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LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 401k Plan overview

Plan NameLABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA
Plan identification number 501

LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Other welfare benefit cover

401k Sponsoring company profile

BD OF TRUSTEES LABORERS & OPER ENG UTILITY AGRMT VAC SAVING TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:BD OF TRUSTEES LABORERS & OPER ENG UTILITY AGRMT VAC SAVING TRUST FUND
Employer identification number (EIN):860576429
NAIC Classification:237100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012018-01-01MICHAEL DEA
5012017-01-01ROMAN FEHER ROMAN FEHER2018-10-12
5012016-01-01ROMAN FEHER ROCK MCHENRY2017-08-10
5012015-01-01RAYMOND MONTOYA JIM WILLIAMS2016-09-15
5012014-01-01MICHAEL LEE
5012013-01-01RAUL GARCIA JR
5012012-01-01JAVIL DELGADO
5012011-01-01RAUL GARCIA
5012009-01-01JAVIL DELGADO

Plan Statistics for LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA

401k plan membership statisitcs for LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA

Measure Date Value
2018: LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2018 401k membership
Total participants, beginning-of-year2018-01-010
Total number of active participants reported on line 7a of the Form 55002018-01-010
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-010
2017: LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-010
2016: LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2016 401k membership
Total participants, beginning-of-year2016-01-010
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-010
2015: LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Number of employers contributing to the scheme2015-01-010
2014: LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-010
2013: LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-010
Total of all active and inactive participants2013-01-010
Total participants2013-01-010
Number of employers contributing to the scheme2013-01-010
2012: LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of employers contributing to the scheme2012-01-011
2011: LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of employers contributing to the scheme2011-01-013
2009: LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2009 401k membership
Total participants, beginning-of-year2009-01-011,178
Total number of active participants reported on line 7a of the Form 55002009-01-01588
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01588

