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DEATH BENEFIT PLAN 401k Plan overview

Plan NameDEATH BENEFIT PLAN
Plan identification number 501

DEATH BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

UNITED ASSC JOURNEYMEN APPRENTICES has sponsored the creation of one or more 401k plans.

Company Name:UNITED ASSC JOURNEYMEN APPRENTICES
Employer identification number (EIN):951113250
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEATH BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012016-02-01KEN JENKINS
5012015-02-01KEN JENKINS
5012014-02-01KEN JENKINS
5012013-02-01KEN JENKINS
5012012-02-01KEN JENKINS
5012011-02-01KEN JENKINS
5012010-02-01KEN JENKINS
5012009-02-01KEN JENKINS

Plan Statistics for DEATH BENEFIT PLAN

401k plan membership statisitcs for DEATH BENEFIT PLAN

Measure Date Value
2016: DEATH BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-010
Total number of active participants reported on line 7a of the Form 55002016-02-01773
Number of other retired or separated participants entitled to future benefits2016-02-01251
Total of all active and inactive participants2016-02-011,024
Total participants2016-02-011,024
2015: DEATH BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-010
Total number of active participants reported on line 7a of the Form 55002015-02-01838
Number of other retired or separated participants entitled to future benefits2015-02-01260
Total of all active and inactive participants2015-02-011,098
Total participants2015-02-010
2014: DEATH BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-01981
Total number of active participants reported on line 7a of the Form 55002014-02-01732
Number of other retired or separated participants entitled to future benefits2014-02-01290
Total of all active and inactive participants2014-02-011,022
Total participants2014-02-010
2013: DEATH BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-01981
Total number of active participants reported on line 7a of the Form 55002013-02-01671
Number of other retired or separated participants entitled to future benefits2013-02-01310
Total of all active and inactive participants2013-02-01981
Total participants2013-02-010
2012: DEATH BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-011,072
Total number of active participants reported on line 7a of the Form 55002012-02-01801
Number of other retired or separated participants entitled to future benefits2012-02-01306
Total of all active and inactive participants2012-02-011,107
Total participants2012-02-010
2011: DEATH BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-011,102
Total number of active participants reported on line 7a of the Form 55002011-02-01772
Number of other retired or separated participants entitled to future benefits2011-02-01287
Total of all active and inactive participants2011-02-011,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-0113
Total participants2011-02-011,072
2010: DEATH BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-011,277
Total number of active participants reported on line 7a of the Form 55002010-02-01816
Number of retired or separated participants receiving benefits2010-02-0117
Number of other retired or separated participants entitled to future benefits2010-02-01269
Total of all active and inactive participants2010-02-011,102
Total participants2010-02-011,102
2009: DEATH BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-011,315
Total number of active participants reported on line 7a of the Form 55002009-02-01956
Number of retired or separated participants receiving benefits2009-02-0119
Number of other retired or separated participants entitled to future benefits2009-02-01302
Total of all active and inactive participants2009-02-011,277
Total participants2009-02-011,277

