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PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 401k Plan overview

Plan NamePENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA
Plan identification number 003

PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KAANAPALI LAND LLC has sponsored the creation of one or more 401k plans.

Company Name:KAANAPALI LAND LLC
Employer identification number (EIN):010731997
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01RICHARD HELLAND2023-10-16
0032021-01-01RICHARD HELLAND2022-10-17
0032020-01-01RICHARD HELLAND2021-10-15
0032019-01-01RICHARD HELLAND2020-10-15
0032018-01-01
0032017-01-01THOMAS D WALICH
0032016-01-01THOMAS D WALICH
0032016-01-01
0032016-01-01
0032015-01-01
0032014-01-01THOMAS D WALICH
0032013-01-01THOMAS D WALICH
0032012-01-01THOMAS D WALICH
0032011-01-01THOMAS D WALICH
0032009-01-01THOMAS D WALICH THOMAS D. WALICH2010-10-14
0032007-01-01THOMAS D WALICH THOMAS D. WALICH2010-08-06
0032007-01-01THOMAS D WALICH THOMAS D. WALICH2010-08-24

Plan Statistics for PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA

401k plan membership statisitcs for PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA

Measure Date Value
2022: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2022 401k membership
Market value of plan assets2022-12-3120,383,248
Acturial value of plan assets2022-12-3118,775,430
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-311
Fundng target for terminated vested participants2022-12-314
Active participant vested funding target2022-12-31410,024
Number of active participants2022-12-3126
Total funding liabilities for active participants2022-12-31410,024
Total participant count2022-12-3127
Total funding target for all participants2022-12-31410,028
Balance at beginning of prior year after applicable adjustments2022-12-316,521,563
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-316,521,563
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-317,499,145
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31447,987
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0127
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2021 401k membership
Market value of plan assets2021-12-3117,923,753
Acturial value of plan assets2021-12-3116,726,578
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-31356,346
Number of active participants2021-12-3126
Total funding liabilities for active participants2021-12-31356,346
Total participant count2021-12-3126
Total funding target for all participants2021-12-31356,346
Balance at beginning of prior year after applicable adjustments2021-12-315,672,404
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-315,672,404
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-316,521,563
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31278,860
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0126
Total number of active participants reported on line 7a of the Form 55002021-01-0126
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2020 401k membership
Market value of plan assets2020-12-3116,123,001
Acturial value of plan assets2020-12-3115,958,653
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3111
Fundng target for terminated vested participants2020-12-31289,368
Active participant vested funding target2020-12-31299,959
Number of active participants2020-12-3124
Total funding liabilities for active participants2020-12-31299,959
Total participant count2020-12-3135
Total funding target for all participants2020-12-31589,327
Balance at beginning of prior year after applicable adjustments2020-12-315,111,655
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-315,111,655
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-315,672,404
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31362,075
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0135
Total number of active participants reported on line 7a of the Form 55002020-01-0126
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2019 401k membership
Market value of plan assets2019-12-3114,786,562
Acturial value of plan assets2019-12-3115,487,458
Funding target for retired participants and beneficiaries receiving payment2019-12-31277,550
Number of terminated vested participants2019-12-3111
Fundng target for terminated vested participants2019-12-31186,801
Active participant vested funding target2019-12-31313,775
Number of active participants2019-12-3124
Total funding liabilities for active participants2019-12-31313,775
Total participant count2019-12-31167
Total funding target for all participants2019-12-31778,126
Balance at beginning of prior year after applicable adjustments2019-12-315,133,215
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-315,133,215
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-315,111,655
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31547,175
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01167
Total number of active participants reported on line 7a of the Form 55002019-01-0124
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2018 401k membership
Market value of plan assets2018-12-3115,194,916
Acturial value of plan assets2018-12-3116,164,223
Funding target for retired participants and beneficiaries receiving payment2018-12-31318,781
Number of terminated vested participants2018-12-318
Fundng target for terminated vested participants2018-12-31178,425
Active participant vested funding target2018-12-31228,574
Number of active participants2018-12-3126
Total funding liabilities for active participants2018-12-31228,574
Total participant count2018-12-31186
Total funding target for all participants2018-12-31725,780
Balance at beginning of prior year after applicable adjustments2018-12-314,895,770
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-314,895,770
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-315,133,215
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31609,163
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01186
Total number of active participants reported on line 7a of the Form 55002018-01-0124
Number of retired or separated participants receiving benefits2018-01-0191
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0144
Total participants2018-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2017 401k membership
Market value of plan assets2017-12-3115,477,689
Acturial value of plan assets2017-12-3117,025,457
Funding target for retired participants and beneficiaries receiving payment2017-12-31387,206
Number of terminated vested participants2017-12-317
Fundng target for terminated vested participants2017-12-3191,169
Active participant vested funding target2017-12-31590,217