Financial Data on LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA

Measure Date Value
2018 : LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2018 401k financial data
Transfers to/from the plan2018-07-31$-152,047
Total plan liabilities at end of year2018-07-31$0
Total plan liabilities at beginning of year2018-07-31$0
Total income from all sources2018-07-31$1,704
Expenses. Total of all expenses incurred2018-07-31$1,917
Total plan assets at end of year2018-07-31$0
Total plan assets at beginning of year2018-07-31$152,260
Value of fidelity bond covering the plan2018-07-31$500,000
Expenses. Other expenses not covered elsewhere2018-07-31$1,617
Other income received2018-07-31$1,704
Net income (gross income less expenses)2018-07-31$-213
Net plan assets at end of year (total assets less liabilities)2018-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-07-31$152,260
Expenses. Administrative service providers (salaries,fees and commissions)2018-07-31$300
2017 : LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2017 401k financial data
Total income from all sources2017-12-31$0
Expenses. Total of all expenses incurred2017-12-31$3,890
Total plan assets at end of year2017-12-31$152,260
Total plan assets at beginning of year2017-12-31$156,150
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$2,690
Net income (gross income less expenses)2017-12-31$-3,890
Net plan assets at end of year (total assets less liabilities)2017-12-31$152,260
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$156,150
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,200
2016 : LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2016 401k financial data
Total income from all sources2016-12-31$1,935
Expenses. Total of all expenses incurred2016-12-31$2,673
Total plan assets at end of year2016-12-31$156,150
Total plan assets at beginning of year2016-12-31$156,888
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$1,173
Other income received2016-12-31$1,935
Net income (gross income less expenses)2016-12-31$-738
Net plan assets at end of year (total assets less liabilities)2016-12-31$156,150
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$156,888
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,500
2015 : LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2015 401k financial data
Total income from all sources2015-12-31$0
Expenses. Total of all expenses incurred2015-12-31$3,456
Total plan assets at end of year2015-12-31$156,888
Total plan assets at beginning of year2015-12-31$160,344
Value of fidelity bond covering the plan2015-12-31$500,000
Expenses. Other expenses not covered elsewhere2015-12-31$2,256
Net income (gross income less expenses)2015-12-31$-3,456
Net plan assets at end of year (total assets less liabilities)2015-12-31$156,888
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$160,344
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,200
2014 : LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2014 401k financial data
Total income from all sources2014-12-31$1,053
Expenses. Total of all expenses incurred2014-12-31$5,132
Total plan assets at end of year2014-12-31$160,344
Total plan assets at beginning of year2014-12-31$164,423
Value of fidelity bond covering the plan2014-12-31$200,000
Expenses. Other expenses not covered elsewhere2014-12-31$2,732
Other income received2014-12-31$1,053
Net income (gross income less expenses)2014-12-31$-4,079
Net plan assets at end of year (total assets less liabilities)2014-12-31$160,344
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$164,423
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,400
2013 : LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$1,116
Total income from all sources2013-12-31$482
Expenses. Total of all expenses incurred2013-12-31$-511
Total plan assets at end of year2013-12-31$164,423
Total plan assets at beginning of year2013-12-31$164,546
Value of fidelity bond covering the plan2013-12-31$200,000
Expenses. Other expenses not covered elsewhere2013-12-31$122
Contributions received from other sources (not participants or employers)2013-12-31$482
Net income (gross income less expenses)2013-12-31$993
Net plan assets at end of year (total assets less liabilities)2013-12-31$164,423
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$163,430
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$-633
2012 : LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2012 401k financial data
Total plan liabilities at end of year2012-12-31$1,116
Total plan liabilities at beginning of year2012-12-31$2,634
Total income from all sources2012-12-31$10,853
Expenses. Total of all expenses incurred2012-12-31$7,413
Total plan assets at end of year2012-12-31$164,546
Total plan assets at beginning of year2012-12-31$162,625
Value of fidelity bond covering the plan2012-12-31$200,000
Expenses. Other expenses not covered elsewhere2012-12-31$2,527
Contributions received from other sources (not participants or employers)2012-12-31$10,842
Other income received2012-12-31$11
Net income (gross income less expenses)2012-12-31$3,440
Net plan assets at end of year (total assets less liabilities)2012-12-31$163,430
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$159,991
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,886
2011 : LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2011 401k financial data
Total plan liabilities at end of year2011-12-31$2,634
Total plan liabilities at beginning of year2011-12-31$2,596
Total income from all sources2011-12-31$10,025
Expenses. Total of all expenses incurred2011-12-31$12,507
Total plan assets at end of year2011-12-31$162,625
Total plan assets at beginning of year2011-12-31$165,069
Value of fidelity bond covering the plan2011-12-31$200,000
Expenses. Other expenses not covered elsewhere2011-12-31$12,507
Contributions received from other sources (not participants or employers)2011-12-31$10,009
Other income received2011-12-31$16
Net income (gross income less expenses)2011-12-31$-2,482
Net plan assets at end of year (total assets less liabilities)2011-12-31$159,991
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$162,473
2010 : LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,596
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$121,882
Total income from all sources (including contributions)2010-12-31$23,859
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$18,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$23,848
Value of total assets at end of year2010-12-31$165,069
Value of total assets at beginning of year2010-12-31$279,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,602
Total interest from all sources2010-12-31$11
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$5,785
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$23,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1
Administrative expenses (other) incurred2010-12-31$4,671
Liabilities. Value of operating payables at end of year2010-12-31$2,596
Liabilities. Value of operating payables at beginning of year2010-12-31$5,278
Total non interest bearing cash at end of year2010-12-31$64,905
Total non interest bearing cash at beginning of year2010-12-31$157,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,257
Value of net assets at end of year (total assets less liabilities)2010-12-31$162,473
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$157,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$99,304
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$119,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$119,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contract administrator fees2010-12-31$8,146
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$116,604
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$860
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$1,841
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ZOBEL & HALL, P.C.
Accountancy firm EIN2010-12-31860511407

Form 5500 Responses for LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA

2018: LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT VACATION SAVINGS TRUST FUND FOR ARIZONA 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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