Financial Data on DEATH BENEFIT PLAN

Measure Date Value
2017 : DEATH BENEFIT PLAN 2017 401k financial data
Total income from all sources2017-01-31$37,539
Expenses. Total of all expenses incurred2017-01-31$26,800
Benefits paid (including direct rollovers)2017-01-31$26,500
Total plan assets at end of year2017-01-31$48,457
Total plan assets at beginning of year2017-01-31$37,718
Total contributions received or receivable from participants2017-01-31$37,539
Expenses. Other expenses not covered elsewhere2017-01-31$300
Net income (gross income less expenses)2017-01-31$10,739
Net plan assets at end of year (total assets less liabilities)2017-01-31$48,457
Net plan assets at beginning of year (total assets less liabilities)2017-01-31$37,718
2016 : DEATH BENEFIT PLAN 2016 401k financial data
Total income from all sources2016-01-31$34,638
Expenses. Total of all expenses incurred2016-01-31$24,319
Benefits paid (including direct rollovers)2016-01-31$24,000
Total plan assets at end of year2016-01-31$37,718
Total plan assets at beginning of year2016-01-31$27,399
Total contributions received or receivable from participants2016-01-31$34,638
Expenses. Other expenses not covered elsewhere2016-01-31$319
Net income (gross income less expenses)2016-01-31$10,319
Net plan assets at end of year (total assets less liabilities)2016-01-31$37,718
Net plan assets at beginning of year (total assets less liabilities)2016-01-31$27,399
2015 : DEATH BENEFIT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-01-31$35,660
Total of all expenses incurred2015-01-31$34,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$34,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$35,660
Value of total assets at end of year2015-01-31$27,399
Value of total assets at beginning of year2015-01-31$25,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Was this plan covered by a fidelity bond2015-01-31No
If this is an individual account plan, was there a blackout period2015-01-31No
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Contributions received from participants2015-01-31$35,660
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-01-31$398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$1,454
Value of net assets at end of year (total assets less liabilities)2015-01-31$27,399
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$25,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Value of interest in common/collective trusts at end of year2015-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-01-31$27,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-01-31$25,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-01-31$25,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31No
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$33,808
Did the plan have assets held for investment2015-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31No
Opinion of an independent qualified public accountant for this plan2015-01-31Unqualified
Accountancy firm name2015-01-31JEFFREY K DORE CPA APC
Accountancy firm EIN2015-01-31330991352
2014 : DEATH BENEFIT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-01-31$30,097
Total of all expenses incurred2014-01-31$34,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$34,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$30,097
Value of total assets at end of year2014-01-31$25,945
Value of total assets at beginning of year2014-01-31$30,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Was this plan covered by a fidelity bond2014-01-31No
If this is an individual account plan, was there a blackout period2014-01-31No
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Contributions received from participants2014-01-31$30,097
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-01-31$1,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$-4,231
Value of net assets at end of year (total assets less liabilities)2014-01-31$25,945
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$30,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Value of interest in common/collective trusts at end of year2014-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-01-31$25,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-01-31$30,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-01-31$30,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31No
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$32,800
Did the plan have assets held for investment2014-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31No
Opinion of an independent qualified public accountant for this plan2014-01-31Unqualified
Accountancy firm name2014-01-31JEFFREY K DORE CPA APC
Accountancy firm EIN2014-01-31330991352
2013 : DEATH BENEFIT PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$2,000
Total income from all sources (including contributions)2013-01-31$67,058
Total of all expenses incurred2013-01-31$44,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$43,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$67,058
Value of total assets at end of year2013-01-31$30,176
Value of total assets at beginning of year2013-01-31$9,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$1,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Was this plan covered by a fidelity bond2013-01-31No
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Contributions received from participants2013-01-31$67,058
Administrative expenses (other) incurred2013-01-31$1,249
Liabilities. Value of operating payables at beginning of year2013-01-31$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$22,241
Value of net assets at end of year (total assets less liabilities)2013-01-31$30,176
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$7,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Value of interest in common/collective trusts at end of year2013-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-01-31$30,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-01-31$9,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-01-31$9,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$43,568
Did the plan have assets held for investment2013-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31No
Opinion of an independent qualified public accountant for this plan2013-01-31Unqualified
Accountancy firm name2013-01-31JEFFREY K DORE CPA APC
Accountancy firm EIN2013-01-31330991352
2012 : DEATH BENEFIT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$2,000
Total income from all sources (including contributions)2012-01-31$26,778
Total of all expenses incurred2012-01-31$24,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$24,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$26,778
Value of total assets at end of year2012-01-31$9,935
Value of total assets at beginning of year2012-01-31$5,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Was this plan covered by a fidelity bond2012-01-31No
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Contributions received from participants2012-01-31$26,778
Administrative expenses (other) incurred2012-01-31$505
Liabilities. Value of operating payables at end of year2012-01-31$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$2,073
Value of net assets at end of year (total assets less liabilities)2012-01-31$7,935
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$5,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-01-31$9,935
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-01-31$5,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-01-31$5,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$24,200
Did the plan have assets held for investment2012-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31No
Opinion of an independent qualified public accountant for this plan2012-01-31Unqualified
Accountancy firm name2012-01-31JEFFREY K DORE CPA APC
Accountancy firm EIN2012-01-31330991352
2011 : DEATH BENEFIT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-01-31$26,272
Total of all expenses incurred2011-01-31$33,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$33,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$26,272
Value of total assets at end of year2011-01-31$5,862
Value of total assets at beginning of year2011-01-31$13,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Was this plan covered by a fidelity bond2011-01-31No
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Contributions received from participants2011-01-31$26,272
Administrative expenses (other) incurred2011-01-31$181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$-7,528
Value of net assets at end of year (total assets less liabilities)2011-01-31$5,862
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$13,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-01-31$5,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-01-31$13,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-01-31$13,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$33,619
Did the plan have assets held for investment2011-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31No
Opinion of an independent qualified public accountant for this plan2011-01-31Unqualified
Accountancy firm name2011-01-31JEFFREY K DORE CPA APC
Accountancy firm EIN2011-01-31330991352

Form 5500 Responses for DEATH BENEFIT PLAN

2016: DEATH BENEFIT PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: DEATH BENEFIT PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: DEATH BENEFIT PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: DEATH BENEFIT PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: DEATH BENEFIT PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: DEATH BENEFIT PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2010: DEATH BENEFIT PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2009: DEATH BENEFIT PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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