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 1,163,629 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 287 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 111 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 61 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 119 |
Total of all active and inactive participants | 2022-01-01 | 291 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 3 |
Total participants | 2022-01-01 | 294 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 14 |
2021: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 38,584,276 |
Acturial value of plan assets | 2021-12-31 | 36,141,255 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 8,077,437 |
Number of terminated vested participants | 2021-12-31 | 97 |
Fundng target for terminated vested participants | 2021-12-31 | 8,620,631 |
Active participant vested funding target | 2021-12-31 | 9,964,955 |
Number of active participants | 2021-12-31 | 124 |
Total funding liabilities for active participants | 2021-12-31 | 10,251,210 |
Total participant count | 2021-12-31 | 278 |
Total funding target for all participants | 2021-12-31 | 26,949,278 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 3,286,935 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 3,286,935 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 1,949,869 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 2,053,797 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 3,632,063 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 2,500,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 2,432,076 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 1,223,541 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 2,432,076 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 277 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 113 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 56 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 115 |
Total of all active and inactive participants | 2021-01-01 | 284 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 3 |
Total participants | 2021-01-01 | 287 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 8 |
2020: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 37,359,031 |
Acturial value of plan assets | 2020-12-31 | 35,931,490 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 5,547,567 |
Number of terminated vested participants | 2020-12-31 | 88 |
Fundng target for terminated vested participants | 2020-12-31 | 8,271,969 |
Active participant vested funding target | 2020-12-31 | 14,874,303 |
Number of active participants | 2020-12-31 | 152 |
Total funding liabilities for active participants | 2020-12-31 | 15,198,347 |
Total participant count | 2020-12-31 | 287 |
Total funding target for all participants | 2020-12-31 | 29,017,883 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 2,762,130 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 2,762,130 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 1,862,087 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 1,964,316 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 3,286,935 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 2,000,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 1,949,869 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 1,611,517 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 1,949,869 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 286 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 124 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 52 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 97 |
Total of all active and inactive participants | 2020-01-01 | 273 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 4 |
Total participants | 2020-01-01 | 277 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 21 |
2019: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 30,796,335 |
Acturial value of plan assets | 2019-12-31 | 32,480,192 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 4,079,768 |
Number of terminated vested participants | 2019-12-31 | 87 |
Fundng target for terminated vested participants | 2019-12-31 | 8,391,220 |
Active participant vested funding target | 2019-12-31 | 14,341,262 |
Number of active participants | 2019-12-31 | 150 |
Total funding liabilities for active participants | 2019-12-31 | 14,823,386 |
Total participant count | 2019-12-31 | 277 |
Total funding target for all participants | 2019-12-31 | 27,294,374 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 2,901,397 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 2,901,397 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 1,872,499 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 1,978,108 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 2,762,130 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 1,910,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 1,862,087 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 1,516,397 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 1,862,087 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 276 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 152 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 42 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 88 |
Total of all active and inactive participants | 2019-01-01 | 282 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 4 |
Total participants | 2019-01-01 | 286 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 11 |
2018: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 35,013,499 |
Acturial value of plan assets | 2018-12-31 | 33,107,973 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 3,732,571 |
Number of terminated vested participants | 2018-12-31 | 86 |
Fundng target for terminated vested participants | 2018-12-31 | 9,447,637 |
Active participant vested funding target | 2018-12-31 | 14,652,425 |
Number of active participants | 2018-12-31 | 148 |
Total funding liabilities for active participants | 2018-12-31 | 14,998,036 |
Total participant count | 2018-12-31 | 270 |
Total funding target for all participants | 2018-12-31 | 28,178,244 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 2,531,760 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 2,531,760 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 1,774,895 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,877,839 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 2,901,397 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 1,922,615 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 1,872,499 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 1,478,272 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 1,872,499 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 269 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 150 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 35 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 87 |
Total of all active and inactive participants | 2018-01-01 | 272 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 4 |
Total participants | 2018-01-01 | 276 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 7 |
2017: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 29,839,251 |
Acturial value of plan assets | 2017-12-31 | 29,972,015 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 3,973,776 |
Number of terminated vested participants | 2017-12-31 | 80 |
Fundng target for terminated vested participants | 2017-12-31 | 5,319,384 |
Active participant vested funding target | 2017-12-31 | 15,516,532 |
Number of active participants | 2017-12-31 | 155 |
Total funding liabilities for active participants | 2017-12-31 | 15,882,283 |
Total participant count | 2017-12-31 | 269 |
Total funding target for all participants | 2017-12-31 | 25,175,443 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 2,307,894 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 2,307,894 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 1,897,943 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 2,011,440 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 2,531,760 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 1,826,305 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 1,774,895 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,554,594 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 1,774,895 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 267 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 148 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 85 |
Total of all active and inactive participants | 2017-01-01 | 263 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 6 |
Total participants | 2017-01-01 | 269 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 8 |
2016: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 26,598,050 |
Acturial value of plan assets | 2016-12-31 | 28,105,359 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 3,585,898 |
Number of terminated vested participants | 2016-12-31 | 76 |
Fundng target for terminated vested participants | 2016-12-31 | 4,586,878 |
