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INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 401k Plan overview

Plan NameINTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN
Plan identification number 002

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

INT'L UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PL has sponsored the creation of one or more 401k plans.

Company Name:INT'L UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PL
Employer identification number (EIN):113041922
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MEGHAN BRODOWSKI2023-10-16 ANTHONY GONSIEWSKI2023-10-16
0022021-01-01MEGHAN BRODOWSKI2022-10-13 ANTHONY GONSIEWSKI2022-10-13
0022020-01-01MEGHAN BRODOWSKI2021-10-15
0022019-01-01MEGHAN BRODOWSKI2020-10-13 PAUL J. ABELL2020-10-13
0022018-01-01MEGHAN BRODOWSKI2019-10-10 PAUL J. ABELL2019-10-10
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01LARRY H. SCHLEYER
0022011-01-01LARRY H. SCHLEYER
0022009-01-01LARRY H. SCHLEYER

Plan Statistics for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN

401k plan membership statisitcs for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN

Measure Date Value
2022: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,070
Total number of active participants reported on line 7a of the Form 55002022-01-011,191
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01971
Total of all active and inactive participants2022-01-012,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0123
Total participants2022-01-012,192
Number of participants with account balances2022-01-012,119
Number of employers contributing to the scheme2022-01-0137
2021: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,048
Total number of active participants reported on line 7a of the Form 55002021-01-011,215
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01832
Total of all active and inactive participants2021-01-012,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-012,070
Number of participants with account balances2021-01-012,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0137
2020: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,999
Total number of active participants reported on line 7a of the Form 55002020-01-011,267
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-01754
Total of all active and inactive participants2020-01-012,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0118
Total participants2020-01-012,048
Number of participants with account balances2020-01-011,936
Number of employers contributing to the scheme2020-01-0132
2019: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,143
Total number of active participants reported on line 7a of the Form 55002019-01-011,288
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01672
Total of all active and inactive participants2019-01-011,967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0118
Total participants2019-01-011,985
Number of participants with account balances2019-01-011,838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0137
2018: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,375
Total number of active participants reported on line 7a of the Form 55002018-01-011,588
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01759
Total of all active and inactive participants2018-01-012,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0115
Total participants2018-01-012,370
Number of participants with account balances2018-01-012,012
Number of employers contributing to the scheme2018-01-0132
2017: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,037
Total number of active participants reported on line 7a of the Form 55002017-01-011,538
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-01820
Total of all active and inactive participants2017-01-012,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-012,375
Number of participants with account balances2017-01-011,927
Number of employers contributing to the scheme2017-01-0128
2016: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,020
Total number of active participants reported on line 7a of the Form 55002016-01-011,750
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-01278
Total of all active and inactive participants2016-01-012,037
Total participants2016-01-012,037
Number of participants with account balances2016-01-012,037
Number of employers contributing to the scheme2016-01-0130
2015: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,009
Total number of active participants reported on line 7a of the Form 55002015-01-011,695
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01317
Total of all active and inactive participants2015-01-012,020
Total participants2015-01-012,020
Number of participants with account balances2015-01-012,020
Number of employers contributing to the scheme2015-01-0140
2014: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,087
Total number of active participants reported on line 7a of the Form 55002014-01-011,787
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-01215
Total of all active and inactive participants2014-01-012,009
Total participants2014-01-012,009
Number of participants with account balances2014-01-012,009
Number of employers contributing to the scheme2014-01-0138
2013: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,801
Total number of active participants reported on line 7a of the Form 55002013-01-011,743
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-01335
Total of all active and inactive participants2013-01-012,087
Total participants2013-01-012,087
Number of participants with account balances2013-01-012,087
Number of employers contributing to the scheme2013-01-0136
2012: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,745
Total number of active participants reported on line 7a of the Form 55002012-01-011,573
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-01220
Total of all active and inactive participants2012-01-011,801
Total participants2012-01-011,801
Number of participants with account balances2012-01-011,801
Number of employers contributing to the scheme2012-01-0135
2011: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,732
Total number of active participants reported on line 7a of the Form 55002011-01-011,590
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-01146
Total of all active and inactive participants2011-01-011,745
Total participants2011-01-011,745
Number of participants with account balances2011-01-011,745
Number of employers contributing to the scheme2011-01-0135
2009: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,821
Total number of active participants reported on line 7a of the Form 55002009-01-011,657
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-01441
Total of all active and inactive participants2009-01-012,104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-012,105
Number of participants with account balances2009-01-012,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0139