Number of active participants2017-12-3128
Total funding liabilities for active participants2017-12-31590,217
Total participant count2017-12-31208
Total funding target for all participants2017-12-311,068,592
Balance at beginning of prior year after applicable adjustments2017-12-314,933,760
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-314,933,760
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-314,895,770
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31610,543
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01208
Total number of active participants reported on line 7a of the Form 55002017-01-0126
Number of retired or separated participants receiving benefits2017-01-01106
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0149
Total participants2017-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2016 401k membership
Market value of plan assets2016-12-3159,374,346
Acturial value of plan assets2016-12-3164,164,136
Funding target for retired participants and beneficiaries receiving payment2016-12-3128,371,306
Number of terminated vested participants2016-12-31194
Fundng target for terminated vested participants2016-12-313,168,128
Active participant vested funding target2016-12-31501,324
Number of active participants2016-12-3129
Total funding liabilities for active participants2016-12-31501,324
Total participant count2016-12-311,629
Total funding target for all participants2016-12-3132,040,758
Balance at beginning of prior year after applicable adjustments2016-12-315,120,133
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-315,120,133
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-314,933,760
Balance of prefunding at beginning of current year2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31602,050
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,610
Total number of active participants reported on line 7a of the Form 55002016-01-0129
Number of retired or separated participants receiving benefits2016-01-011,152
Number of other retired or separated participants entitled to future benefits2016-01-01175
Total of all active and inactive participants2016-01-011,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01188
Total participants2016-01-011,544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2015 401k membership
Total participants, beginning-of-year2015-01-011,610
Total number of active participants reported on line 7a of the Form 55002015-01-0129
Number of retired or separated participants receiving benefits2015-01-011,152
Number of other retired or separated participants entitled to future benefits2015-01-01175
Total of all active and inactive participants2015-01-011,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01188
Total participants2015-01-011,544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2014 401k membership
Total participants, beginning-of-year2014-01-011,672
Total number of active participants reported on line 7a of the Form 55002014-01-0130
Number of retired or separated participants receiving benefits2014-01-011,171
Number of other retired or separated participants entitled to future benefits2014-01-01227
Total of all active and inactive participants2014-01-011,428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01182
Total participants2014-01-011,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2013 401k membership
Total participants, beginning-of-year2013-01-011,714
Total number of active participants reported on line 7a of the Form 55002013-01-0129
Number of retired or separated participants receiving benefits2013-01-011,189
Number of other retired or separated participants entitled to future benefits2013-01-01270
Total of all active and inactive participants2013-01-011,488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01184
Total participants2013-01-011,672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2012 401k membership
Total participants, beginning-of-year2012-01-011,784
Total number of active participants reported on line 7a of the Form 55002012-01-0128
Number of retired or separated participants receiving benefits2012-01-011,195
Number of other retired or separated participants entitled to future benefits2012-01-01304
Total of all active and inactive participants2012-01-011,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01187
Total participants2012-01-011,714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2011 401k membership
Total participants, beginning-of-year2011-01-011,865
Total number of active participants reported on line 7a of the Form 55002011-01-0134
Number of retired or separated participants receiving benefits2011-01-011,179
Number of other retired or separated participants entitled to future benefits2011-01-01394
Total of all active and inactive participants2011-01-011,607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01177
Total participants2011-01-011,784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2009 401k membership
Total participants, beginning-of-year2009-01-011,988
Total number of active participants reported on line 7a of the Form 55002009-01-0128
Number of retired or separated participants receiving benefits2009-01-011,181
Number of other retired or separated participants entitled to future benefits2009-01-01584
Total of all active and inactive participants2009-01-011,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01141
Total participants2009-01-011,934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2007 401k membership
Total participants, beginning-of-year2007-01-012,074
Total number of active participants reported on line 7a of the Form 55002007-01-0147
Number of retired or separated participants receiving benefits2007-01-011,162
Number of other retired or separated participants entitled to future benefits2007-01-01659
Total of all active and inactive participants2007-01-011,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-01172
Total participants2007-01-012,040
Number of participants with account balances2007-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA

Measure Date Value
2022 : PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2022 401k financial data
Total plan liabilities at end of year2022-12-31$134,984
Total plan liabilities at beginning of year2022-12-31$902
Total income from all sources2022-12-31$322,697
Expenses. Total of all expenses incurred2022-12-31$1,007,687
Benefits paid (including direct rollovers)2022-12-31$473,986
Total plan assets at end of year2022-12-31$19,832,339
Total plan assets at beginning of year2022-12-31$20,383,247
Value of fidelity bond covering the plan2022-12-31$10,000,000
Other income received2022-12-31$-148,957