Active participant vested funding target | 2016-12-31 | 14,470,972 |
Number of active participants | 2016-12-31 | 147 |
Total funding liabilities for active participants | 2016-12-31 | 14,736,242 |
Total participant count | 2016-12-31 | 254 |
Total funding target for all participants | 2016-12-31 | 22,909,018 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 2,331,206 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 2,331,206 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 1,624,952 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 1,725,537 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 2,307,894 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 1,958,400 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 1,897,943 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 1,480,611 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 1,897,943 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 252 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 155 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 28 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 79 |
Total of all active and inactive participants | 2016-01-01 | 262 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 5 |
Total participants | 2016-01-01 | 267 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 10 |
2015: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 240 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 147 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 25 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 75 |
Total of all active and inactive participants | 2015-01-01 | 247 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 5 |
Total participants | 2015-01-01 | 252 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 15 |
2014: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 224 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 145 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 24 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 66 |
Total of all active and inactive participants | 2014-01-01 | 235 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 5 |
Total participants | 2014-01-01 | 240 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 5 |
2013: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 216 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 133 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 64 |
Total of all active and inactive participants | 2013-01-01 | 219 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 5 |
Total participants | 2013-01-01 | 224 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 6 |
2012: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 220 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 130 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 64 |
Total of all active and inactive participants | 2012-01-01 | 211 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 5 |
Total participants | 2012-01-01 | 216 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 9 |
2011: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 206 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 140 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 62 |
Total of all active and inactive participants | 2011-01-01 | 215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 5 |
Total participants | 2011-01-01 | 220 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2009: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 203 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 131 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 57 |
Total of all active and inactive participants | 2009-01-01 | 199 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 3 |
Total participants | 2009-01-01 | 202 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 8 |
Measure | Date | Value |
---|---|---|
2022 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-5,060,649 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,101,702 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,973,601 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,200,000 |
Value of total assets at end of year | 2022-12-31 | $35,954,342 |
Value of total assets at beginning of year | 2022-12-31 | $43,116,693 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $128,101 |
Total interest from all sources | 2022-12-31 | $1,809 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $946,818 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $946,818 |
Administrative expenses professional fees incurred | 2022-12-31 | $66,701 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $614 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $52 |
Administrative expenses (other) incurred | 2022-12-31 | $1,575 |
Total non interest bearing cash at end of year | 2022-12-31 | $-3,437 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $-2,200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-7,162,351 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $35,954,342 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $43,116,693 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $4,300 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $35,896,134 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $42,855,376 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $61,031 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $263,517 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $263,517 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,809 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,209,328 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,973,601 |
Contract administrator fees | 2022-12-31 | $55,525 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | EIDE BAILLY |
Accountancy firm EIN | 2022-12-31 | 450250958 |
2021 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $7,697,878 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,165,461 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,051,660 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,500,000 |
Value of total assets at end of year | 2021-12-31 | $43,116,693 |
Value of total assets at beginning of year | 2021-12-31 | $38,584,276 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $113,801 |
Total interest from all sources | 2021-12-31 | $21 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $891,136 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $891,136 |
Administrative expenses professional fees incurred | 2021-12-31 | $63,895 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $1 |
Other income not declared elsewhere | 2021-12-31 | $56 |
Administrative expenses (other) incurred | 2021-12-31 | $23,822 |
Total non interest bearing cash at end of year | 2021-12-31 | $-2,200 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,532,417 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $43,116,693 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $38,584,276 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $26,084 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $42,855,376 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $38,510,375 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $263,517 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $73,900 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $73,900 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $21 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,306,665 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,051,660 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2021-12-31 | 381357951 |
2020 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $5,850,790 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $4,625,545 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,507,355 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,000,000 |
Value of total assets at end of year | 2020-12-31 | $38,584,276 |
Value of total assets at beginning of year | 2020-12-31 | $37,359,031 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $118,190 |
Total interest from all sources | 2020-12-31 | $379 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $712,312 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $712,312 |
Administrative expenses professional fees incurred | 2020-12-31 | $68,368 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $1 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $51 |
Other income not declared elsewhere | 2020-12-31 | $144 |
Administrative expenses (other) incurred | 2020-12-31 | $23,738 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,225,245 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $38,584,276 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $37,359,031 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $26,084 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $38,510,375 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $37,246,208 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $73,900 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $112,772 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $112,772 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $379 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,137,955 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,507,355 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2020-12-31 | 381357951 |
