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RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 401k Plan overview

Plan NameRETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON
Plan identification number 001

RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF TRUSTEES, RETIREMENT PLAN MILLMENS RETIREMENT TRUST OF WASH. has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, RETIREMENT PLAN MILLMENS RETIREMENT TRUST OF WASH.
Employer identification number (EIN):916134143
NAIC Classification:321110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-03-01
0012021-03-01
0012020-03-01
0012019-03-01
0012018-03-01
0012017-03-01TERRY WICK RAY CALICA2018-12-12
0012016-03-01TERRY WICK RAY CALICA2017-12-12
0012015-03-01TERRY WICK RAY CALICA2016-12-13
0012014-03-01TERRY WICK
0012013-03-01SERGIO GALLEGOS TERRY WICK2014-10-13
0012012-03-01TERRY WICK
0012011-03-01TERRY WICK SERGIO GALLEGOS2012-12-05
0012009-03-01JOHN COCHRANE
0012009-03-01JOHN COCHRANE S. KIM GRONVOLD2010-12-17

Plan Statistics for RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON

401k plan membership statisitcs for RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON

Measure Date Value
2022: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2022 401k membership
Current value of assets2022-12-3131,839,294
Acturial value of assets for funding standard account2022-12-3130,364,634
Accrued liability for plan using immediate gains methods2022-12-3136,075,810
Accrued liability under unit credit cost method2022-12-3136,075,810
RPA 94 current liability2022-12-3147,887,413
Expected increase in current liability due to benefits accruing during the plan year2022-12-31100,918
Expected release from RPA 94 current liability for plan year2022-12-312,167,816
Expected plan disbursements for the plan year2022-12-312,279,449
Current value of assets2022-12-3131,839,294
Number of retired participants and beneficiaries receiving payment2022-12-31380
Current liability for retired participants and beneficiaries receiving payment2022-12-3130,433,614
Number of terminated vested participants2022-12-31201
Current liability for terminated vested participants2022-12-3114,537,117
Current liability for active participants non vested benefits2022-12-3187,697
Current liability for active participants vested benefits2022-12-312,828,985
Total number of active articipats2022-12-3138
Current liability for active participants2022-12-312,916,682
Total participant count with liabilities2022-12-31619
Total current liabilitoes for participants with libailities2022-12-3147,887,413
Total employer contributions in plan year2022-12-31105,239
Total employee contributions in plan year2022-12-310
Prior year funding deficiency2022-12-312,471,392
Employer’s normal cost for plan year as of valuation date2022-12-31208,005
Prior year credit balance2022-12-310
Amortization credits as of valuation date2022-12-31427,421
Total participants, beginning-of-year2022-03-01583
Total number of active participants reported on line 7a of the Form 55002022-03-0138
Number of retired or separated participants receiving benefits2022-03-01320
Number of other retired or separated participants entitled to future benefits2022-03-01166
Total of all active and inactive participants2022-03-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-03-0145
Total participants2022-03-01569
Number of participants with account balances2022-03-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-03-010
Number of employers contributing to the scheme2022-03-012
Current value of assets2022-02-2832,787,185
Acturial value of assets for funding standard account2022-02-2830,696,391
Accrued liability for plan using immediate gains methods2022-02-2836,928,080
Accrued liability under unit credit cost method2022-02-2836,928,080
RPA 94 current liability2022-02-2848,433,637
Expected increase in current liability due to benefits accruing during the plan year2022-02-28126,430
Expected release from RPA 94 current liability for plan year2022-02-280
Expected plan disbursements for the plan year2022-02-282,577,847
Current value of assets2022-02-2832,787,185
Number of retired participants and beneficiaries receiving payment2022-02-28385
Current liability for retired participants and beneficiaries receiving payment2022-02-2830,403,879
Number of terminated vested participants2022-02-28219
Current liability for terminated vested participants2022-02-2814,477,755
Current liability for active participants non vested benefits2022-02-28153,301
Current liability for active participants vested benefits2022-02-283,398,702
Total number of active articipats2022-02-2842
Current liability for active participants2022-02-283,552,003
Total participant count with liabilities2022-02-28646
Total current liabilitoes for participants with libailities2022-02-2848,433,637
Total employer contributions in plan year2022-02-28130,503
Total employee contributions in plan year2022-02-280
Prior year funding deficiency2022-02-281,605,335
Employer’s normal cost for plan year as of valuation date2022-02-28250,132
Prior year credit balance2022-02-280
Amortization credits as of valuation date2022-02-28428,689
2021: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2021 401k membership
Total participants, beginning-of-year2021-03-01599
Total number of active participants reported on line 7a of the Form 55002021-03-0138
Number of retired or separated participants receiving benefits2021-03-01316
Number of other retired or separated participants entitled to future benefits2021-03-01186
Total of all active and inactive participants2021-03-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-03-0143
Total participants2021-03-01583
Number of employers contributing to the scheme2021-03-013
Current value of assets2021-02-2830,920,842
Acturial value of assets for funding standard account2021-02-2830,554,492
Accrued liability for plan using immediate gains methods2021-02-2837,070,803
Accrued liability under unit credit cost method2021-02-2837,070,803
RPA 94 current liability2021-02-2847,378,807
Expected increase in current liability due to benefits accruing during the plan year2021-02-28300,490
Expected release from RPA 94 current liability for plan year2021-02-280
Expected plan disbursements for the plan year2021-02-282,519,494
Current value of assets2021-02-2830,920,842
Number of retired participants and beneficiaries receiving payment2021-02-28385
Current liability for retired participants and beneficiaries receiving payment2021-02-2828,791,882
Number of terminated vested participants2021-02-28241
Current liability for terminated vested participants2021-02-2814,984,047
Current liability for active participants non vested benefits2021-02-28100,022
Current liability for active participants vested benefits2021-02-283,502,856
Total number of active articipats2021-02-2838
Current liability for active participants2021-02-283,602,878
Total participant count with liabilities2021-02-28664
Total current liabilitoes for participants with libailities2021-02-2847,378,807
Total employer contributions in plan year2021-02-28141,085
Total employee contributions in plan year2021-02-280
Prior year funding deficiency2021-02-28695,401
Employer’s normal cost for plan year as of valuation date2021-02-28259,805
Prior year credit balance2021-02-280
Amortization credits as of valuation date2021-02-28282,346
2020: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2020 401k membership
Total participants, beginning-of-year2020-03-01606
Total number of active participants reported on line 7a of the Form 55002020-03-0142
Number of retired or separated participants receiving benefits2020-03-01324
Number of other retired or separated participants entitled to future benefits2020-03-01193
Total of all active and inactive participants2020-03-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-03-0140
Total participants2020-03-01599
Number of employers contributing to the scheme2020-03-013
Current value of assets2020-02-2931,216,125
Acturial value of assets for funding standard account2020-02-2931,404,406
Accrued liability for plan using immediate gains methods2020-02-2936,433,149
Accrued liability under unit credit cost method2020-02-2936,433,149
RPA 94 current liability2020-02-2947,147,041
Expected increase in current liability due to benefits accruing during the plan year2020-02-29294,069
Expected release from RPA 94 current liability for plan year2020-02-290
Expected plan disbursements for the plan year2020-02-292,418,014
Current value of assets2020-02-2931,216,125
Number of retired participants and beneficiaries receiving payment2020-02-29370
Current liability for retired participants and beneficiaries receiving payment2020-02-2926,917,371
Number of terminated vested participants2020-02-29261
Current liability for terminated vested participants2020-02-2916,923,019
Current liability for active participants non vested benefits2020-02-2967,970
Current liability for active participants vested benefits2020-02-293,238,681
Total number of active articipats2020-02-2939
Current liability for active participants2020-02-293,306,651
Total participant count with liabilities2020-02-29670
Total current liabilitoes for participants with libailities2020-02-2947,147,041
Total employer contributions in plan year2020-02-29166,091