Net income (gross income less expenses)2022-12-31$-684,990
Net plan assets at end of year (total assets less liabilities)2022-12-31$19,697,355
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$20,382,345
Assets. Value of assets in partnership/joint-venture interests2022-12-31$3,908
Total contributions received or receivable from employer(s)2022-12-31$471,654
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$533,701
2021 : PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2021 401k financial data
Total plan liabilities at end of year2021-12-31$902
Total plan liabilities at beginning of year2021-12-31$5,424
Total income from all sources2021-12-31$2,670,809
Expenses. Total of all expenses incurred2021-12-31$206,792
Benefits paid (including direct rollovers)2021-12-31$12,732
Total plan assets at end of year2021-12-31$20,383,247
Total plan assets at beginning of year2021-12-31$17,923,752
Value of fidelity bond covering the plan2021-12-31$10,000,000
Other income received2021-12-31$2,670,809
Net income (gross income less expenses)2021-12-31$2,464,017
Net plan assets at end of year (total assets less liabilities)2021-12-31$20,382,345
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$17,918,328
Assets. Value of assets in partnership/joint-venture interests2021-12-31$3,913
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$194,060
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2020 401k financial data
Total plan liabilities at end of year2020-12-31$5,424
Total plan liabilities at beginning of year2020-12-31$32,420
Total income from all sources2020-12-31$2,372,232
Expenses. Total of all expenses incurred2020-12-31$544,485
Benefits paid (including direct rollovers)2020-12-31$318,413
Total plan assets at end of year2020-12-31$17,923,752
Total plan assets at beginning of year2020-12-31$16,123,001
Value of fidelity bond covering the plan2020-12-31$10,000,000
Other income received2020-12-31$2,372,232
Net income (gross income less expenses)2020-12-31$1,827,747
Net plan assets at end of year (total assets less liabilities)2020-12-31$17,918,328
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$16,090,581
Assets. Value of assets in partnership/joint-venture interests2020-12-31$21,235
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$226,072
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-203,094
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-203,094
Total unrealized appreciation/depreciation of assets2019-12-31$-203,094
Total unrealized appreciation/depreciation of assets2019-12-31$-203,094
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$32,420
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$32,420
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,810
Total income from all sources (including contributions)2019-12-31$2,383,322
Total income from all sources (including contributions)2019-12-31$2,383,322
Total loss/gain on sale of assets2019-12-31$209,907
Total loss/gain on sale of assets2019-12-31$209,907
Total of all expenses incurred2019-12-31$1,505,679
Total of all expenses incurred2019-12-31$1,505,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,267,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,267,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$16,123,001
Value of total assets at beginning of year2019-12-31$15,242,748
Value of total assets at beginning of year2019-12-31$15,242,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$237,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$237,840
Total interest from all sources2019-12-31$67,931
Total interest from all sources2019-12-31$67,931
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$34,992
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$34,992
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$34,992
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$34,992
Administrative expenses professional fees incurred2019-12-31$153,136
Administrative expenses professional fees incurred2019-12-31$153,136
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$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,841,779
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,841,779
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$865
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$865
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$738
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$738
Other income not declared elsewhere2019-12-31$38,119
Other income not declared elsewhere2019-12-31$38,119
Administrative expenses (other) incurred2019-12-31$64,510
Administrative expenses (other) incurred2019-12-31$64,510
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$877,643
Value of net income/loss2019-12-31$877,643
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,090,581
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,090,581
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,212,938
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,212,938
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
Assets. partnership/joint venture interests at end of year2019-12-31$1,484,663
Assets. partnership/joint venture interests at end of year2019-12-31$1,484,663
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,298,698
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,298,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,514,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,514,444
Interest earned on other investments2019-12-31$56,594
Interest earned on other investments2019-12-31$56,594
Value of interest in common/collective trusts at end of year2019-12-31$11,542,662
Value of interest in common/collective trusts at end of year2019-12-31$11,542,662
Value of interest in common/collective trusts at beginning of year2019-12-31$9,810,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$796,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$796,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$491,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$491,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$491,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$491,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$11,337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$11,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,583,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,583,466
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,231,327
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,231,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$273,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$273,771
Net investment gain or loss from common/collective trusts2019-12-31$1,961,696