2019 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $7,877,917 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,315,221 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,197,452 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,910,000 |
Value of total assets at end of year | 2019-12-31 | $37,359,031 |
Value of total assets at beginning of year | 2019-12-31 | $30,796,335 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $117,769 |
Total interest from all sources | 2019-12-31 | $1,531 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $907,403 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $907,403 |
Administrative expenses professional fees incurred | 2019-12-31 | $68,750 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $51 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $79 |
Other income not declared elsewhere | 2019-12-31 | $206 |
Administrative expenses (other) incurred | 2019-12-31 | $23,505 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $6,562,696 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $37,359,031 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $30,796,335 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $25,514 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $37,246,208 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $30,766,250 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $112,772 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $30,006 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $30,006 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,531 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,058,777 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,910,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,197,452 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2019-12-31 | 381357951 |
2018 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $344,800 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $4,561,964 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,436,465 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,922,615 |
Value of total assets at end of year | 2018-12-31 | $30,796,335 |
Value of total assets at beginning of year | 2018-12-31 | $35,013,499 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $125,499 |
Total interest from all sources | 2018-12-31 | $2,718 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $818,935 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $818,935 |
Administrative expenses professional fees incurred | 2018-12-31 | $78,823 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $79 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $34 |
Other income not declared elsewhere | 2018-12-31 | $161 |
Administrative expenses (other) incurred | 2018-12-31 | $21,906 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-4,217,164 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $30,796,335 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $35,013,499 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $24,770 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $30,766,250 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $34,982,689 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $30,006 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $30,776 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $30,776 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $2,718 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,399,629 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,922,615 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,436,465 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2018-12-31 | 381357951 |
2017 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $6,276,122 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,101,874 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,006,198 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,826,305 |
Value of total assets at end of year | 2017-12-31 | $35,013,499 |
Value of total assets at beginning of year | 2017-12-31 | $29,839,251 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $95,676 |
Total interest from all sources | 2017-12-31 | $357 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $720,959 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $720,959 |
Administrative expenses professional fees incurred | 2017-12-31 | $51,704 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $34 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $40 |
Other income not declared elsewhere | 2017-12-31 | $60 |
Administrative expenses (other) incurred | 2017-12-31 | $19,923 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $5,174,248 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $35,013,499 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $29,839,251 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $24,049 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $34,982,689 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $29,628,063 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $30,776 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $211,148 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $211,148 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $357 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,728,441 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,826,305 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,006,198 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | EKS&H LLLP |
Accountancy firm EIN | 2017-12-31 | 461497033 |
2016 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,602,824 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,361,623 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,260,225 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,958,400 |
Value of total assets at end of year | 2016-12-31 | $29,839,251 |
Value of total assets at beginning of year | 2016-12-31 | $26,598,050 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $101,398 |
Total interest from all sources | 2016-12-31 | $80 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $718,524 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $718,524 |
Administrative expenses professional fees incurred | 2016-12-31 | $60,110 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $40 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $110 |
Administrative expenses (other) incurred | 2016-12-31 | $17,939 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,241,201 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $29,839,251 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $26,598,050 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $23,349 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $29,628,063 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $26,561,561 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $211,148 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $36,489 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $36,489 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $80 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,925,710 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,958,400 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,260,225 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | EKS&H LLLP |
Accountancy firm EIN | 2016-12-31 | 461497033 |
2015 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,454,685 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $489,274 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $407,943 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,676,447 |
Value of total assets at end of year | 2015-12-31 | $26,598,050 |
Value of total assets at beginning of year | 2015-12-31 | $25,632,639 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $81,331 |
Total interest from all sources | 2015-12-31 | $3 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $625,500 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $625,500 |
Administrative expenses professional fees incurred | 2015-12-31 | $44,982 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Administrative expenses (other) incurred | 2015-12-31 | $13,680 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $965,411 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $26,598,050 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $25,632,639 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $22,669 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $26,561,561 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $25,596,521 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $36,489 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $36,118 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $36,118 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $3 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-847,265 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,676,447 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $407,943 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | EKS&H LLLP |
