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REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 401k Plan overview

Plan NameREDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN
Plan identification number 001

REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

BOARD OF TRUSTEES, REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALL has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALL
Employer identification number (EIN):946186900
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN P MCENTAGART ANISA M. THOMSEN2018-10-12
0012016-01-01ANISA M. THOMSEN
0012015-01-01ANISA M. THOMSEN JOHN P. MCENTAGART2016-10-13
0012014-01-01ANISA M. THOMSEN JACK A. BUCKHORN2015-10-09
0012013-01-01JACK A. BUCKHORN ANISA M. THOMSEN2014-10-14
0012012-01-01ANISA THOMSEN JACK A. BUCKHORN2013-10-15
0012011-01-01ALICE MARSHALL
0012010-01-01ALICE MARSHALL JACK A. BUCKHORN2011-10-11
0012009-01-01ALICE MARSHALL JACK A. BUCKHORN2010-10-06

Plan Statistics for REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN

401k plan membership statisitcs for REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN

Measure Date Value
2022: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,019
Total number of active participants reported on line 7a of the Form 55002022-01-01883
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01118
Total of all active and inactive participants2022-01-011,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0119
Total participants2022-01-011,020
Number of participants with account balances2022-01-01989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,016
Total number of active participants reported on line 7a of the Form 55002021-01-01893
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01112
Total of all active and inactive participants2021-01-011,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0114
Total participants2021-01-011,019
Number of participants with account balances2021-01-01997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01970
Total number of active participants reported on line 7a of the Form 55002020-01-01895
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01112
Total of all active and inactive participants2020-01-011,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-011,016
Number of participants with account balances2020-01-011,002
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01905
Total number of active participants reported on line 7a of the Form 55002019-01-01849
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01108
Total of all active and inactive participants2019-01-01957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-01967
Number of participants with account balances2019-01-01963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0183
2018: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01902
Total number of active participants reported on line 7a of the Form 55002018-01-01810
Number of retired or separated participants receiving benefits2018-01-0154
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0117
Total participants2018-01-01905
Number of participants with account balances2018-01-01886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0196
2017: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01891
Total number of active participants reported on line 7a of the Form 55002017-01-01819
Number of retired or separated participants receiving benefits2017-01-0151
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0115
Total participants2017-01-01902
Number of participants with account balances2017-01-01887
2016: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01875
Total number of active participants reported on line 7a of the Form 55002016-01-01813
Number of retired or separated participants receiving benefits2016-01-0149
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-01891
Number of participants with account balances2016-01-01871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01882
Total number of active participants reported on line 7a of the Form 55002015-01-01790
Number of retired or separated participants receiving benefits2015-01-0152
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0115
Total participants2015-01-01875
Number of participants with account balances2015-01-01855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01899
Total number of active participants reported on line 7a of the Form 55002014-01-01793
Number of retired or separated participants receiving benefits2014-01-0151
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0114
Total participants2014-01-01882
Number of participants with account balances2014-01-01866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01905
Total number of active participants reported on line 7a of the Form 55002013-01-01807
Number of retired or separated participants receiving benefits2013-01-0154
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0111
Total participants2013-01-01899
Number of participants with account balances2013-01-01886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01926
Total number of active participants reported on line 7a of the Form 55002012-01-01821
Number of retired or separated participants receiving benefits2012-01-0151
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0111
Total participants2012-01-01905
Number of participants with account balances2012-01-01892
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0165
2011: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01949
Total number of active participants reported on line 7a of the Form 55002011-01-01853
Number of retired or separated participants receiving benefits2011-01-0148
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-01926
Number of participants with account balances2011-01-01902
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01977
Total number of active participants reported on line 7a of the Form 55002010-01-01884
Number of retired or separated participants receiving benefits2010-01-0143
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-01939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0110
Total participants2010-01-01949
Number of participants with account balances2010-01-01923
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01979
Total number of active participants reported on line 7a of the Form 55002009-01-01918
Number of retired or separated participants receiving benefits2009-01-0139
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-01977
Number of participants with account balances2009-01-01954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0197

Financial Data on REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN

Measure Date Value
2022 : REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$115,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$75,918