Financial Data on INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN

Measure Date Value
2022 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$161,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$133,661
Total income from all sources (including contributions)2022-12-31$603,670
Total of all expenses incurred2022-12-31$5,663,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,606,395
Expenses. Certain deemed distributions of participant loans2022-12-31$303,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,600,549
Value of total assets at end of year2022-12-31$82,080,204
Value of total assets at beginning of year2022-12-31$87,111,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$753,307
Total interest from all sources2022-12-31$48,555
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,529,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,529,737
Administrative expenses professional fees incurred2022-12-31$66,504
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,365,953
Participant contributions at end of year2022-12-31$933,304
Participant contributions at beginning of year2022-12-31$1,104,913
Participant contributions at end of year2022-12-31$168,368
Participant contributions at beginning of year2022-12-31$242,847
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$25,647
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$35,301
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$5,958
Other income not declared elsewhere2022-12-31$329,181
Administrative expenses (other) incurred2022-12-31$362,058
Liabilities. Value of operating payables at end of year2022-12-31$161,479
Liabilities. Value of operating payables at beginning of year2022-12-31$133,661
Total non interest bearing cash at end of year2022-12-31$389,514
Total non interest bearing cash at beginning of year2022-12-31$86,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,059,519
Value of net assets at end of year (total assets less liabilities)2022-12-31$81,918,725
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$86,978,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$184,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$41,897,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,751,892
Interest on participant loans2022-12-31$48,510
Value of interest in common/collective trusts at end of year2022-12-31$38,133,197
Value of interest in common/collective trusts at beginning of year2022-12-31$37,282,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$140,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$266,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$266,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$45
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,574,314
Net investment gain or loss from common/collective trusts2022-12-31$669,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,208,949
Employer contributions (assets) at end of year2022-12-31$370,921
Employer contributions (assets) at beginning of year2022-12-31$355,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,606,395
Contract administrator fees2022-12-31$140,076
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$11,326
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$14,838
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2022-12-31131578842
2021 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$133,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$123,992
Total income from all sources (including contributions)2021-12-31$14,318,812
Total of all expenses incurred2021-12-31$6,123,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,233,959
Expenses. Certain deemed distributions of participant loans2021-12-31$129,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,328,351
Value of total assets at end of year2021-12-31$87,111,905
Value of total assets at beginning of year2021-12-31$78,906,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$760,163
Total interest from all sources2021-12-31$50,841
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,111,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,111,985
Administrative expenses professional fees incurred2021-12-31$65,574
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,596,532
Participant contributions at end of year2021-12-31$1,104,913
Participant contributions at beginning of year2021-12-31$889,677
Participant contributions at end of year2021-12-31$242,847
Participant contributions at beginning of year2021-12-31$208,397
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,595
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$5,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$5,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$491
Other income not declared elsewhere2021-12-31$320,968
Administrative expenses (other) incurred2021-12-31$373,308
Liabilities. Value of operating payables at end of year2021-12-31$133,661
Liabilities. Value of operating payables at beginning of year2021-12-31$123,501
Total non interest bearing cash at end of year2021-12-31$86,906
Total non interest bearing cash at beginning of year2021-12-31$165,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,195,681
Value of net assets at end of year (total assets less liabilities)2021-12-31$86,978,244
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$78,782,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$183,388
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$47,751,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$39,856,239
Interest on participant loans2021-12-31$50,825
Value of interest in common/collective trusts at end of year2021-12-31$37,282,553
Value of interest in common/collective trusts at beginning of year2021-12-31$37,168,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$266,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$312,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$312,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,952,978
Net investment gain or loss from common/collective trusts2021-12-31$553,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,730,224
Employer contributions (assets) at end of year2021-12-31$355,111
Employer contributions (assets) at beginning of year2021-12-31$287,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,233,959
Contract administrator fees2021-12-31$137,893
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$14,838
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$13,671
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BUCHBINDER TUNICK & COMPANY, LLP
Accountancy firm EIN2021-12-31131578842
2020 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$123,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$139,189
Total income from all sources (including contributions)2020-12-31$13,235,325
Total of all expenses incurred2020-12-31$5,632,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,728,269