Total employee contributions in plan year2020-02-290
Prior year funding deficiency2020-02-290
Employer’s normal cost for plan year as of valuation date2020-02-29252,779
Prior year credit balance2020-02-2943,763
Amortization credits as of valuation date2020-02-29284,511
2019: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2019 401k membership
Total participants, beginning-of-year2019-03-01639
Total number of active participants reported on line 7a of the Form 55002019-03-0138
Number of retired or separated participants receiving benefits2019-03-01325
Number of other retired or separated participants entitled to future benefits2019-03-01204
Total of all active and inactive participants2019-03-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-03-0139
Total participants2019-03-01606
Number of employers contributing to the scheme2019-03-013
Current value of assets2019-02-2832,778,135
Acturial value of assets for funding standard account2019-02-2832,137,209
Accrued liability for plan using immediate gains methods2019-02-2836,599,729
Accrued liability under unit credit cost method2019-02-2836,599,729
RPA 94 current liability2019-02-2848,565,301
Expected increase in current liability due to benefits accruing during the plan year2019-02-28342,792
Expected release from RPA 94 current liability for plan year2019-02-280
Expected plan disbursements for the plan year2019-02-282,365,032
Current value of assets2019-02-2832,778,135
Number of retired participants and beneficiaries receiving payment2019-02-28360
Current liability for retired participants and beneficiaries receiving payment2019-02-2826,039,731
Number of terminated vested participants2019-02-28247
Current liability for terminated vested participants2019-02-2816,868,895
Current liability for active participants non vested benefits2019-02-2872,526
Current liability for active participants vested benefits2019-02-285,584,149
Total number of active articipats2019-02-2871
Current liability for active participants2019-02-285,656,675
Total participant count with liabilities2019-02-28678
Total current liabilitoes for participants with libailities2019-02-2848,565,301
Total employer contributions in plan year2019-02-28161,601
Total employee contributions in plan year2019-02-280
Prior year funding deficiency2019-02-280
Employer’s normal cost for plan year as of valuation date2019-02-28279,045
Prior year credit balance2019-02-28536,369
Amortization credits as of valuation date2019-02-28505,862
2018: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2018 401k membership
Total participants, beginning-of-year2018-03-01654
Total number of active participants reported on line 7a of the Form 55002018-03-0162
Number of retired or separated participants receiving benefits2018-03-01313
Number of other retired or separated participants entitled to future benefits2018-03-01207
Total of all active and inactive participants2018-03-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-03-0157
Total participants2018-03-01639
Number of employers contributing to the scheme2018-03-014
Current value of assets2018-02-2832,314,693
Acturial value of assets for funding standard account2018-02-2832,673,741
Accrued liability for plan using immediate gains methods2018-02-2836,732,929
Accrued liability under unit credit cost method2018-02-2836,732,929
RPA 94 current liability2018-02-2846,651,773
Expected increase in current liability due to benefits accruing during the plan year2018-02-28346,449
Expected release from RPA 94 current liability for plan year2018-02-280
Expected plan disbursements for the plan year2018-02-282,434,571
Current value of assets2018-02-2832,314,693
Number of retired participants and beneficiaries receiving payment2018-02-28356
Current liability for retired participants and beneficiaries receiving payment2018-02-2823,913,755
Number of terminated vested participants2018-02-28268
Current liability for terminated vested participants2018-02-2816,724,945
Current liability for active participants non vested benefits2018-02-28139,896
Current liability for active participants vested benefits2018-02-285,873,177
Total number of active articipats2018-02-2868
Current liability for active participants2018-02-286,013,073
Total participant count with liabilities2018-02-28692
Total current liabilitoes for participants with libailities2018-02-2846,651,773
Total employer contributions in plan year2018-02-28216,427
Total employee contributions in plan year2018-02-280
Prior year funding deficiency2018-02-280
Employer’s normal cost for plan year as of valuation date2018-02-28288,147
Prior year credit balance2018-02-281,555,393
Amortization credits as of valuation date2018-02-28505,864
2017: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2017 401k membership
Total participants, beginning-of-year2017-03-01666
Total number of active participants reported on line 7a of the Form 55002017-03-0171
Number of retired or separated participants receiving benefits2017-03-01306
Number of other retired or separated participants entitled to future benefits2017-03-01223
Total of all active and inactive participants2017-03-01600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-0154
Total participants2017-03-01654
Number of employers contributing to the scheme2017-03-014
Current value of assets2017-02-2830,356,550
Acturial value of assets for funding standard account2017-02-2833,206,293
Accrued liability for plan using immediate gains methods2017-02-2833,741,772
Accrued liability under unit credit cost method2017-02-2833,741,772
RPA 94 current liability2017-02-2845,520,478
Expected increase in current liability due to benefits accruing during the plan year2017-02-28327,389
Expected release from RPA 94 current liability for plan year2017-02-280
Expected plan disbursements for the plan year2017-02-282,330,929
Current value of assets2017-02-2830,356,550
Number of retired participants and beneficiaries receiving payment2017-02-28352
Current liability for retired participants and beneficiaries receiving payment2017-02-2822,268,886
Number of terminated vested participants2017-02-28282
Current liability for terminated vested participants2017-02-2817,310,531
Current liability for active participants non vested benefits2017-02-28238,252
Current liability for active participants vested benefits2017-02-285,702,809
Total number of active articipats2017-02-2868
Current liability for active participants2017-02-285,941,061
Total participant count with liabilities2017-02-28702
Total current liabilitoes for participants with libailities2017-02-2845,520,478
Total employer contributions in plan year2017-02-28195,902
Total employee contributions in plan year2017-02-280
Value in reduction in liability resulting from the reduction in benefits2017-02-281,282,031
Prior year funding deficiency2017-02-280
Employer’s normal cost for plan year as of valuation date2017-02-28260,563
Prior year credit balance2017-02-282,567,334
Amortization credits as of valuation date2017-02-28515,724
2016: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2016 401k membership
Total participants, beginning-of-year2016-03-01679
Total number of active participants reported on line 7a of the Form 55002016-03-0168
Number of retired or separated participants receiving benefits2016-03-01303
Number of other retired or separated participants entitled to future benefits2016-03-01242
Total of all active and inactive participants2016-03-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-03-0153
Total participants2016-03-01666
Number of employers contributing to the scheme2016-03-014
Current value of assets2016-02-2933,654,064
Acturial value of assets for funding standard account2016-02-2933,957,033
Accrued liability for plan using immediate gains methods2016-02-2935,480,618
Accrued liability under unit credit cost method2016-02-2935,480,618
RPA 94 current liability2016-02-2947,121,097
Expected increase in current liability due to benefits accruing during the plan year2016-02-29330,771
Expected release from RPA 94 current liability for plan year2016-02-290
Expected plan disbursements for the plan year2016-02-292,242,030
Current value of assets2016-02-2933,654,064
Number of retired participants and beneficiaries receiving payment2016-02-29353
Current liability for retired participants and beneficiaries receiving payment2016-02-2921,897,631
Number of terminated vested participants2016-02-29295
Current liability for terminated vested participants2016-02-2919,158,086
Current liability for active participants non vested benefits2016-02-29297,916
Current liability for active participants vested benefits2016-02-295,767,464
Total number of active articipats2016-02-2963
Current liability for active participants2016-02-296,065,380
Total participant count with liabilities2016-02-29711
Total current liabilitoes for participants with libailities2016-02-2947,121,097
Total employer contributions in plan year2016-02-29210,969
Total employee contributions in plan year2016-02-290
Employer’s normal cost for plan year as of valuation date2016-02-29268,734
Prior year credit balance2016-02-293,695,563
Amortization credits as of valuation date2016-02-29369,050
2015: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2015 401k membership
Total participants, beginning-of-year2015-03-01666
Total number of active participants reported on line 7a of the Form 55002015-03-0168
Number of retired or separated participants receiving benefits2015-03-01301
Number of other retired or separated participants entitled to future benefits2015-03-01256
Total of all active and inactive participants2015-03-01625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-0154
Total participants2015-03-01679
Number of employers contributing to the scheme2015-03-014
Current value of assets2015-02-2833,302,496
Acturial value of assets for funding standard account2015-02-2833,401,265
Accrued liability for plan using immediate gains methods2015-02-2831,934,488
Unfunded liability for methods with bases using spread gains methods2015-02-280
Accrued liabiliy under entry age normal method2015-02-280
Normal cost under entry age normal method2015-02-280
Accrued liability under unit credit cost method2015-02-2831,934,488
RPA 94 current liability2015-02-2846,312,935
Expected increase in current liability due to benefits accruing during the plan year2015-02-28302,052
Expected release from RPA 94 current liability for plan year2015-02-280
Expected plan disbursements for the plan year2015-02-282,117,835
Current value of assets2015-02-2833,302,496
Number of retired participants and beneficiaries receiving payment2015-02-28342
Current liability for retired participants and beneficiaries receiving payment2015-02-2820,792,100
Number of terminated vested participants2015-02-28318
Current liability for terminated vested participants2015-02-2818,513,708
Current liability for active participants non vested benefits2015-02-28264,586
Current liability for active participants vested benefits2015-02-286,742,541
Total number of active articipats2015-02-2862
Current liability for active participants2015-02-287,007,127
Total participant count with liabilities2015-02-28722
Total current liabilitoes for participants with libailities2015-02-2846,312,935
Total employer contributions in plan year2015-02-28191,586
Total employee contributions in plan year2015-02-280
Prior year funding deficiency2015-02-280
Employer’s normal cost for plan year as of valuation date2015-02-28231,424
Prior year credit balance2015-02-284,579,054
Amortization credits as of valuation date2015-02-28372,618
2014: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2014 401k membership
Total participants, beginning-of-year2014-03-01699
Total number of active participants reported on line 7a of the Form 55002014-03-0158
Number of retired or separated participants receiving benefits2014-03-01289
Number of other retired or separated participants entitled to future benefits2014-03-01276
Total of all active and inactive participants2014-03-01623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-0143
Total participants2014-03-01666
Number of employers contributing to the scheme2014-03-014
Current value of assets2014-02-2832,986,008
Acturial value of assets for funding standard account2014-02-2831,743,229
Accrued liability for plan using immediate gains methods2014-02-2831,646,602
Accrued liability under unit credit cost method2014-02-2831,646,602
RPA 94 current liability2014-02-2845,891,076
Expected increase in current liability due to benefits accruing during the plan year2014-02-28274,481
Expected release from RPA 94 current liability for plan year2014-02-280
Expected plan disbursements for the plan year2014-02-282,026,483
Current value of assets2014-02-2832,986,008
Number of retired participants and beneficiaries receiving payment2014-02-28326
Current liability for retired participants and beneficiaries receiving payment2014-02-2819,818,020
Number of terminated vested participants2014-02-28348
Current liability for terminated vested participants2014-02-2819,477,208
Current liability for active participants non vested benefits2014-02-28277,670
Current liability for active participants vested benefits2014-02-286,318,178
Total number of active articipats2014-02-2862
Current liability for active participants2014-02-286,595,848
Total participant count with liabilities2014-02-28736
Total current liabilitoes for participants with libailities2014-02-2845,891,076
Total employer contributions in plan year2014-02-28178,626
Total employee contributions in plan year2014-02-280
Prior year funding deficiency2014-02-280
Employer’s normal cost for plan year as of valuation date2014-02-28214,214
Prior year credit balance2014-02-285,404,626
Amortization credits as of valuation date2014-02-28368,056
2013: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2013 401k membership
Total participants, beginning-of-year2013-03-01696
Total number of active participants reported on line 7a of the Form 55002013-03-0162
Number of retired or separated participants receiving benefits2013-03-01298
Number of other retired or separated participants entitled to future benefits2013-03-01295
Total of all active and inactive participants2013-03-01655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-0144
Total participants2013-03-01699
Number of employers contributing to the scheme2013-03-014
2012: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2012 401k membership
Total participants, beginning-of-year2012-03-01731
Total number of active participants reported on line 7a of the Form 55002012-03-0162
Number of retired or separated participants receiving benefits2012-03-01286
Number of other retired or separated participants entitled to future benefits2012-03-01315
Total of all active and inactive participants2012-03-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-0133
Total participants2012-03-01696
Number of employers contributing to the scheme2012-03-015
2011: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2011 401k membership
Total participants, beginning-of-year2011-03-01758
Total number of active participants reported on line 7a of the Form 55002011-03-0167
Number of retired or separated participants receiving benefits2011-03-01296
Number of other retired or separated participants entitled to future benefits2011-03-01339
Total of all active and inactive participants2011-03-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-0129
Total participants2011-03-01731
Number of employers contributing to the scheme2011-03-017
2009: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2009 401k membership
Total participants, beginning-of-year2009-03-01597
Total number of active participants reported on line 7a of the Form 55002009-03-0186
Number of retired or separated participants receiving benefits2009-03-01270
Number of other retired or separated participants entitled to future benefits2009-03-01395
Total of all active and inactive participants2009-03-01751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-0114
Total participants2009-03-01765
Number of employers contributing to the scheme2009-03-017

Financial Data on RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON

Measure Date Value
2022 : RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$216,305
Total unrealized appreciation/depreciation of assets2022-12-31$216,305
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$72,280
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$21,465
Total income from all sources (including contributions)2022-12-31$-2,229,751
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,160,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,968,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$105,239
Value of total assets at end of year2022-12-31$27,521,419
Value of total assets at beginning of year2022-12-31$31,860,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$191,954
Total interest from all sources2022-12-31$67,349
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$737,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$737,203
Administrative expenses professional fees incurred2022-12-31$66,453
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$48,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$61,090
Liabilities. Value of operating payables at end of year2022-12-31$23,676
Liabilities. Value of operating payables at beginning of year2022-12-31$21,465
Total non interest bearing cash at end of year2022-12-31$260,341
Total non interest bearing cash at beginning of year2022-12-31$257,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,390,155
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,449,139
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,839,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$3,881,964
Assets. partnership/joint venture interests at beginning of year2022-12-31$3,597,811
Investment advisory and management fees2022-12-31$33,361
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,007,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,226,752
Value of interest in pooled separate accounts at end of year2022-12-31$2,339,258
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,748,421
Interest earned on other investments2022-12-31$66,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$14,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$13,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$13,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,060,702
Net investment gain/loss from pooled separate accounts2022-12-31$-295,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$105,239
Employer contributions (assets) at end of year2022-12-31$18,383
Employer contributions (assets) at beginning of year2022-12-31$16,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,968,450
Contract administrator fees2022-12-31$31,050
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
Unrealized appreciation/depreciation of other (non real estate) assets2022-02-28$569,593
Total unrealized appreciation/depreciation of assets2022-02-28$569,593
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$21,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$14,561
Total income from all sources (including contributions)2022-02-28$1,597,655
Total loss/gain on sale of assets2022-02-28$0
Total of all expenses incurred2022-02-28$2,545,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-28$2,339,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-28$130,503
Value of total assets at end of year2022-02-28$31,860,759
Value of total assets at beginning of year2022-02-28$32,801,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-28$206,089
Total interest from all sources2022-02-28$82,143
Total dividends received (eg from common stock, registered investment company shares)2022-02-28$956,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2022-02-28$956,700
Administrative expenses professional fees incurred2022-02-28$72,891
Was this plan covered by a fidelity bond2022-02-28Yes
Value of fidelity bond cover2022-02-28$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-02-28$0
Were there any nonexempt tranactions with any party-in-interest2022-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-02-28$0
Administrative expenses (other) incurred2022-02-28$55,253
Liabilities. Value of operating payables at end of year2022-02-28$21,465
Liabilities. Value of operating payables at beginning of year2022-02-28$14,561
Total non interest bearing cash at end of year2022-02-28$257,593
Total non interest bearing cash at beginning of year2022-02-28$255,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Value of net income/loss2022-02-28$-947,891
Value of net assets at end of year (total assets less liabilities)2022-02-28$31,839,294
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$32,787,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-28No
Were any leases to which the plan was party in default or uncollectible2022-02-28No
Assets. partnership/joint venture interests at end of year2022-02-28$3,597,811
Assets. partnership/joint venture interests at beginning of year2022-02-28$2,946,607
Investment advisory and management fees2022-02-28$40,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-02-28$25,226,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-02-28$26,565,138
Value of interest in pooled separate accounts at end of year2022-02-28$2,748,421
Value of interest in pooled separate accounts at beginning of year2022-02-28$3,001,260
Interest earned on other investments2022-02-28$82,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-02-28$13,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-02-28$14,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-02-28$14,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-02-28$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-02-28$-78,114
Net investment gain/loss from pooled separate accounts2022-02-28$-63,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-28Yes
Was there a failure to transmit to the plan any participant contributions2022-02-28No
Has the plan failed to provide any benefit when due under the plan2022-02-28No
Contributions received in cash from employer2022-02-28$130,503
Employer contributions (assets) at end of year2022-02-28$16,782
Employer contributions (assets) at beginning of year2022-02-28$19,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-28$2,339,457
Contract administrator fees2022-02-28$37,260
Did the plan have assets held for investment2022-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-28No
Aggregate proceeds on sale of assets2022-02-28$2,503,027
Aggregate carrying amount (costs) on sale of assets2022-02-28$2,503,027
Opinion of an independent qualified public accountant for this plan2022-02-28Unqualified
Accountancy firm name2022-02-28CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-02-28410746749
2021 : RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-02-28$-83,492
Total unrealized appreciation/depreciation of assets2021-02-28$-83,492
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$14,561
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$15,697
Total income from all sources (including contributions)2021-02-28$4,392,360
Total loss/gain on sale of assets2021-02-28$0
Total of all expenses incurred2021-02-28$2,526,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-28$2,318,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-28$141,085
Value of total assets at end of year2021-02-28$32,801,746
Value of total assets at beginning of year2021-02-28$30,936,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-28$207,711
Total interest from all sources2021-02-28$77,168
Total dividends received (eg from common stock, registered investment company shares)2021-02-28$667,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2021-02-28$667,142
Administrative expenses professional fees incurred2021-02-28$71,384
Was this plan covered by a fidelity bond2021-02-28Yes
Value of fidelity bond cover2021-02-28$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-02-28$0
Were there any nonexempt tranactions with any party-in-interest2021-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-02-28$0
Administrative expenses (other) incurred2021-02-28$59,688
Liabilities. Value of operating payables at end of year2021-02-28$14,561
Liabilities. Value of operating payables at beginning of year2021-02-28$15,697
Total non interest bearing cash at end of year2021-02-28$255,228
Total non interest bearing cash at beginning of year2021-02-28$187,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Value of net income/loss2021-02-28$1,866,343
Value of net assets at end of year (total assets less liabilities)2021-02-28$32,787,185
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$30,920,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-28No
Were any leases to which the plan was party in default or uncollectible2021-02-28No
Assets. partnership/joint venture interests at end of year2021-02-28$2,946,607
Assets. partnership/joint venture interests at beginning of year2021-02-28$2,952,979
Investment advisory and management fees2021-02-28$39,379
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-02-28$26,565,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-02-28$24,411,631
Value of interest in pooled separate accounts at end of year2021-02-28$3,001,260
Value of interest in pooled separate accounts at beginning of year2021-02-28$3,344,887
Interest earned on other investments2021-02-28$77,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-02-28$14,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-02-28$4,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-02-28$4,015
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-02-28$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-02-28$3,466,336
Net investment gain/loss from pooled separate accounts2021-02-28$124,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-28Yes
Was there a failure to transmit to the plan any participant contributions2021-02-28No
Has the plan failed to provide any benefit when due under the plan2021-02-28No
Contributions received in cash from employer2021-02-28$141,085
Employer contributions (assets) at end of year2021-02-28$19,310
Employer contributions (assets) at beginning of year2021-02-28$35,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-02-28$2,318,306
Contract administrator fees2021-02-28$37,260
Did the plan have assets held for investment2021-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-28No
Aggregate proceeds on sale of assets2021-02-28$5,603,578
Aggregate carrying amount (costs) on sale of assets2021-02-28$5,603,578
Opinion of an independent qualified public accountant for this plan2021-02-28Unqualified
Accountancy firm name2021-02-28CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-02-28410746749
2020 : RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-02-29$72,840
Total unrealized appreciation/depreciation of assets2020-02-29$72,840
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$15,697
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$15,881
Total income from all sources (including contributions)2020-02-29$2,109,713
Total loss/gain on sale of assets2020-02-29$0
Total of all expenses incurred2020-02-29$2,404,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$2,191,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$166,091
Value of total assets at end of year2020-02-29$30,936,539
Value of total assets at beginning of year2020-02-29$31,232,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$213,063
Total interest from all sources2020-02-29$82,007
Total dividends received (eg from common stock, registered investment company shares)2020-02-29$814,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2020-02-29$814,195
Administrative expenses professional fees incurred2020-02-29$82,066
