401k Plan data: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN plan

NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN
Plan identification number	002

NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BOT OF THE NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS & RETIREMEN has sponsored the creation of one or more 401k plans.

Company Name: BOT OF THE NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS & RETIREMEN

Employer identification number (EIN): 900724512

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 ANGELA STROUD 2023-10-03 ELIZABETH DELUCA 2023-10-04
002 2021-01-01 ANGELA STROUD 2023-02-14
002 2020-01-01 ELIZABETH DELUCA 2021-10-13 FRANK STROUD 2021-10-13
002 2019-01-01 ELIZABETH DELUCA 2020-10-12 FRANK STRUD 2020-10-12
002 2018-01-01 ELIZABETH DELUCA 2019-10-09 FRANK STROUD 2019-10-09
002 2017-01-01
002 2016-01-01
002 2015-01-01 ROBERT FIASCONE
002 2014-11-01 ROBERT FIASCONE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	ANGELA STROUD	2023-10-03	ELIZABETH DELUCA	2023-10-04
002	2021-01-01	ANGELA STROUD	2023-02-14
002	2020-01-01	ELIZABETH DELUCA	2021-10-13	FRANK STROUD	2021-10-13
002	2019-01-01	ELIZABETH DELUCA	2020-10-12	FRANK STRUD	2020-10-12
002	2018-01-01	ELIZABETH DELUCA	2019-10-09	FRANK STROUD	2019-10-09
002	2017-01-01
002	2016-01-01
002	2015-01-01	ROBERT FIASCONE
002	2014-11-01	ROBERT FIASCONE

Plan Statistics for NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 423
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 62
Number of retired or separated participants receiving benefits 2022-01-01 245
Number of other retired or separated participants entitled to future benefits 2022-01-01 116
Total of all active and inactive participants 2022-01-01 423
Total participants 2022-01-01 423
Number of participants with account balances 2022-01-01 340
Number of employers contributing to the scheme 2022-01-01 1
2021: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 422
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 50
Number of retired or separated participants receiving benefits 2021-01-01 84
Number of other retired or separated participants entitled to future benefits 2021-01-01 289
Total of all active and inactive participants 2021-01-01 423
Total participants 2021-01-01 423
Number of participants with account balances 2021-01-01 384
Number of employers contributing to the scheme 2021-01-01 3
2020: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 50
Number of retired or separated participants receiving benefits 2020-01-01 341
Number of other retired or separated participants entitled to future benefits 2020-01-01 31
Total of all active and inactive participants 2020-01-01 422
Total participants 2020-01-01 422
Number of participants with account balances 2020-01-01 408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 31
Number of employers contributing to the scheme 2020-01-01 3
2019: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 50
Number of retired or separated participants receiving benefits 2019-01-01 345
Number of other retired or separated participants entitled to future benefits 2019-01-01 26
Total of all active and inactive participants 2019-01-01 421
Total participants 2019-01-01 421
Number of participants with account balances 2019-01-01 412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 26
Number of employers contributing to the scheme 2019-01-01 3
2018: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 296
Number of retired or separated participants receiving benefits 2018-01-01 117
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 420
Total participants 2018-01-01 420
Number of participants with account balances 2018-01-01 260
Number of employers contributing to the scheme 2018-01-01 4
2017: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 134
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 75
Total of all active and inactive participants 2017-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 209
Number of participants with account balances 2017-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 75
Number of employers contributing to the scheme 2017-01-01 4
2016: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 57
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 64
Number of participants with account balances 2016-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
Number of employers contributing to the scheme 2016-01-01 4
2015: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
Number of employers contributing to the scheme 2015-01-01 2
2014: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 6
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 0
Total of all active and inactive participants 2014-11-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 6
Number of participants with account balances 2014-11-01 6
Number of employers contributing to the scheme 2014-11-01 2