Total income from all sources (including contributions)2022-12-31$-34,445,769
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,286,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,970,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,988,245
Value of total assets at end of year2022-12-31$215,327,600
Value of total assets at beginning of year2022-12-31$260,020,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$316,288
Total interest from all sources2022-12-31$144,600
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,118,809
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$1,118,809
Administrative expenses professional fees incurred2022-12-31$87,007
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$2,337,672
Participant contributions at beginning of year2022-12-31$1,918,945
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$75,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$115,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$74,882
Other income not declared elsewhere2022-12-31$492,010
Administrative expenses (other) incurred2022-12-31$99,402
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$1,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-44,732,464
Value of net assets at end of year (total assets less liabilities)2022-12-31$215,212,374
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$259,944,838
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
Investment advisory and management fees2022-12-31$52,144
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$58,253,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$214,291,288
Interest on participant loans2022-12-31$144,600
Value of interest in common/collective trusts at end of year2022-12-31$138,808,362
Value of interest in common/collective trusts at beginning of year2022-12-31$28,597,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,043,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$255,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$255,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,621,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,827,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-35,573,985
Net investment gain or loss from common/collective trusts2022-12-31$-9,615,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$8,913,201
Employer contributions (assets) at end of year2022-12-31$1,260,298
Employer contributions (assets) at beginning of year2022-12-31$1,129,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,970,407
Contract administrator fees2022-12-31$77,735
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$3,261
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$512
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 name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$75,918
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$86,451
Total income from all sources (including contributions)2021-12-31$36,917,219
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,439,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,134,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,799,084
Value of total assets at end of year2021-12-31$260,020,756
Value of total assets at beginning of year2021-12-31$234,553,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$305,101
Total interest from all sources2021-12-31$128,167
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,307,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$11,307,936
Administrative expenses professional fees incurred2021-12-31$80,731
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$8,560,081
Amount contributed by the employer to the plan for this plan year2021-12-31$8,560,081
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$1,918,945
Participant contributions at beginning of year2021-12-31$1,604,962
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$239,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$74,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$84,660
Administrative expenses (other) incurred2021-12-31$98,501
Liabilities. Value of operating payables at end of year2021-12-31$1,036
Liabilities. Value of operating payables at beginning of year2021-12-31$1,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$25,478,062
Value of net assets at end of year (total assets less liabilities)2021-12-31$259,944,838
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$234,466,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$50,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$214,291,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$195,838,822
Interest on participant loans2021-12-31$128,167
Value of interest in common/collective trusts at end of year2021-12-31$28,597,322
Value of interest in common/collective trusts at beginning of year2021-12-31$22,694,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$255,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$319,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$319,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,827,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,947,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,243,396
Net investment gain or loss from common/collective trusts2021-12-31$6,438,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,560,081
Employer contributions (assets) at end of year2021-12-31$1,129,315
Employer contributions (assets) at beginning of year2021-12-31$1,147,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,134,056
Contract administrator fees2021-12-31$75,244
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$512
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$723
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$86,451
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$157,037
Total income from all sources (including contributions)2020-12-31$42,719,924
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,703,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,408,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,209,398
Value of total assets at end of year2020-12-31$234,553,227
Value of total assets at beginning of year2020-12-31$197,607,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$294,522
Total interest from all sources2020-12-31$64,502
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,822,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,822,872
Administrative expenses professional fees incurred2020-12-31$86,230
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$8,143,662
Amount contributed by the employer to the plan for this plan year2020-12-31$8,143,662
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$1,604,962
Participant contributions at beginning of year2020-12-31$886,731
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$65,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$84,660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$138,618