Net investment gain or loss from common/collective trusts2019-12-31$1,961,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$36,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$36,512
Contract administrator fees2019-12-31$20,194
Contract administrator fees2019-12-31$20,194
Liabilities. Value of benefit claims payable at end of year2019-12-31$32,420
Liabilities. Value of benefit claims payable at end of year2019-12-31$32,420
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$29,810
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$29,810
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
Aggregate proceeds on sale of assets2019-12-31$3,047,586
Aggregate proceeds on sale of assets2019-12-31$3,047,586
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,837,679
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,837,679
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
Accountancy firm EIN2019-12-31366055558
2018 : PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-193,921
Total unrealized appreciation/depreciation of assets2018-12-31$-193,921
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,204
Total income from all sources (including contributions)2018-12-31$-156,227
Total loss/gain on sale of assets2018-12-31$840,500
Total of all expenses incurred2018-12-31$359,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$79,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$15,242,748
Value of total assets at beginning of year2018-12-31$15,746,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$279,887
Total interest from all sources2018-12-31$9,931
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$25,661
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$25,661
Administrative expenses professional fees incurred2018-12-31$238,817
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,841,779
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,277,673
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$738
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$540
Other income not declared elsewhere2018-12-31$108,974
Administrative expenses (other) incurred2018-12-31$41,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-515,940
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,212,938
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,728,878
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,514,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,333,687
Interest earned on other investments2018-12-31$-73,714
Value of interest in common/collective trusts at end of year2018-12-31$9,810,826
Value of interest in common/collective trusts at beginning of year2018-12-31$10,184,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$491,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$293,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$293,227
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$83,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,583,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,656,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-200,081
Net investment gain or loss from common/collective trusts2018-12-31$-747,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$79,826
Liabilities. Value of benefit claims payable at end of year2018-12-31$29,810
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$17,204
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
Aggregate proceeds on sale of assets2018-12-31$1,639,883
Aggregate carrying amount (costs) on sale of assets2018-12-31$799,383
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG
Accountancy firm EIN2018-12-31135565207
2017 : PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-54,101
Total unrealized appreciation/depreciation of assets2017-12-31$-54,101
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,204
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$138,633
Total income from all sources (including contributions)2017-12-31$702,439
Total loss/gain on sale of assets2017-12-31$41,508
Total of all expenses incurred2017-12-31$866,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$594,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$15,746,082
Value of total assets at beginning of year2017-12-31$16,031,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$271,894
Total interest from all sources2017-12-31$124,346
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,880
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$10,880
Administrative expenses professional fees incurred2017-12-31$165,339
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,277,673
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$6,039,103
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$138,633
Other income not declared elsewhere2017-12-31$66,281
Administrative expenses (other) incurred2017-12-31$38,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-163,844
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,728,878
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,892,722
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
Assets. partnership/joint venture interests at beginning of year2017-12-31$5,135,926
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,333,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$50,857
Interest earned on other investments2017-12-31$19,030
Value of interest in common/collective trusts at end of year2017-12-31$10,184,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$293,227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,805,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,805,469
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$105,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,656,568
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$80,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,373
Net investment gain or loss from common/collective trusts2017-12-31$505,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$513,445
Contract administrator fees2017-12-31$68,067
Liabilities. Value of benefit claims payable at end of year2017-12-31$17,204
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
Aggregate proceeds on sale of assets2017-12-31$22,260,674
Aggregate carrying amount (costs) on sale of assets2017-12-31$22,219,166
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG
Accountancy firm EIN2017-12-31135565207
2016 : PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-5,019,800
Total unrealized appreciation/depreciation of assets2016-12-31$-5,019,800
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$138,633
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$58,904
Total income from all sources (including contributions)2016-12-31$-222,936