Measure	Date	Value
2022: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	423
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	62
Number of retired or separated participants receiving benefits	2022-01-01	245
Number of other retired or separated participants entitled to future benefits	2022-01-01	116
Total of all active and inactive participants	2022-01-01	423
Total participants	2022-01-01	423
Number of participants with account balances	2022-01-01	340
Number of employers contributing to the scheme	2022-01-01	1
2021: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	422
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	50
Number of retired or separated participants receiving benefits	2021-01-01	84
Number of other retired or separated participants entitled to future benefits	2021-01-01	289
Total of all active and inactive participants	2021-01-01	423
Total participants	2021-01-01	423
Number of participants with account balances	2021-01-01	384
Number of employers contributing to the scheme	2021-01-01	3
2020: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	50
Number of retired or separated participants receiving benefits	2020-01-01	341
Number of other retired or separated participants entitled to future benefits	2020-01-01	31
Total of all active and inactive participants	2020-01-01	422
Total participants	2020-01-01	422
Number of participants with account balances	2020-01-01	408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	31
Number of employers contributing to the scheme	2020-01-01	3
2019: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	50
Number of retired or separated participants receiving benefits	2019-01-01	345
Number of other retired or separated participants entitled to future benefits	2019-01-01	26
Total of all active and inactive participants	2019-01-01	421
Total participants	2019-01-01	421
Number of participants with account balances	2019-01-01	412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	26
Number of employers contributing to the scheme	2019-01-01	3
2018: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	296
Number of retired or separated participants receiving benefits	2018-01-01	117
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	420
Total participants	2018-01-01	420
Number of participants with account balances	2018-01-01	260
Number of employers contributing to the scheme	2018-01-01	4
2017: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	134
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	75
Total of all active and inactive participants	2017-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	209
Number of participants with account balances	2017-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	75
Number of employers contributing to the scheme	2017-01-01	4
2016: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	57
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	64
Number of participants with account balances	2016-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
Number of employers contributing to the scheme	2016-01-01	4
2015: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
Number of employers contributing to the scheme	2015-01-01	2
2014: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	6
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	0
Total of all active and inactive participants	2014-11-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	6
Number of participants with account balances	2014-11-01	6
Number of employers contributing to the scheme	2014-11-01	2