Expenses. Certain deemed distributions of participant loans2020-12-31$160,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,269,638
Value of total assets at end of year2020-12-31$78,906,555
Value of total assets at beginning of year2020-12-31$71,319,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$744,527
Total interest from all sources2020-12-31$47,359
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$981,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$981,838
Administrative expenses professional fees incurred2020-12-31$60,801
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,218,251
Participant contributions at end of year2020-12-31$889,677
Participant contributions at beginning of year2020-12-31$1,047,654
Participant contributions at end of year2020-12-31$208,397
Participant contributions at beginning of year2020-12-31$211,556
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$76,831
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$5,525
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$49,618
Other income not declared elsewhere2020-12-31$291,051
Administrative expenses (other) incurred2020-12-31$372,187
Liabilities. Value of operating payables at end of year2020-12-31$123,501
Liabilities. Value of operating payables at beginning of year2020-12-31$89,571
Total non interest bearing cash at end of year2020-12-31$165,109
Total non interest bearing cash at beginning of year2020-12-31$137,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,602,437
Value of net assets at end of year (total assets less liabilities)2020-12-31$78,782,563
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$71,180,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$184,729
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$39,856,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,897,512
Interest on participant loans2020-12-31$47,310
Value of interest in common/collective trusts at end of year2020-12-31$37,168,174
Value of interest in common/collective trusts at beginning of year2020-12-31$36,449,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$312,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$233,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$233,337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$49
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,818,153
Net investment gain or loss from common/collective trusts2020-12-31$827,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,974,556
Employer contributions (assets) at end of year2020-12-31$287,078
Employer contributions (assets) at beginning of year2020-12-31$323,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,728,269
Contract administrator fees2020-12-31$126,810
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$13,671
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$13,474
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BUCHBINDER TUNICK & COMPANY, LLP
Accountancy firm EIN2020-12-31131578842
2019 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$139,189
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$139,189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$318,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$318,594
Total income from all sources (including contributions)2019-12-31$14,052,081
Total income from all sources (including contributions)2019-12-31$14,052,081
Total of all expenses incurred2019-12-31$5,406,620
Total of all expenses incurred2019-12-31$5,406,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,400,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,400,571
Expenses. Certain deemed distributions of participant loans2019-12-31$206,821
Expenses. Certain deemed distributions of participant loans2019-12-31$206,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,669,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,669,228
Value of total assets at end of year2019-12-31$71,319,315
Value of total assets at end of year2019-12-31$71,319,315
Value of total assets at beginning of year2019-12-31$62,853,259
Value of total assets at beginning of year2019-12-31$62,853,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$799,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$799,228
Total interest from all sources2019-12-31$53,132
Total interest from all sources2019-12-31$53,132
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$764,654
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$764,654
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$764,654
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$764,654
Administrative expenses professional fees incurred2019-12-31$61,253
Administrative expenses professional fees incurred2019-12-31$61,253
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$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,794,630
Contributions received from participants2019-12-31$3,794,630
Participant contributions at end of year2019-12-31$1,047,654
Participant contributions at end of year2019-12-31$1,047,654
Participant contributions at beginning of year2019-12-31$879,543
Participant contributions at beginning of year2019-12-31$879,543
Participant contributions at end of year2019-12-31$211,556
Participant contributions at end of year2019-12-31$211,556
Participant contributions at beginning of year2019-12-31$250,783
Participant contributions at beginning of year2019-12-31$250,783
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$39,560
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$39,560
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,830
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,830
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,363
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,363
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$49,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$49,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$194,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$194,282
Other income not declared elsewhere2019-12-31$367,925
Other income not declared elsewhere2019-12-31$367,925
Administrative expenses (other) incurred2019-12-31$419,296
Administrative expenses (other) incurred2019-12-31$419,296
Liabilities. Value of operating payables at end of year2019-12-31$89,571
Liabilities. Value of operating payables at end of year2019-12-31$89,571
Liabilities. Value of operating payables at beginning of year2019-12-31$124,312
Liabilities. Value of operating payables at beginning of year2019-12-31$124,312
Total non interest bearing cash at end of year2019-12-31$137,238
Total non interest bearing cash at end of year2019-12-31$137,238
Total non interest bearing cash at beginning of year2019-12-31$91,286
Total non interest bearing cash at beginning of year2019-12-31$91,286
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$8,645,461