Total loss/gain on sale of assets2016-12-31$4,220,167
Total of all expenses incurred2016-12-31$43,674,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$42,784,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$16,031,355
Value of total assets at beginning of year2016-12-31$59,849,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$890,428
Total interest from all sources2016-12-31$81,306
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$495,391
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$495,391
Administrative expenses professional fees incurred2016-12-31$890,428
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,397,958
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,687,268
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$30,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$138,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$58,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-43,897,389
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,892,722
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$59,790,111
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
Assets. partnership/joint venture interests at end of year2016-12-31$5,135,926
Assets. partnership/joint venture interests at beginning of year2016-12-31$24,041,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$50,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,781,379
Value of interest in pooled separate accounts at end of year2016-12-31$1,641,145
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,687,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,805,469
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$338,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$338,768
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$81,306
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$39,704,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,079,725
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
Aggregate proceeds on sale of assets2016-12-31$4,220,167
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG
Accountancy firm EIN2016-12-31135565207
2015 : PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-4,217,228
Total unrealized appreciation/depreciation of assets2015-12-31$-4,217,228
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$58,904
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$83,418
Total income from all sources (including contributions)2015-12-31$-1,838,151
Total loss/gain on sale of assets2015-12-31$1,889,623
Total of all expenses incurred2015-12-31$3,986,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,492,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$59,848,985
Value of total assets at beginning of year2015-12-31$65,698,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$494,551
Total interest from all sources2015-12-31$82,923
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$406,531
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$406,531
Administrative expenses professional fees incurred2015-12-31$259,488
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$266,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$58,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$83,418
Administrative expenses (other) incurred2015-12-31$91,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,824,806
Value of net assets at end of year (total assets less liabilities)2015-12-31$59,790,081
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$65,614,887
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
Assets. partnership/joint venture interests at end of year2015-12-31$24,041,600
Assets. partnership/joint venture interests at beginning of year2015-12-31$28,125,179
Investment advisory and management fees2015-12-31$68,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$33,781,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,556,174
Value of interest in pooled separate accounts at end of year2015-12-31$1,687,268
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,627,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$338,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$123,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$123,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$82,923
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$20,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,471,985
Contract administrator fees2015-12-31$74,543
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$1,889,623
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG
Accountancy firm EIN2015-12-31135565207
2014 : PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,559,525
Total unrealized appreciation/depreciation of assets2014-12-31$1,559,525
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$83,418
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$59,249
Total income from all sources (including contributions)2014-12-31$3,374,210
Total loss/gain on sale of assets2014-12-31$1,174,020
Total of all expenses incurred2014-12-31$4,130,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,610,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$65,698,305
Value of total assets at beginning of year2014-12-31$66,430,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$519,896
Total interest from all sources2014-12-31$103,414
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$537,251
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$384,177
Administrative expenses professional fees incurred2014-12-31$281,638
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$266,591
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$10,567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$83,418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$59,249
Administrative expenses (other) incurred2014-12-31$78,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-756,159
Value of net assets at end of year (total assets less liabilities)2014-12-31$65,614,887
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$66,371,046
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
Assets. partnership/joint venture interests at end of year2014-12-31$28,125,179
Investment advisory and management fees2014-12-31$81,931
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$35,556,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$59,603,003
Value of interest in pooled separate accounts at end of year2014-12-31$1,627,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$123,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$242,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$242,605
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$103,414