Financial Data on NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN

Measure	Date	Value
2022 : NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$5,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$5,324
Total income from all sources (including contributions)	2022-12-31	$-20,014
Total of all expenses incurred	2022-12-31	$17,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$14,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,550
Value of total assets at end of year	2022-12-31	$126,655
Value of total assets at beginning of year	2022-12-31	$164,502
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$100,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
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	$1,770
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$2,032
Administrative expenses (other) incurred	2022-12-31	$3,758
Liabilities. Value of operating payables at end of year	2022-12-31	$5,324
Liabilities. Value of operating payables at beginning of year	2022-12-31	$5,324
Total non interest bearing cash at end of year	2022-12-31	$3,236
Total non interest bearing cash at beginning of year	2022-12-31	$656
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	$-37,847
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$121,331
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$159,178
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
Value of interest in pooled separate accounts at end of year	2022-12-31	$121,649
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$161,514
Net investment gain/loss from pooled separate accounts	2022-12-31	$-24,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
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	$4,550
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$14,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
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	REILLY, PENNER & BENTON LLP
Accountancy firm EIN	2022-12-31	390747409
2021 : NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$5,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$5,981
Total income from all sources (including contributions)	2021-12-31	$22,649
Total of all expenses incurred	2021-12-31	$13,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,170
Value of total assets at end of year	2021-12-31	$164,502
Value of total assets at beginning of year	2021-12-31	$155,855
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$9,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$7,000
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$100,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
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	$2,032
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$2,220
Administrative expenses (other) incurred	2021-12-31	$2,135
Liabilities. Value of operating payables at end of year	2021-12-31	$5,324
Liabilities. Value of operating payables at beginning of year	2021-12-31	$5,981
Total non interest bearing cash at end of year	2021-12-31	$656
Total non interest bearing cash at beginning of year	2021-12-31	$825
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	$9,304
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$159,178
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$149,874
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
Value of interest in pooled separate accounts at end of year	2021-12-31	$161,514
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$152,430
Net investment gain/loss from pooled separate accounts	2021-12-31	$18,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
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	$4,170
Employer contributions (assets) at end of year	2021-12-31	$300
Employer contributions (assets) at beginning of year	2021-12-31	$380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,210
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
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	REILLY, PENNER & BENTON LLP
Accountancy firm EIN	2021-12-31	390747409
2020 : NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$5,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$15,163
Total income from all sources (including contributions)	2020-12-31	$25,766
Total of all expenses incurred	2020-12-31	$12,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$8,839
Value of total assets at end of year	2020-12-31	$155,855
Value of total assets at beginning of year	2020-12-31	$151,464
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$10,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$7,000
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$100,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,379
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$2,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$1,263
Administrative expenses (other) incurred	2020-12-31	$3,508
Liabilities. Value of operating payables at end of year	2020-12-31	$5,981
Liabilities. Value of operating payables at beginning of year	2020-12-31	$15,163
Total non interest bearing cash at end of year	2020-12-31	$825
Total non interest bearing cash at beginning of year	2020-12-31	$6,155
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	$13,573
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$149,874
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$136,301
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
Value of interest in pooled separate accounts at end of year	2020-12-31	$152,430
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$141,504
Net investment gain/loss from pooled separate accounts	2020-12-31	$16,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
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	$7,460
Employer contributions (assets) at end of year	2020-12-31	$380
Employer contributions (assets) at beginning of year	2020-12-31	$2,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,685
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
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	Unqualified
Accountancy firm name	2020-12-31	MACNELL ACCOUNTING & CONSULTING,LLP
Accountancy firm EIN	2020-12-31	300510353
2019 : NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$15,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$6,194
Total income from all sources (including contributions)	2019-12-31	$47,237
Total of all expenses incurred	2019-12-31	$12,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$28,313
Value of total assets at end of year	2019-12-31	$151,464
Value of total assets at beginning of year	2019-12-31	$108,011
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$7,000
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$100,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,223
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$1,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,429
Administrative expenses (other) incurred	2019-12-31	$4,704
Liabilities. Value of operating payables at end of year	2019-12-31	$15,163
Liabilities. Value of operating payables at beginning of year	2019-12-31	$6,194
Total non interest bearing cash at end of year	2019-12-31	$6,155
Total non interest bearing cash at beginning of year	2019-12-31	$998
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	$34,484
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$136,301
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$101,817
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
Value of interest in pooled separate accounts at end of year	2019-12-31	$141,504
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$100,798
Net investment gain/loss from pooled separate accounts	2019-12-31	$18,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
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	$25,090
Employer contributions (assets) at end of year	2019-12-31	$2,542
Employer contributions (assets) at beginning of year	2019-12-31	$4,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,049
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	MACNELL ACCOUNTING & CONSULTING,LLP
Accountancy firm EIN	2019-12-31	300510353
2018 : NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$6,194
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$5,324
Total income from all sources (including contributions)	2018-12-31	$32,112
Total of all expenses incurred	2018-12-31	$9,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$39,942
Value of total assets at end of year	2018-12-31	$108,011
Value of total assets at beginning of year	2018-12-31	$84,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$3,075
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$100,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$26,953
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$1,429
Other income not declared elsewhere	2018-12-31	$426
Administrative expenses (other) incurred	2018-12-31	$3,008
Liabilities. Value of operating payables at end of year	2018-12-31	$6,194
Liabilities. Value of operating payables at beginning of year	2018-12-31	$5,324
Total non interest bearing cash at end of year	2018-12-31	$998
Total non interest bearing cash at beginning of year	2018-12-31	$6,187
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	$22,842
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$101,817
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$78,975
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
Value of interest in pooled separate accounts at end of year	2018-12-31	$100,798
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$76,463
Net investment gain/loss from pooled separate accounts	2018-12-31	$-8,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
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	$12,989
Employer contributions (assets) at end of year	2018-12-31	$4,786
Employer contributions (assets) at beginning of year	2018-12-31	$1,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,187
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	MACNELL ACCOUNTING & CONSULTING,LLP
Accountancy firm EIN	2018-12-31	300510353
2017 : NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$5,324
Total plan liabilities at beginning of year	2017-12-31	$35,403
Total income from all sources	2017-12-31	$70,108
Expenses. Total of all expenses incurred	2017-12-31	$2,191
Total plan assets at end of year	2017-12-31	$84,299
Total plan assets at beginning of year	2017-12-31	$46,461
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$25,476
Expenses. Other expenses not covered elsewhere	2017-12-31	$2,191
Other income received	2017-12-31	$36,980
Net income (gross income less expenses)	2017-12-31	$67,917
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$78,975
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$11,058
Total contributions received or receivable from employer(s)	2017-12-31	$7,652
2016 : NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$35,403
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$30,929
Expenses. Total of all expenses incurred	2016-12-31	$35,421
Total plan assets at end of year	2016-12-31	$46,461
Total plan assets at beginning of year	2016-12-31	$15,550
Total contributions received or receivable from participants	2016-12-31	$16,282
Other income received	2016-12-31	$2,059
Net income (gross income less expenses)	2016-12-31	$-4,492
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$11,058
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$15,550
Total contributions received or receivable from employer(s)	2016-12-31	$12,588
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$35,421
2015 : NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$14,440
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$15,550
Total plan assets at beginning of year	2015-12-31	$1,110
Total contributions received or receivable from participants	2015-12-31	$6,893
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$672
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$14,440
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$15,550
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,110
Total contributions received or receivable from employer(s)	2015-12-31	$6,875
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,110
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,110
Total plan assets at beginning of year	2014-12-31	$0
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$0
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$1,110
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,110
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$1,110
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0

Form 5500 Responses for NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN

2022: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-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	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Multi-employer plan
2014-11-01	First time form 5500 has been submitted	Yes
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-11-01	Plan is a collectively bargained plan	Yes
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )

Policy contract number

RP012069

Policy instance

Insurance contract or identification number	RP012069
Number of Individuals Covered	340
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )

Policy contract number

RP012069

Policy instance

Insurance contract or identification number	RP012069
Number of Individuals Covered	341
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $676
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $608
Insurance broker organization code?	3

THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )

Policy contract number

RP 012069

Policy instance

Insurance contract or identification number	RP 012069
Number of Individuals Covered	393
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $714
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $643
Insurance broker organization code?	3

THE OHIO NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67172 )

Policy contract number

RP 012069

Policy instance

Insurance contract or identification number	RP 012069
Number of Individuals Covered	407
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $607
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $546
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

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Company Name:	BOT OF THE NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS & RETIREMEN
Employer identification number (EIN):	900724512
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services