Was this plan covered by a fidelity bond2020-02-29Yes
Value of fidelity bond cover2020-02-29$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-02-29$0
Were there any nonexempt tranactions with any party-in-interest2020-02-29No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-02-29$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-02-29$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-02-29$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-02-29$0
Administrative expenses (other) incurred2020-02-29$55,244
Liabilities. Value of operating payables at end of year2020-02-29$15,697
Liabilities. Value of operating payables at beginning of year2020-02-29$15,881
Total non interest bearing cash at end of year2020-02-29$187,743
Total non interest bearing cash at beginning of year2020-02-29$169,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Value of net income/loss2020-02-29$-295,283
Value of net assets at end of year (total assets less liabilities)2020-02-29$30,920,842
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$31,216,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Assets. partnership/joint venture interests at end of year2020-02-29$2,952,979
Assets. partnership/joint venture interests at beginning of year2020-02-29$2,798,771
Investment advisory and management fees2020-02-29$38,493
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-02-29$24,411,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-02-29$24,785,635
Value of interest in pooled separate accounts at end of year2020-02-29$3,344,887
Value of interest in pooled separate accounts at beginning of year2020-02-29$3,449,542
Interest earned on other investments2020-02-29$81,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-02-29$4,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-02-29$12,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-02-29$12,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-02-29$521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-02-29$616,805
Net investment gain/loss from pooled separate accounts2020-02-29$357,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-29Yes
Was there a failure to transmit to the plan any participant contributions2020-02-29No
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Contributions received in cash from employer2020-02-29$166,091
Employer contributions (assets) at end of year2020-02-29$35,284
Employer contributions (assets) at beginning of year2020-02-29$16,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-02-29$2,191,933
Contract administrator fees2020-02-29$37,260
Did the plan have assets held for investment2020-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29No
Opinion of an independent qualified public accountant for this plan2020-02-29Unqualified
Accountancy firm name2020-02-29CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-02-29410746749
2019 : RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-02-28$0
2018 : RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-02-28$51,544
Total unrealized appreciation/depreciation of assets2018-02-28$51,544
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$15,955
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$19,644
Total income from all sources (including contributions)2018-02-28$2,783,165
Total loss/gain on sale of assets2018-02-28$0
Total of all expenses incurred2018-02-28$2,319,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$2,104,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$216,427
Value of total assets at end of year2018-02-28$32,794,090
Value of total assets at beginning of year2018-02-28$32,334,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$215,491
Total interest from all sources2018-02-28$20,550
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$770,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2018-02-28$770,162
Administrative expenses professional fees incurred2018-02-28$76,192
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-02-280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-02-28$0
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-02-28$0
Administrative expenses (other) incurred2018-02-28$53,532
Liabilities. Value of operating payables at end of year2018-02-28$15,955
Liabilities. Value of operating payables at beginning of year2018-02-28$19,644
Total non interest bearing cash at end of year2018-02-28$156,286
Total non interest bearing cash at beginning of year2018-02-28$139,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$463,442
Value of net assets at end of year (total assets less liabilities)2018-02-28$32,778,135
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$32,314,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Assets. partnership/joint venture interests at end of year2018-02-28$2,571,736
Assets. partnership/joint venture interests at beginning of year2018-02-28$0
Investment advisory and management fees2018-02-28$46,767
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-02-28$26,135,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-02-28$27,626,369
Value of interest in pooled separate accounts at end of year2018-02-28$3,863,229
Value of interest in pooled separate accounts at beginning of year2018-02-28$4,504,595
Interest earned on other investments2018-02-28$20,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-02-28$43,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-02-28$46,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-02-28$46,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-02-28$358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-02-28$1,593,119
Net investment gain/loss from pooled separate accounts2018-02-28$131,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28Yes
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Contributions received in cash from employer2018-02-28$216,427
Employer contributions (assets) at end of year2018-02-28$24,122
Employer contributions (assets) at beginning of year2018-02-28$17,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$2,104,232
Contract administrator fees2018-02-28$39,000
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28No
Opinion of an independent qualified public accountant for this plan2018-02-28Unqualified
Accountancy firm name2018-02-28CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-02-28410746749
2017 : RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$19,644
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total income from all sources (including contributions)2017-02-28$4,212,567
Total loss/gain on sale of assets2017-02-28$0
Total of all expenses incurred2017-02-28$2,253,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$2,032,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$195,902
Value of total assets at end of year2017-02-28$32,334,337
Value of total assets at beginning of year2017-02-28$30,355,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$220,504
Total interest from all sources2017-02-28$148
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$709,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2017-02-28$709,015
Administrative expenses professional fees incurred2017-02-28$90,363
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-02-280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-02-28$0
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-02-28$0
Administrative expenses (other) incurred2017-02-28$51,956
Liabilities. Value of operating payables at end of year2017-02-28$19,644
Liabilities. Value of operating payables at beginning of year2017-02-28$0
Total non interest bearing cash at end of year2017-02-28$139,463
Total non interest bearing cash at beginning of year2017-02-28$257,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$1,959,191
Value of net assets at end of year (total assets less liabilities)2017-02-28$32,314,693
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$30,355,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Investment advisory and management fees2017-02-28$37,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-02-28$27,626,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-02-28$24,710,953
Value of interest in pooled separate accounts at end of year2017-02-28$4,504,595
Value of interest in pooled separate accounts at beginning of year2017-02-28$5,305,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-02-28$46,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-02-28$60,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-02-28$60,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-02-28$148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-02-28$3,036,057
Net investment gain/loss from pooled separate accounts2017-02-28$271,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28Yes
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Contributions received in cash from employer2017-02-28$195,902
Employer contributions (assets) at end of year2017-02-28$17,486
Employer contributions (assets) at beginning of year2017-02-28$21,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$2,032,872
Contract administrator fees2017-02-28$40,975
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28No
Opinion of an independent qualified public accountant for this plan2017-02-28Unqualified
Accountancy firm name2017-02-28CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-02-28410746749
2016 : RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$13,000
Total income from all sources (including contributions)2016-02-29$-1,223,572
Total loss/gain on sale of assets2016-02-29$0
Total of all expenses incurred2016-02-29$2,074,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$1,856,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$209,921
Value of total assets at end of year2016-02-29$30,355,502
Value of total assets at beginning of year2016-02-29$33,667,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$218,322
Total interest from all sources2016-02-29$6
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$716,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2016-02-29$716,377
Administrative expenses professional fees incurred2016-02-29$97,806
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-02-29$0
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-02-29$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-02-29$14,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-02-29$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-02-29$0
Administrative expenses (other) incurred2016-02-29$58,465
Liabilities. Value of operating payables at end of year2016-02-29$0
Liabilities. Value of operating payables at beginning of year2016-02-29$13,000
Total non interest bearing cash at end of year2016-02-29$257,243
Total non interest bearing cash at beginning of year2016-02-29$223,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$-3,298,562
Value of net assets at end of year (total assets less liabilities)2016-02-29$30,355,502
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$33,654,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Investment advisory and management fees2016-02-29$30,976
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-02-29$24,710,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-02-29$27,531,066
Value of interest in pooled separate accounts at end of year2016-02-29$5,305,060
Value of interest in pooled separate accounts at beginning of year2016-02-29$5,878,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-02-29$60,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-02-29$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-02-29$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-02-29$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-02-29$-2,453,989
Net investment gain/loss from pooled separate accounts2016-02-29$304,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29Yes
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Contributions received in cash from employer2016-02-29$209,921
Employer contributions (assets) at end of year2016-02-29$21,408
Employer contributions (assets) at beginning of year2016-02-29$19,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$1,856,668
Contract administrator fees2016-02-29$31,075
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Aggregate proceeds on sale of assets2016-02-29$1,204,307
Aggregate carrying amount (costs) on sale of assets2016-02-29$1,204,307
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29No
Opinion of an independent qualified public accountant for this plan2016-02-29Unqualified
Accountancy firm name2016-02-29CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-02-29410746749
2015 : RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$13,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$7,869
Total income from all sources (including contributions)2015-02-28$2,397,263
Total loss/gain on sale of assets2015-02-28$0
Total of all expenses incurred2015-02-28$2,045,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$1,877,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$191,586
Value of total assets at end of year2015-02-28$33,667,064
Value of total assets at beginning of year2015-02-28$33,310,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$168,145
Total interest from all sources2015-02-28$3
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$804,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2015-02-28$804,275
Administrative expenses professional fees incurred2015-02-28$67,484
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-02-28$0
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-02-28$14,571
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-02-28$13,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-02-28$0
Administrative expenses (other) incurred2015-02-28$35,908
Liabilities. Value of operating payables at end of year2015-02-28$13,000
Liabilities. Value of operating payables at beginning of year2015-02-28$7,869
Total non interest bearing cash at end of year2015-02-28$223,348
Total non interest bearing cash at beginning of year2015-02-28$232,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$351,568
Value of net assets at end of year (total assets less liabilities)2015-02-28$33,654,064
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$33,302,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Investment advisory and management fees2015-02-28$30,758
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-02-28$27,531,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-02-28$26,829,701
Value of interest in pooled separate accounts at end of year2015-02-28$5,878,096
Value of interest in pooled separate accounts at beginning of year2015-02-28$6,220,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-02-28$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-02-28$929,793
Net investment gain/loss from pooled separate accounts2015-02-28$471,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28Yes
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Contributions received in cash from employer2015-02-28$191,586
Employer contributions (assets) at end of year2015-02-28$19,983
Employer contributions (assets) at beginning of year2015-02-28$14,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-02-28$1,877,550
Contract administrator fees2015-02-28$33,995
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28No
Opinion of an independent qualified public accountant for this plan2015-02-28Unqualified
Accountancy firm name2015-02-28CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-02-28410746749
2014 : RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-02-28$330
Total unrealized appreciation/depreciation of assets2014-02-28$330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$7,869
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$138,767
Total income from all sources (including contributions)2014-02-28$2,284,012
Total loss/gain on sale of assets2014-02-28$189,457
Total of all expenses incurred2014-02-28$1,967,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$1,778,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$177,607
Value of total assets at end of year2014-02-28$33,310,365
Value of total assets at beginning of year2014-02-28$33,124,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$188,785
Total interest from all sources2014-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2014-02-28$870,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2014-02-28$849,412
Administrative expenses professional fees incurred2014-02-28$65,691
Was this plan covered by a fidelity bond2014-02-28Yes
Value of fidelity bond cover2014-02-28$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-02-28$0
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-02-28$13,318
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-02-28$68,548
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-02-28$116,744
Other income not declared elsewhere2014-02-28$1,019
Administrative expenses (other) incurred2014-02-28$46,170
Liabilities. Value of operating payables at end of year2014-02-28$7,869
Liabilities. Value of operating payables at beginning of year2014-02-28$22,023
Total non interest bearing cash at end of year2014-02-28$232,145
Total non interest bearing cash at beginning of year2014-02-28$222,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$316,488
Value of net assets at end of year (total assets less liabilities)2014-02-28$33,302,496
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$32,986,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Investment advisory and management fees2014-02-28$43,024
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-02-28$26,829,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-02-28$19,545,010
Value of interest in pooled separate accounts at end of year2014-02-28$6,220,771
Value of interest in pooled separate accounts at beginning of year2014-02-28$7,581,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-02-28$760,634
Net investment gain/loss from pooled separate accounts2014-02-28$284,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28Yes
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Contributions received in cash from employer2014-02-28$177,607
Employer contributions (assets) at end of year2014-02-28$14,430
Employer contributions (assets) at beginning of year2014-02-28$12,482
Income. Dividends from common stock2014-02-28$20,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-02-28$1,778,739
Contract administrator fees2014-02-28$33,900