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$48,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Income. Dividends from common stock2014-12-31$153,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,562,153
Contract administrator fees2014-12-31$77,329
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$6,574,120
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
Aggregate proceeds on sale of assets2014-12-31$1,174,020
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG
Accountancy firm EIN2014-12-31135565207
2013 : PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$6,909,379
Total unrealized appreciation/depreciation of assets2013-12-31$6,909,379
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$59,249
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$51,236
Total income from all sources (including contributions)2013-12-31$8,178,998
Total loss/gain on sale of assets2013-12-31$780,022
Total of all expenses incurred2013-12-31$4,252,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,702,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$66,430,295
Value of total assets at beginning of year2013-12-31$62,495,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$549,108
Total interest from all sources2013-12-31$132,142
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$357,455
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$227,935
Administrative expenses professional fees incurred2013-12-31$37,233
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$10,567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$7,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$59,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$51,236
Administrative expenses (other) incurred2013-12-31$359,348
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$3,926,930
Value of net assets at end of year (total assets less liabilities)2013-12-31$66,371,046
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$62,444,116
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
Assets. partnership/joint venture interests at end of year2013-12-31$24,144,126
Assets. partnership/joint venture interests at beginning of year2013-12-31$18,822,632
Investment advisory and management fees2013-12-31$80,917
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$33,436,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$35,835,298
Income. Interest from corporate debt instruments2013-12-31$132,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$242,605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$275,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$275,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,022,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,371,742
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$23,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Income. Dividends from common stock2013-12-31$129,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,679,030
Contract administrator fees2013-12-31$71,610
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$6,574,120
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$5,182,467
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
Aggregate proceeds on sale of assets2013-12-31$780,022
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG
Accountancy firm EIN2013-12-31135565207
2012 : PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$4,052,006
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$350,167
Total unrealized appreciation/depreciation of assets2012-12-31$4,402,173
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$51,236
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$100,410
Total income from all sources (including contributions)2012-12-31$5,447,431
Total loss/gain on sale of assets2012-12-31$379,182
Total of all expenses incurred2012-12-31$4,541,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,937,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$62,495,352
Value of total assets at beginning of year2012-12-31$61,638,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$603,138
Total interest from all sources2012-12-31$138,953
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$527,123
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$399,248
Administrative expenses professional fees incurred2012-12-31$150,662
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$7,533
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$12,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$51,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$100,410
Administrative expenses (other) incurred2012-12-31$279,718
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$906,422
Value of net assets at end of year (total assets less liabilities)2012-12-31$62,444,116
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$61,537,694
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
Assets. partnership/joint venture interests at end of year2012-12-31$18,822,632
Assets. partnership/joint venture interests at beginning of year2012-12-31$17,953,576
Investment advisory and management fees2012-12-31$99,635
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$35,835,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$36,450,979
Income. Interest from corporate debt instruments2012-12-31$138,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$275,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$172,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$172,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,371,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,296,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Income. Dividends from common stock2012-12-31$127,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,937,871
Contract administrator fees2012-12-31$73,123
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$5,182,467
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,751,820
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
Aggregate proceeds on sale of assets2012-12-31$379,182
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-793,504
Total unrealized appreciation/depreciation of assets2011-12-31$-793,504
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$100,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$70,003
Total income from all sources (including contributions)2011-12-31$-1,179,038
Total loss/gain on sale of assets2011-12-31$401,076
Total of all expenses incurred2011-12-31$4,375,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,817,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$61,638,104
Value of total assets at beginning of year2011-12-31$67,161,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$557,988