Other income not declared elsewhere2020-12-31$5,361
Administrative expenses (other) incurred2020-12-31$86,550
Liabilities. Value of operating payables at end of year2020-12-31$1,791
Liabilities. Value of operating payables at beginning of year2020-12-31$18,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$37,016,656
Value of net assets at end of year (total assets less liabilities)2020-12-31$234,466,776
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$197,450,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$121,742
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$195,838,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$165,930,424
Interest on participant loans2020-12-31$64,502
Value of interest in common/collective trusts at end of year2020-12-31$22,694,420
Value of interest in common/collective trusts at beginning of year2020-12-31$28,737,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$319,090
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$458,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$458,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,947,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$425,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$27,701,702
Net investment gain or loss from common/collective trusts2020-12-31$3,916,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,143,662
Employer contributions (assets) at end of year2020-12-31$1,147,392
Employer contributions (assets) at beginning of year2020-12-31$1,166,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,408,746
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$723
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$935
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$157,037
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$157,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$70,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$70,682
Total income from all sources (including contributions)2019-12-31$42,075,535
Total income from all sources (including contributions)2019-12-31$42,075,535
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,415,386
Total of all expenses incurred2019-12-31$10,415,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,065,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,065,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,274,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,274,435
Value of total assets at end of year2019-12-31$197,607,157
Value of total assets at end of year2019-12-31$197,607,157
Value of total assets at beginning of year2019-12-31$165,860,653
Value of total assets at beginning of year2019-12-31$165,860,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$349,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$349,479
Total interest from all sources2019-12-31$35,289
Total interest from all sources2019-12-31$35,289
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,606,937
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,606,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,606,937
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,606,937
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$8,271,956
Amount contributed by the employer to the plan for this plan year2019-12-31$8,271,956
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$886,731
Participant contributions at end of year2019-12-31$886,731
Participant contributions at beginning of year2019-12-31$907,204
Participant contributions at beginning of year2019-12-31$907,204
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,479
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$138,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$138,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$7,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$7,166
Administrative expenses (other) incurred2019-12-31$93,601
Administrative expenses (other) incurred2019-12-31$93,601
Liabilities. Value of operating payables at end of year2019-12-31$18,419
Liabilities. Value of operating payables at end of year2019-12-31$18,419
Liabilities. Value of operating payables at beginning of year2019-12-31$63,516
Liabilities. Value of operating payables at beginning of year2019-12-31$63,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$31,660,149
Value of net income/loss2019-12-31$31,660,149
Value of net assets at end of year (total assets less liabilities)2019-12-31$197,450,120
Value of net assets at end of year (total assets less liabilities)2019-12-31$197,450,120
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$165,789,971
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$165,789,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$153,418
Investment advisory and management fees2019-12-31$153,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$165,930,424
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$165,930,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$151,720,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$151,720,955
Interest on participant loans2019-12-31$35,289
Interest on participant loans2019-12-31$35,289
Value of interest in common/collective trusts at end of year2019-12-31$28,737,993
Value of interest in common/collective trusts at end of year2019-12-31$28,737,993
Value of interest in common/collective trusts at beginning of year2019-12-31$11,822,790
Value of interest in common/collective trusts at beginning of year2019-12-31$11,822,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$458,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$458,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$418,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$418,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$418,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$418,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$425,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$425,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$27,275,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$27,275,628
Net investment gain or loss from common/collective trusts2019-12-31$1,883,246
Net investment gain or loss from common/collective trusts2019-12-31$1,883,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,271,956
Contributions received in cash from employer2019-12-31$8,271,956
Employer contributions (assets) at end of year2019-12-31$1,166,940
Employer contributions (assets) at end of year2019-12-31$1,166,940
Employer contributions (assets) at beginning of year2019-12-31$990,843
Employer contributions (assets) at beginning of year2019-12-31$990,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,065,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,065,907
Contract administrator fees2019-12-31$102,460
Contract administrator fees2019-12-31$102,460
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$935
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$935
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
Accountancy firm EIN2019-12-31952036255
2018 : REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$70,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$94,666
Total income from all sources (including contributions)2018-12-31$266,872
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,150,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,803,502
Expenses. Certain deemed distributions of participant loans2018-12-31$26,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,450,282
Value of total assets at end of year2018-12-31$165,860,653
Value of total assets at beginning of year2018-12-31$174,767,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$320,003
Total interest from all sources2018-12-31$44,484
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,273,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,273,852
Administrative expenses professional fees incurred2018-12-31$91,164
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$7,445,686
Amount contributed by the employer to the plan for this plan year2018-12-31$7,445,686
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$907,204
Participant contributions at beginning of year2018-12-31$955,938
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$7,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$11,400
Administrative expenses (other) incurred2018-12-31$30,172
Liabilities. Value of operating payables at end of year2018-12-31$63,516
Liabilities. Value of operating payables at beginning of year2018-12-31$83,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,883,208
Value of net assets at end of year (total assets less liabilities)2018-12-31$165,789,971
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$174,673,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$153,386
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$151,720,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$162,168,650
Interest on participant loans2018-12-31$44,484
Value of interest in common/collective trusts at end of year2018-12-31$11,822,790
Value of interest in common/collective trusts at beginning of year2018-12-31$10,421,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$418,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$232,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$232,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,755,382
Net investment gain or loss from common/collective trusts2018-12-31$253,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,450,282
Employer contributions (assets) at end of year2018-12-31$990,843
Employer contributions (assets) at beginning of year2018-12-31$989,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,803,502
Contract administrator fees2018-12-31$45,281
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$434
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$94,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$34,054
Total income from all sources (including contributions)2017-12-31$30,655,955
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,779,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,406,332
Expenses. Certain deemed distributions of participant loans2017-12-31$81,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,409,088
Value of total assets at end of year2017-12-31$174,767,845
Value of total assets at beginning of year2017-12-31$148,830,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$291,890
Total interest from all sources2017-12-31$43,145
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,570,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,570,849
Administrative expenses professional fees incurred2017-12-31$144,236
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$6,304,606
Amount contributed by the employer to the plan for this plan year2017-12-31$6,304,606
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$955,938
Participant contributions at beginning of year2017-12-31$911,748
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$104,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$11,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$10,748
Other income not declared elsewhere2017-12-31$153,634
Administrative expenses (other) incurred2017-12-31$30,484
Liabilities. Value of operating payables at end of year2017-12-31$83,266
Liabilities. Value of operating payables at beginning of year2017-12-31$23,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$25,876,608
Value of net assets at end of year (total assets less liabilities)2017-12-31$174,673,179
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$148,796,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$117,170
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$162,168,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$136,029,369
Interest on participant loans2017-12-31$42,983
Value of interest in common/collective trusts at end of year2017-12-31$10,421,041
Value of interest in common/collective trusts at beginning of year2017-12-31$10,870,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$232,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$236,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$236,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,273,033
Net investment gain or loss from common/collective trusts2017-12-31$206,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,304,606
Employer contributions (assets) at end of year2017-12-31$989,494
Employer contributions (assets) at beginning of year2017-12-31$779,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,406,332
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$434
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$2,590
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31VAVRINEK, TRINE, DAY & CO., LLP
Accountancy firm EIN2017-12-31952648289
2016 : REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$34,054
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$30,232
Total income from all sources (including contributions)2016-12-31$14,903,236
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,972,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,682,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,842,500
Value of total assets at end of year2016-12-31$148,830,625
Value of total assets at beginning of year2016-12-31$143,895,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$289,185
Total interest from all sources2016-12-31$38,374
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,622,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,622,233
Administrative expenses professional fees incurred2016-12-31$155,206
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$4,842,500
Amount contributed by the employer to the plan for this plan year2016-12-31$4,842,500
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$911,748
Participant contributions at beginning of year2016-12-31$840,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$10,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$164,630
Administrative expenses (other) incurred2016-12-31$27,059
Liabilities. Value of operating payables at end of year2016-12-31$23,306
Liabilities. Value of operating payables at beginning of year2016-12-31$30,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,931,107
Value of net assets at end of year (total assets less liabilities)2016-12-31$148,796,571
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$143,865,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$106,920
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$136,029,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$131,185,659
Interest on participant loans2016-12-31$38,223
Value of interest in common/collective trusts at end of year2016-12-31$10,870,490
Value of interest in common/collective trusts at beginning of year2016-12-31$10,732,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$236,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$416,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$416,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,017,427
Net investment gain or loss from common/collective trusts2016-12-31$218,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,842,500
Employer contributions (assets) at end of year2016-12-31$779,481
Employer contributions (assets) at beginning of year2016-12-31$716,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,682,944
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$2,590
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$4,092
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HEMMING MORSE, LLP
Accountancy firm EIN2016-12-31300702322
2015 : REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$30,232
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$27,588
Total income from all sources (including contributions)2015-12-31$5,001,188
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,427,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,155,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,799,360
Value of total assets at end of year2015-12-31$143,895,696
Value of total assets at beginning of year2015-12-31$144,318,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$271,820
Total interest from all sources2015-12-31$249,458
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,063,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,063,879
Administrative expenses professional fees incurred2015-12-31$139,352
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$4,773,768
Amount contributed by the employer to the plan for this plan year2015-12-31$4,773,768
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$840,185
Participant contributions at beginning of year2015-12-31$1,251,180
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$25,592
Administrative expenses (other) incurred2015-12-31$28,157
Liabilities. Value of operating payables at end of year2015-12-31$30,232
Liabilities. Value of operating payables at beginning of year2015-12-31$27,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-425,829
Value of net assets at end of year (total assets less liabilities)2015-12-31$143,865,464
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$144,291,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$104,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$131,185,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$131,857,845
Interest on participant loans2015-12-31$36,650
Interest earned on other investments2015-12-31$212,660
Value of interest in common/collective trusts at end of year2015-12-31$10,732,945
Value of interest in common/collective trusts at beginning of year2015-12-31$10,232,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$416,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$401,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$401,619
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$149,753
Net investment gain or loss from common/collective trusts2015-12-31$-3,261,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,773,768
Employer contributions (assets) at end of year2015-12-31$716,505
Employer contributions (assets) at beginning of year2015-12-31$567,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,155,197
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$4,092
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$8,929
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31HEMMING MORSE, LLP
Accountancy firm EIN2015-12-31300702322
2014 : REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$27,588
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$37,684
Total income from all sources (including contributions)2014-12-31$13,895,965
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,640,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,424,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,960,763
Value of total assets at end of year2014-12-31$144,318,881
Value of total assets at beginning of year2014-12-31$137,073,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$215,036
Total interest from all sources2014-12-31$35,727
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,762,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,762,481
Administrative expenses professional fees incurred2014-12-31$75,534
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$3,829,751
Amount contributed by the employer to the plan for this plan year2014-12-31$3,829,751
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$1,251,180
Participant contributions at beginning of year2014-12-31$1,202,586
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$131,012
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$656
Other income not declared elsewhere2014-12-31$58,177
Administrative expenses (other) incurred2014-12-31$86,195
Liabilities. Value of operating payables at end of year2014-12-31$27,588
Liabilities. Value of operating payables at beginning of year2014-12-31$37,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,255,950
Value of net assets at end of year (total assets less liabilities)2014-12-31$144,291,293
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$137,035,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$53,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$131,857,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$124,046,313
Interest on participant loans2014-12-31$35,594
Value of interest in common/collective trusts at end of year2014-12-31$10,232,037
Value of interest in common/collective trusts at beginning of year2014-12-31$10,966,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$401,619
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$354,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$354,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,873,285
Net investment gain or loss from common/collective trusts2014-12-31$205,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,829,751
Employer contributions (assets) at end of year2014-12-31$567,271
Employer contributions (assets) at beginning of year2014-12-31$488,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,424,979
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$8,929
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$13,765
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31HEMMING MORSE, LLP
Accountancy firm EIN2014-12-31300702322
2013 : REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$37,684
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$19,659
Total income from all sources (including contributions)2013-12-31$23,735,722
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,083,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,906,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,964,674
Value of total assets at end of year2013-12-31$137,073,027
Value of total assets at beginning of year2013-12-31$117,403,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$177,540
Total interest from all sources2013-12-31$33,445
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,440,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,440,747
Administrative expenses professional fees incurred2013-12-31$56,317
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$3,955,426
Amount contributed by the employer to the plan for this plan year2013-12-31$3,955,426
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$1,202,586
Participant contributions at beginning of year2013-12-31$1,063,065
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,248
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$913
Other income not declared elsewhere2013-12-31$10,349
Administrative expenses (other) incurred2013-12-31$91,055
Liabilities. Value of operating payables at end of year2013-12-31$37,684
Liabilities. Value of operating payables at beginning of year2013-12-31$18,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$19,651,884
Value of net assets at end of year (total assets less liabilities)2013-12-31$137,035,343
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$117,383,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$30,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$124,046,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$104,746,675
Interest on participant loans2013-12-31$33,319
Value of interest in common/collective trusts at end of year2013-12-31$10,966,979
Value of interest in common/collective trusts at beginning of year2013-12-31$10,959,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$354,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$222,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$222,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$16,086,192
Net investment gain or loss from common/collective trusts2013-12-31$200,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,955,426
Employer contributions (assets) at end of year2013-12-31$488,276
Employer contributions (assets) at beginning of year2013-12-31$402,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,906,298
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$13,765
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$7,816
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HEMMING MORSE, LLP
Accountancy firm EIN2013-12-31300702322
2012 : REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$19,659
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$18,007
Total income from all sources (including contributions)2012-12-31$15,642,922
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,915,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,736,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,328,055
Value of total assets at end of year2012-12-31$117,403,118
Value of total assets at beginning of year2012-12-31$105,673,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$178,673
Total interest from all sources2012-12-31$35,152
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,499,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,499,855
Administrative expenses professional fees incurred2012-12-31$63,311
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$1,063,065
Participant contributions at beginning of year2012-12-31$683,542
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$612
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$568
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$913
Other income not declared elsewhere2012-12-31$306,030
Administrative expenses (other) incurred2012-12-31$86,710
Liabilities. Value of operating payables at end of year2012-12-31$18,746
Liabilities. Value of operating payables at beginning of year2012-12-31$18,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$11,727,835
Value of net assets at end of year (total assets less liabilities)2012-12-31$117,383,459
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$105,655,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$28,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$104,746,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$93,208,609
Interest on participant loans2012-12-31$34,986
Value of interest in common/collective trusts at end of year2012-12-31$10,959,459
Value of interest in common/collective trusts at beginning of year2012-12-31$11,262,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$222,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$255,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$255,535
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,190,385
Net investment gain or loss from common/collective trusts2012-12-31$283,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,327,443
Employer contributions (assets) at end of year2012-12-31$402,692
Employer contributions (assets) at beginning of year2012-12-31$249,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,736,414
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$7,816
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$10,405
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HEMMING MORSE, LLP
Accountancy firm EIN2012-12-31300702322
2011 : REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$18,007
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$31,924
Total income from all sources (including contributions)2011-12-31$3,699,561
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,272,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,957,724
Expenses. Certain deemed distributions of participant loans2011-12-31$133,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,777,986
Value of total assets at end of year2011-12-31$105,673,631