Assets. Corporate common stocks other than exployer securities at end of year2014-02-28$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-02-28$5,694,127
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Aggregate proceeds on sale of assets2014-02-28$6,656,736
Aggregate carrying amount (costs) on sale of assets2014-02-28$6,467,279
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28No
Opinion of an independent qualified public accountant for this plan2014-02-28Unqualified
Accountancy firm name2014-02-28CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-02-28410746749
2013 : RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-02-28$492,594
Total unrealized appreciation/depreciation of assets2013-02-28$492,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$138,767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$119,342
Total income from all sources (including contributions)2013-02-28$2,580,332
Total loss/gain on sale of assets2013-02-28$-34,605
Total of all expenses incurred2013-02-28$1,953,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$1,733,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$170,368
Value of total assets at end of year2013-02-28$33,124,775
Value of total assets at beginning of year2013-02-28$32,478,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$219,767
Total interest from all sources2013-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2013-02-28$863,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2013-02-28$731,630
Administrative expenses professional fees incurred2013-02-28$73,546
Was this plan covered by a fidelity bond2013-02-28Yes
Value of fidelity bond cover2013-02-28$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-02-28$0
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-02-28$68,548
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-02-28$41,229
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-02-28$116,744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-02-28$97,196
Other income not declared elsewhere2013-02-28$22
Administrative expenses (other) incurred2013-02-28$32,785
Liabilities. Value of operating payables at end of year2013-02-28$22,023
Liabilities. Value of operating payables at beginning of year2013-02-28$22,146
Total non interest bearing cash at end of year2013-02-28$222,772
Total non interest bearing cash at beginning of year2013-02-28$237,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Value of net income/loss2013-02-28$626,784
Value of net assets at end of year (total assets less liabilities)2013-02-28$32,986,008
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$32,359,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Investment advisory and management fees2013-02-28$80,275
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-02-28$19,545,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-02-28$17,815,001
Value of interest in pooled separate accounts at end of year2013-02-28$7,581,836
Value of interest in pooled separate accounts at beginning of year2013-02-28$7,218,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-02-28$497,476
Net investment gain/loss from pooled separate accounts2013-02-28$591,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28Yes
Was there a failure to transmit to the plan any participant contributions2013-02-28No
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Contributions received in cash from employer2013-02-28$170,368
Employer contributions (assets) at end of year2013-02-28$12,482
Employer contributions (assets) at beginning of year2013-02-28$17,194
Income. Dividends from common stock2013-02-28$131,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-28$1,733,781
Contract administrator fees2013-02-28$33,161
Assets. Corporate common stocks other than exployer securities at end of year2013-02-28$5,694,127
Assets. Corporate common stocks other than exployer securities at beginning of year2013-02-28$7,149,804
Did the plan have assets held for investment2013-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-28No
Aggregate proceeds on sale of assets2013-02-28$19,680,605
Aggregate carrying amount (costs) on sale of assets2013-02-28$19,715,210
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-28No
Opinion of an independent qualified public accountant for this plan2013-02-28Unqualified
Accountancy firm name2013-02-28CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-02-28410746749
2012 : RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-02-29$311,098
Total unrealized appreciation/depreciation of assets2012-02-29$311,098
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$119,342
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$167,891
Total income from all sources (including contributions)2012-02-29$1,679,353
Total loss/gain on sale of assets2012-02-29$-243,419
Total of all expenses incurred2012-02-29$1,903,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-02-29$1,704,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-02-29$198,397
Value of total assets at end of year2012-02-29$32,478,566
Value of total assets at beginning of year2012-02-29$32,751,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$199,269
Total interest from all sources2012-02-29$191
Total dividends received (eg from common stock, registered investment company shares)2012-02-29$897,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2012-02-29$783,840
Administrative expenses professional fees incurred2012-02-29$58,707
Was this plan covered by a fidelity bond2012-02-29Yes
Value of fidelity bond cover2012-02-29$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-02-290
Were there any nonexempt tranactions with any party-in-interest2012-02-29No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-02-29$41,229
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-02-29$210,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-02-29$97,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-02-29$147,775
Administrative expenses (other) incurred2012-02-29$24,697
Liabilities. Value of operating payables at end of year2012-02-29$22,146
Liabilities. Value of operating payables at beginning of year2012-02-29$20,116
Total non interest bearing cash at end of year2012-02-29$237,085
Total non interest bearing cash at beginning of year2012-02-29$189,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Value of net income/loss2012-02-29$-224,580
Value of net assets at end of year (total assets less liabilities)2012-02-29$32,359,224
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$32,583,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-02-29No
Were any leases to which the plan was party in default or uncollectible2012-02-29No
Investment advisory and management fees2012-02-29$83,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-02-29$17,815,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-02-29$17,922,454
Value of interest in pooled separate accounts at end of year2012-02-29$7,218,253
Value of interest in pooled separate accounts at beginning of year2012-02-29$7,571,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-02-29$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-02-29$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-02-29$191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-02-29$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-02-29$-109,868
Net investment gain/loss from pooled separate accounts2012-02-29$625,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-02-29Yes
Was there a failure to transmit to the plan any participant contributions2012-02-29No
Has the plan failed to provide any benefit when due under the plan2012-02-29No
Contributions received in cash from employer2012-02-29$198,397
Employer contributions (assets) at end of year2012-02-29$17,194
Employer contributions (assets) at beginning of year2012-02-29$18,913
Income. Dividends from common stock2012-02-29$113,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-02-29$1,704,664
Contract administrator fees2012-02-29$32,713
Assets. Corporate common stocks other than exployer securities at end of year2012-02-29$7,149,804
Assets. Corporate common stocks other than exployer securities at beginning of year2012-02-29$6,838,798
Did the plan have assets held for investment2012-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-02-29No
Aggregate proceeds on sale of assets2012-02-29$15,349,838
Aggregate carrying amount (costs) on sale of assets2012-02-29$15,593,257
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-02-29No
Opinion of an independent qualified public accountant for this plan2012-02-29Unqualified
Accountancy firm name2012-02-29CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-02-29410746749
2011 : RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-02-28$273,790
Total unrealized appreciation/depreciation of assets2011-02-28$273,790
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$167,891
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$328,707
Total income from all sources (including contributions)2011-02-28$3,939,200
Total loss/gain on sale of assets2011-02-28$929,660
Total of all expenses incurred2011-02-28$1,835,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$1,614,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$228,312
Value of total assets at end of year2011-02-28$32,751,695