Value of net income/loss2019-12-31$8,645,461
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,180,126
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,180,126
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$62,534,665
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$62,534,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$180,189
Investment advisory and management fees2019-12-31$180,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,897,512
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,897,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,906,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,906,840
Interest on participant loans2019-12-31$52,351
Interest on participant loans2019-12-31$52,351
Value of interest in common/collective trusts at end of year2019-12-31$36,449,602
Value of interest in common/collective trusts at end of year2019-12-31$36,449,602
Value of interest in common/collective trusts at beginning of year2019-12-31$34,975,855
Value of interest in common/collective trusts at beginning of year2019-12-31$34,975,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$233,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$233,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$343,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$343,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$343,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$343,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,249,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,249,541
Net investment gain or loss from common/collective trusts2019-12-31$947,601
Net investment gain or loss from common/collective trusts2019-12-31$947,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,835,038
Contributions received in cash from employer2019-12-31$2,835,038
Employer contributions (assets) at end of year2019-12-31$323,112
Employer contributions (assets) at end of year2019-12-31$323,112
Employer contributions (assets) at beginning of year2019-12-31$383,581
Employer contributions (assets) at beginning of year2019-12-31$383,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,400,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,400,571
Contract administrator fees2019-12-31$138,490
Contract administrator fees2019-12-31$138,490
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$13,474
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$13,474
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$17,601
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$17,601
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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 name2019-12-31BUCHBINDER TUNICK & COMPANY, LLP
Accountancy firm name2019-12-31BUCHBINDER TUNICK & COMPANY, LLP
Accountancy firm EIN2019-12-31131578842
Accountancy firm EIN2019-12-31131578842
2018 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$318,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$169,217
Total income from all sources (including contributions)2018-12-31$6,794,621
Total loss/gain on sale of assets2018-12-31$2,899
Total of all expenses incurred2018-12-31$4,720,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,764,932
Expenses. Certain deemed distributions of participant loans2018-12-31$139,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,423,455
Value of total assets at end of year2018-12-31$62,853,259
Value of total assets at beginning of year2018-12-31$60,630,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$816,651
Total interest from all sources2018-12-31$42,181
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$798,794
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$798,794
Administrative expenses professional fees incurred2018-12-31$54,937
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Contributions received from participants2018-12-31$3,419,917
Participant contributions at end of year2018-12-31$879,543
Participant contributions at beginning of year2018-12-31$580,708
Participant contributions at end of year2018-12-31$250,783
Participant contributions at beginning of year2018-12-31$131,145
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,814
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,363
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$35,466
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$194,282
Other income not declared elsewhere2018-12-31$317,583
Administrative expenses (other) incurred2018-12-31$460,157
Liabilities. Value of operating payables at end of year2018-12-31$124,312
Liabilities. Value of operating payables at beginning of year2018-12-31$169,217
Total non interest bearing cash at end of year2018-12-31$91,286
Total non interest bearing cash at beginning of year2018-12-31$283,408
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$2,073,686
Value of net assets at end of year (total assets less liabilities)2018-12-31$62,534,665
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$60,460,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$173,190
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,906,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,592,380
Interest on participant loans2018-12-31$41,924
Value of interest in common/collective trusts at end of year2018-12-31$34,975,855
Value of interest in common/collective trusts at beginning of year2018-12-31$33,277,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$343,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$322,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$322,718
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,635,311
Net investment gain or loss from common/collective trusts2018-12-31$845,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,993,724
Employer contributions (assets) at end of year2018-12-31$383,581
Employer contributions (assets) at beginning of year2018-12-31$376,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,764,932
Contract administrator fees2018-12-31$128,367
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$17,601
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$29,904
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$6,333
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,434
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 name2018-12-31BUCHBINDER TUNICK & COMPANY, LLP
Accountancy firm EIN2018-12-31131578842
2017 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$169,217
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$225,357
Total income from all sources (including contributions)2017-12-31$10,127,139
Total of all expenses incurred2017-12-31$4,961,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,310,721
Expenses. Certain deemed distributions of participant loans2017-12-31$126,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,901,214
Value of total assets at end of year2017-12-31$60,630,196