Value of total assets at beginning of year2011-12-31$107,260,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$181,387
Total interest from all sources2011-12-31$38,759
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,351,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,351,834
Administrative expenses professional fees incurred2011-12-31$67,900
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$2,700,442
Amount contributed by the employer to the plan for this plan year2011-12-31$2,700,442
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$683,542
Participant contributions at beginning of year2011-12-31$887,692
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$77,544
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$647
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,085
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,694
Administrative expenses (other) incurred2011-12-31$27,376
Liabilities. Value of operating payables at end of year2011-12-31$18,007
Liabilities. Value of operating payables at beginning of year2011-12-31$31,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,572,937
Value of net assets at end of year (total assets less liabilities)2011-12-31$105,655,624
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$107,228,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$93,208,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$97,355,600
Interest on participant loans2011-12-31$38,592
Interest earned on other investments2011-12-31$167
Value of interest in common/collective trusts at end of year2011-12-31$11,262,171
Value of interest in common/collective trusts at beginning of year2011-12-31$8,402,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$255,535
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$226,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$226,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,745,155
Net investment gain or loss from common/collective trusts2011-12-31$276,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,700,442
Employer contributions (assets) at end of year2011-12-31$249,284
Employer contributions (assets) at beginning of year2011-12-31$369,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,957,077
Contract administrator fees2011-12-31$86,111
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$10,405
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$14,332
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KENNETH DOYLE, CPA
Accountancy firm EIN2011-12-31261501846
2010 : REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$31,924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$28,650
Total income from all sources (including contributions)2010-12-31$14,192,375
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,111,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,765,420
Expenses. Certain deemed distributions of participant loans2010-12-31$161,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,854,454
Value of total assets at end of year2010-12-31$107,260,485
Value of total assets at beginning of year2010-12-31$97,176,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$185,177
Total interest from all sources2010-12-31$45,762
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,053,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,053,737
Administrative expenses professional fees incurred2010-12-31$69,897
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$2,770,875
Amount contributed by the employer to the plan for this plan year2010-12-31$2,770,875
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$887,692
Participant contributions at beginning of year2010-12-31$895,322
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$83,579
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$5,228
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,694
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,093
Administrative expenses (other) incurred2010-12-31$39,979
Liabilities. Value of operating payables at end of year2010-12-31$31,924
Liabilities. Value of operating payables at beginning of year2010-12-31$28,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,080,613
Value of net assets at end of year (total assets less liabilities)2010-12-31$107,228,561
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$97,147,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$97,355,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$88,153,590
Interest on participant loans2010-12-31$45,600
Value of interest in common/collective trusts at end of year2010-12-31$8,402,611
Value of interest in common/collective trusts at beginning of year2010-12-31$7,530,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$226,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$251,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$251,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,005,429
Net investment gain or loss from common/collective trusts2010-12-31$232,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,770,875
Employer contributions (assets) at end of year2010-12-31$369,670
Employer contributions (assets) at beginning of year2010-12-31$331,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,760,192
Contract administrator fees2010-12-31$75,301
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$14,332
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$11,049
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KENNETH DOYLE CPA
Accountancy firm EIN2010-12-31261501846
2009 : REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$3,196,402
Amount contributed by the employer to the plan for this plan year2009-12-31$3,196,402

Form 5500 Responses for REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN

2022: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: REDWOOD EMPIRE ELECTRICAL WORKERS INDIVIDUALLY ALLOCATED PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSAGIC 021109
Policy instance 1
Insurance contract or identification numberSAGIC 021109
Number of Individuals Covered989
Insurance policy start date2022-01-01
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?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSAGIC 021109
Policy instance 1
Insurance contract or identification numberSAGIC 021109
Number of Individuals Covered997
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSAGIC 021109
Policy instance 1
Insurance contract or identification numberSAGIC 021109
Number of Individuals Covered1002
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSAGIC 021109
Policy instance 1
Insurance contract or identification numberSAGIC 021109
Number of Individuals Covered963
Insurance policy start date2019-07-01
Insurance policy end date2019-12-31
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

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