Value of total assets at beginning of year2011-02-28$30,808,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$220,852
Total interest from all sources2011-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$860,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2011-02-28$758,802
Administrative expenses professional fees incurred2011-02-28$58,448
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-02-28$0
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-02-28$210,665
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-02-28$120,937
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-02-28$147,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-02-28$276,522
Administrative expenses (other) incurred2011-02-28$37,590
Liabilities. Value of operating payables at end of year2011-02-28$20,116
Liabilities. Value of operating payables at beginning of year2011-02-28$52,185
Total non interest bearing cash at end of year2011-02-28$189,538
Total non interest bearing cash at beginning of year2011-02-28$161,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$2,103,750
Value of net assets at end of year (total assets less liabilities)2011-02-28$32,583,804
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$30,480,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Investment advisory and management fees2011-02-28$91,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-02-28$17,922,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-02-28$13,090,001
Value of interest in pooled separate accounts at end of year2011-02-28$7,571,327
Value of interest in pooled separate accounts at beginning of year2011-02-28$2,217,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-02-28$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-02-28$8,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-02-28$8,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-02-28$4,545,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-02-28$1,013,150
Net investment gain/loss from pooled separate accounts2011-02-28$633,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28Yes
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Contributions received in cash from employer2011-02-28$228,312
Employer contributions (assets) at end of year2011-02-28$18,913
Employer contributions (assets) at beginning of year2011-02-28$17,591
Income. Dividends from common stock2011-02-28$101,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$1,614,598
Contract administrator fees2011-02-28$33,020
Assets. Corporate common stocks other than exployer securities at end of year2011-02-28$6,838,798
Assets. Corporate common stocks other than exployer securities at beginning of year2011-02-28$10,647,088
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Aggregate proceeds on sale of assets2011-02-28$32,747,236
Aggregate carrying amount (costs) on sale of assets2011-02-28$31,817,576
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28No
Opinion of an independent qualified public accountant for this plan2011-02-28Unqualified
Accountancy firm name2011-02-28LARSONALLEN LLP
Accountancy firm EIN2011-02-28410746749
2010 : RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-02-28$0

Form 5500 Responses for RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON

2022: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2022 form 5500 responses
2022-03-01Type of plan entityMulti-employer plan
2022-03-01Submission has been amendedNo
2022-03-01This submission is the final filingNo
2022-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-03-01Plan is a collectively bargained planYes
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement – InsuranceYes
2022-03-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2021 form 5500 responses
2021-03-01Type of plan entityMulti-employer plan
2021-03-01Submission has been amendedNo
2021-03-01This submission is the final filingNo
2021-03-01This return/report is a short plan year return/report (less than 12 months)No
2021-03-01Plan is a collectively bargained planYes
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement – InsuranceYes
2021-03-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2020 form 5500 responses
2020-03-01Type of plan entityMulti-employer plan
2020-03-01Submission has been amendedNo
2020-03-01This submission is the final filingNo
2020-03-01This return/report is a short plan year return/report (less than 12 months)No
2020-03-01Plan is a collectively bargained planYes
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement – InsuranceYes
2020-03-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2019 form 5500 responses
2019-03-01Type of plan entityMulti-employer plan
2019-03-01Submission has been amendedNo
2019-03-01This submission is the final filingNo
2019-03-01This return/report is a short plan year return/report (less than 12 months)No
2019-03-01Plan is a collectively bargained planYes
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement – InsuranceYes
2019-03-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2018 form 5500 responses
2018-03-01Type of plan entityMulti-employer plan
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)No
2018-03-01Plan is a collectively bargained planYes
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2017 form 5500 responses
2017-03-01Type of plan entityMulti-employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planYes
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement – InsuranceYes
2017-03-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2016 form 5500 responses
2016-03-01Type of plan entityMulti-employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planYes
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-03-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2015 form 5500 responses
2015-03-01Type of plan entityMulti-employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planYes
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2014 form 5500 responses
2014-03-01Type of plan entityMulti-employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planYes
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2013 form 5500 responses
2013-03-01Type of plan entityMulti-employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planYes
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement – InsuranceYes
2013-03-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2012 form 5500 responses
2012-03-01Type of plan entityMulti-employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planYes
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement – InsuranceYes
2012-03-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2011 form 5500 responses
2011-03-01Type of plan entityMulti-employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planYes
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement – InsuranceYes
2011-03-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN OF THE MILLMEN'S RETIREMENT TRUST OF WASHINGTON 2009 form 5500 responses
2009-03-01Type of plan entityMulti-employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planYes
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement – InsuranceYes
2009-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number421586
Policy instance 1
Insurance contract or identification number421586
Number of Individuals Covered0
Insurance policy start date2022-03-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number421586
Policy instance 1
Insurance contract or identification number421586
Number of Individuals Covered0
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number421586
Policy instance 1
Insurance contract or identification number421586
Number of Individuals Covered0
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number421586
Policy instance 1
Insurance contract or identification number421586
Number of Individuals Covered0
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number421586
Policy instance 1
Insurance contract or identification number421586
Number of Individuals Covered0
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number421586
Policy instance 1
Insurance contract or identification number421586
Number of Individuals Covered0
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number421586
Policy instance 1
Insurance contract or identification number421586
Number of Individuals Covered0
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number421586
Policy instance 1
Insurance contract or identification number421586
Number of Individuals Covered0
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number421586
Policy instance 1
Insurance contract or identification number421586
Number of Individuals Covered0
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number421586
Policy instance 1
Insurance contract or identification number421586
Number of Individuals Covered0
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number421586
Policy instance 1
Insurance contract or identification number421586
Number of Individuals Covered0
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number421586
Policy instance 1
Insurance contract or identification number421586
Number of Individuals Covered0
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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