Total interest from all sources2011-12-31$7,142
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$670,048
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$559,390
Administrative expenses professional fees incurred2011-12-31$152,917
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,860
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$12,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$100,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$70,003
Other income not declared elsewhere2011-12-31$84,338
Administrative expenses (other) incurred2011-12-31$184,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,554,210
Value of net assets at end of year (total assets less liabilities)2011-12-31$61,537,694
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$67,091,904
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
Assets. partnership/joint venture interests at end of year2011-12-31$17,953,576
Assets. partnership/joint venture interests at beginning of year2011-12-31$23,453,818
Investment advisory and management fees2011-12-31$82,802
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$36,450,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$36,817,184
Income. Interest from corporate debt instruments2011-12-31$7,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$172,905
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$314,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$314,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,296,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,385,301
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$16,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,545,353
Net investment gain/loss from pooled separate accounts2011-12-31$-2,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Income. Dividends from common stock2011-12-31$110,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,800,205
Contract administrator fees2011-12-31$137,834
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$4,751,820
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$4,187,144
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
Aggregate proceeds on sale of assets2011-12-31$10,755,385
Aggregate carrying amount (costs) on sale of assets2011-12-31$10,354,309
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 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$70,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$81,999
Total income from all sources (including contributions)2010-12-31$5,993,055
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,612,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,045,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$67,161,907
Value of total assets at beginning of year2010-12-31$65,792,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$567,037
Total interest from all sources2010-12-31$600,895
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,613,477
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$1,440,510
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$70,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$81,999
Other income not declared elsewhere2010-12-31$767,834
Administrative expenses (other) incurred2010-12-31$484,747
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$1,381,009
Value of net assets at end of year (total assets less liabilities)2010-12-31$67,091,904
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$65,710,895
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
Assets. partnership/joint venture interests at end of year2010-12-31$23,453,818
Assets. partnership/joint venture interests at beginning of year2010-12-31$22,013,307
Investment advisory and management fees2010-12-31$82,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$36,817,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$36,130,730
Value of interest in pooled separate accounts at end of year2010-12-31$7,626,425
Income. Interest from corporate debt instruments2010-12-31$600,895
Value of interest in master investment trust accounts at beginning of year2010-12-31$63,268,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$314,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$349,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$349,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,385,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,523,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$719,294
Net investment gain/loss from pooled separate accounts2010-12-31$291,555
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
Income. Dividends from common stock2010-12-31$2,172,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,045,009
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$4,187,144
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,775,524
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207
2009 : PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA

2022: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2022 form 5500 responses
2022-01-01Type of plan entitySingle 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 planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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 planNo
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: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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 planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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 planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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 planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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 planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: PENSION PLAN FOR BARGAINING UNIT EE'S OF AMFAC PLA 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberGAC-27768
Policy instance 1
Insurance contract or identification numberGAC-27768
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 57
Policy instance 1
Insurance contract or identification numberGAC 57
Number of Individuals Covered0
Insurance policy start date2019-01-01
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 57
Policy instance 1
Insurance contract or identification numberGAC 57
Number of Individuals Covered133
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 57
Policy instance 1
Insurance contract or identification numberGAC 57
Number of Individuals Covered153
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
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

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