Accountancy firm EIN | 2015-12-31 | 461497033 |
2014 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $2,775,560 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $893,018 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $814,788 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,500,000 |
Value of total assets at end of year | 2014-12-31 | $25,632,639 |
Value of total assets at beginning of year | 2014-12-31 | $23,750,097 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $78,230 |
Total interest from all sources | 2014-12-31 | $5 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $649,138 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $649,138 |
Administrative expenses professional fees incurred | 2014-12-31 | $46,629 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other income not declared elsewhere | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $10,976 |
Total non interest bearing cash at end of year | 2014-12-31 | $36,118 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $34,508 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,882,542 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $25,632,639 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $23,750,097 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $20,625 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $25,596,521 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $23,715,589 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $5 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $626,417 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $814,788 |
Contract administrator fees | 2014-12-31 | $0 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | EKS&H LLLP |
Accountancy firm EIN | 2014-12-31 | 461497033 |
2013 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $5,401,248 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,632,419 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,554,306 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,862,341 |
Value of total assets at end of year | 2013-12-31 | $23,750,097 |
Value of total assets at beginning of year | 2013-12-31 | $20,981,268 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $78,113 |
Total interest from all sources | 2013-12-31 | $18 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $427,153 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $427,153 |
Administrative expenses professional fees incurred | 2013-12-31 | $54,778 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Administrative expenses (other) incurred | 2013-12-31 | $9,072 |
Total non interest bearing cash at end of year | 2013-12-31 | $34,508 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $24,488 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,768,829 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $23,750,097 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $20,981,268 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $14,263 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $23,715,589 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $20,956,780 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $18 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,111,736 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,862,341 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,554,306 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | EKS&H LLLP |
Accountancy firm EIN | 2013-12-31 | 461497033 |
2012 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $4,918,949 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,900,152 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,816,326 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,977,848 |
Value of total assets at end of year | 2012-12-31 | $20,981,268 |
Value of total assets at beginning of year | 2012-12-31 | $17,962,471 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $83,826 |
Total interest from all sources | 2012-12-31 | $6 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $549,721 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $549,721 |
Administrative expenses professional fees incurred | 2012-12-31 | $57,116 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Other income not declared elsewhere | 2012-12-31 | $52 |
Administrative expenses (other) incurred | 2012-12-31 | $14,360 |
Total non interest bearing cash at end of year | 2012-12-31 | $24,488 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $18,285 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,018,797 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $20,981,268 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $17,962,471 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $12,350 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $20,956,780 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $17,944,186 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $6 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,391,322 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,977,848 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,816,326 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | EKS&H LLLP |
Accountancy firm EIN | 2012-12-31 | 461497033 |
2011 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,622,858 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,347,962 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,284,347 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,700,000 |
Value of total assets at end of year | 2011-12-31 | $17,962,471 |
Value of total assets at beginning of year | 2011-12-31 | $17,687,575 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $63,615 |
Total interest from all sources | 2011-12-31 | $2 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $508,947 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $508,947 |
Administrative expenses professional fees incurred | 2011-12-31 | $44,300 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $88,268 |
Other income not declared elsewhere | 2011-12-31 | $28 |
Administrative expenses (other) incurred | 2011-12-31 | $6,965 |
Total non interest bearing cash at end of year | 2011-12-31 | $18,285 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $17,278 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $274,896 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $17,962,471 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $17,687,575 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $12,350 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $17,944,186 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $17,582,029 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-586,119 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,700,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,284,347 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | EHRHARDT KEEFE STEINER & HOTTMAN PC |
Accountancy firm EIN | 2011-12-31 | 840869721 |
2010 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $3,798,433 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $426,209 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $363,917 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,904,435 |
Value of total assets at end of year | 2010-12-31 | $17,687,575 |
Value of total assets at beginning of year | 2010-12-31 | $14,315,351 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $62,292 |
Total interest from all sources | 2010-12-31 | $4 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $359,242 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $359,242 |
Administrative expenses professional fees incurred | 2010-12-31 | $42,849 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $88,268 |
Other income not declared elsewhere | 2010-12-31 | $23 |
Administrative expenses (other) incurred | 2010-12-31 | $7,070 |
Total non interest bearing cash at end of year | 2010-12-31 | $17,278 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $321,070 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,372,224 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $17,687,575 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $14,315,351 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $12,373 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $17,582,029 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $13,994,281 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $4 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,534,729 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,904,435 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $363,917 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | EHRHARDT KEEFE STEINER & HOTTMAN PC |
Accountancy firm EIN | 2010-12-31 | 840869721 |
2009 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |