401k Plan data: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES plan

LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 401k Plan overview

Plan Name	LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES
Plan identification number	002

LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LEGERE GROUP, UNION has sponsored the creation of one or more 401k plans.

Company Name: LEGERE GROUP, UNION

Employer identification number (EIN): 060924697

NAIC Classification: 337000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ROBERT DIMATTEI
002 2016-01-01 PAULA TAFFE-ADAMS
002 2015-01-01 ROBERT DIMATTEI
002 2014-01-01 ROBERT DIMATTEI
002 2013-01-01 ROBERT DIMATTEI 2014-06-04
002 2012-01-01 ROBERT DIMATTEI 2013-06-04
002 2011-01-01 ROBERT DIMATTEI 2012-10-09
002 2010-01-01 ROBERT DIMATTEI 2011-04-29

Plan Statistics for LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES

401k plan membership statisitcs for LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES

Measure Date Value
2022: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2022 401k membership
Total participants, beginning-of-year 2022-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 67
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 4
Total of all active and inactive participants 2022-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 71
Number of participants with account balances 2022-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2021 401k membership
Total participants, beginning-of-year 2021-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 57
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 61
Number of participants with account balances 2021-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2020 401k membership
Total participants, beginning-of-year 2020-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 64
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 65
Number of participants with account balances 2020-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2019 401k membership
Total participants, beginning-of-year 2019-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 72
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 73
Number of participants with account balances 2019-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2018 401k membership
Total participants, beginning-of-year 2018-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 72
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 73
Number of participants with account balances 2018-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2017 401k membership
Total participants, beginning-of-year 2017-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 75
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 76
Number of participants with account balances 2017-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2016 401k membership
Total participants, beginning-of-year 2016-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 74
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 75
Number of participants with account balances 2016-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 72
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 73
Number of participants with account balances 2015-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 74
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 76
Number of participants with account balances 2014-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2022 401k membership
Total participants, beginning-of-year	2022-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	67
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	4
Total of all active and inactive participants	2022-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	71
Number of participants with account balances	2022-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2021 401k membership
Total participants, beginning-of-year	2021-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	57
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	61
Number of participants with account balances	2021-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2020 401k membership
Total participants, beginning-of-year	2020-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	64
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	65
Number of participants with account balances	2020-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2019 401k membership
Total participants, beginning-of-year	2019-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	72
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	73
Number of participants with account balances	2019-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2018 401k membership
Total participants, beginning-of-year	2018-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	72
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	73
Number of participants with account balances	2018-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2017 401k membership
Total participants, beginning-of-year	2017-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	75
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	76
Number of participants with account balances	2017-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2016 401k membership
Total participants, beginning-of-year	2016-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	74
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	75
Number of participants with account balances	2016-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	72
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	73
Number of participants with account balances	2015-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	74
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	76
Number of participants with account balances	2014-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES

Measure	Date	Value
2022 : LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-153,928
Expenses. Total of all expenses incurred	2022-12-31	$134,856
Benefits paid (including direct rollovers)	2022-12-31	$134,856
Total plan assets at end of year	2022-12-31	$1,416,204
Total plan assets at beginning of year	2022-12-31	$1,704,988
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$96,448
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$51,391
Other income received	2022-12-31	$-301,767
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-288,784
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,416,204
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,704,988
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$365,261
Expenses. Total of all expenses incurred	2021-12-31	$302,317
Benefits paid (including direct rollovers)	2021-12-31	$302,317
Total plan assets at end of year	2021-12-31	$1,704,988
Total plan assets at beginning of year	2021-12-31	$1,642,044
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$87,328
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$277,933
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$62,944
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,704,988
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,642,044
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$337,523
Expenses. Total of all expenses incurred	2020-12-31	$6,523
Benefits paid (including direct rollovers)	2020-12-31	$6,493
Total plan assets at end of year	2020-12-31	$1,642,044
Total plan assets at beginning of year	2020-12-31	$1,311,044
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$95,269
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$242,254
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$331,000
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,642,044
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,311,044
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$30
2019 : LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$365,310
Expenses. Total of all expenses incurred	2019-12-31	$123,001
Benefits paid (including direct rollovers)	2019-12-31	$123,001
Total plan assets at end of year	2019-12-31	$1,311,044
Total plan assets at beginning of year	2019-12-31	$1,068,735
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$111,934
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$3,097
Other income received	2019-12-31	$250,279
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$242,309
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,311,044
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,068,735
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$54,710
Expenses. Total of all expenses incurred	2018-12-31	$362,797
Benefits paid (including direct rollovers)	2018-12-31	$362,772
Total plan assets at end of year	2018-12-31	$1,068,735
Total plan assets at beginning of year	2018-12-31	$1,376,822
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$111,999
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-57,289
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-308,087
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,068,735
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,376,822
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$25
2017 : LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$320,096
Expenses. Total of all expenses incurred	2017-12-31	$87,977
Benefits paid (including direct rollovers)	2017-12-31	$87,977
Total plan assets at end of year	2017-12-31	$1,376,822
Total plan assets at beginning of year	2017-12-31	$1,144,703
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$115,094
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$205,002
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$232,119
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,376,822
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,144,703
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$162,889
Expenses. Total of all expenses incurred	2016-12-31	$132,814
Benefits paid (including direct rollovers)	2016-12-31	$132,789
Total plan assets at end of year	2016-12-31	$1,144,703
Total plan assets at beginning of year	2016-12-31	$1,114,628
Value of fidelity bond covering the plan	2016-12-31	$439,000
Total contributions received or receivable from participants	2016-12-31	$79,820
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$83,069
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$30,075
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,144,703
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,114,628
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$25
2015 : LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$61,452
Expenses. Total of all expenses incurred	2015-12-31	$76,389
Benefits paid (including direct rollovers)	2015-12-31	$76,389
Total plan assets at end of year	2015-12-31	$1,114,628
Total plan assets at beginning of year	2015-12-31	$1,129,565
Value of fidelity bond covering the plan	2015-12-31	$439,000
Total contributions received or receivable from participants	2015-12-31	$71,005
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-9,553
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-14,937
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,114,628
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,129,565
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$125,353
Expenses. Total of all expenses incurred	2014-12-31	$120,266
Benefits paid (including direct rollovers)	2014-12-31	$120,266
Total plan assets at end of year	2014-12-31	$1,129,565
Total plan assets at beginning of year	2014-12-31	$1,124,478
Value of fidelity bond covering the plan	2014-12-31	$439,000
Total contributions received or receivable from participants	2014-12-31	$55,624
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$69,729
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$5,087
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,129,565
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,124,478
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0

Form 5500 Responses for LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES

2022: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEGERE/RICKETSON 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEGERE GROUP, UNION
Employer identification number (EIN):	060924697
NAIC Classification:	337000