Value of total assets at beginning of year2017-12-31$55,520,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$524,389
Total interest from all sources2017-12-31$21,615
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$543,794
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$543,794
Administrative expenses professional fees incurred2017-12-31$63,570
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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
Contributions received from participants2017-12-31$2,885,840
Participant contributions at end of year2017-12-31$580,708
Participant contributions at beginning of year2017-12-31$571,700
Participant contributions at end of year2017-12-31$131,145
Participant contributions at beginning of year2017-12-31$89,900
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,891
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$35,466
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$94,504
Other income not declared elsewhere2017-12-31$506,970
Administrative expenses (other) incurred2017-12-31$305,533
Liabilities. Value of operating payables at end of year2017-12-31$169,217
Liabilities. Value of operating payables at beginning of year2017-12-31$225,357
Total non interest bearing cash at end of year2017-12-31$283,408
Total non interest bearing cash at beginning of year2017-12-31$172,677
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$5,165,459
Value of net assets at end of year (total assets less liabilities)2017-12-31$60,460,979
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$55,295,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$105,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,592,380
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$20,020,161
Interest on participant loans2017-12-31$21,444
Value of interest in common/collective trusts at end of year2017-12-31$33,277,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$322,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$200,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$200,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$34,126,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,391,161
Net investment gain/loss from pooled separate accounts2017-12-31$1,398,655
Net investment gain or loss from common/collective trusts2017-12-31$363,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,012,483
Employer contributions (assets) at end of year2017-12-31$376,825
Employer contributions (assets) at beginning of year2017-12-31$201,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,310,721
Contract administrator fees2017-12-31$50,255
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$29,904
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$44,029
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BUCHBINDER TUNICK & COMPANY,LLP
Accountancy firm EIN2017-12-31131578842
2016 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$225,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$203,497
Total income from all sources (including contributions)2016-12-31$6,732,454
Total of all expenses incurred2016-12-31$5,334,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,840,174
Expenses. Certain deemed distributions of participant loans2016-12-31$307,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,517,203
Value of total assets at end of year2016-12-31$55,520,877
Value of total assets at beginning of year2016-12-31$54,101,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$187,135
Total interest from all sources2016-12-31$22,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$55,715
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,557,644
Participant contributions at end of year2016-12-31$571,700
Participant contributions at beginning of year2016-12-31$466,755
Participant contributions at end of year2016-12-31$89,900
Participant contributions at beginning of year2016-12-31$113,714
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$555
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$94,504
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$72,561
Other income not declared elsewhere2016-12-31$725,913
Administrative expenses (other) incurred2016-12-31$107,595
Liabilities. Value of operating payables at end of year2016-12-31$225,357
Liabilities. Value of operating payables at beginning of year2016-12-31$203,497
Total non interest bearing cash at end of year2016-12-31$172,677
Total non interest bearing cash at beginning of year2016-12-31$141,551
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$1,397,543
Value of net assets at end of year (total assets less liabilities)2016-12-31$55,295,520
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$53,897,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$23,825
Value of interest in pooled separate accounts at end of year2016-12-31$20,020,161
Value of interest in pooled separate accounts at beginning of year2016-12-31$17,675,159
Interest on participant loans2016-12-31$22,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$200,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$75,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$75,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$57
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$34,126,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$35,245,785
Net investment gain/loss from pooled separate accounts2016-12-31$1,466,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,959,004
Employer contributions (assets) at end of year2016-12-31$201,201
Employer contributions (assets) at beginning of year2016-12-31$262,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,840,174
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$44,029
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$48,524
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BUCHBINDER TUNICK & COMPANY,LLP
Accountancy firm EIN2016-12-31131578842
2015 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$203,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$179,570
Total income from all sources (including contributions)2015-12-31$5,445,355
Total of all expenses incurred2015-12-31$3,580,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,303,883
Expenses. Certain deemed distributions of participant loans2015-12-31$99,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,941,021
Value of total assets at end of year2015-12-31$54,101,474
Value of total assets at beginning of year2015-12-31$52,213,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$177,250
Total interest from all sources2015-12-31$21,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$70,852
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,690,731
Participant contributions at end of year2015-12-31$466,755
Participant contributions at beginning of year2015-12-31$439,854
Participant contributions at end of year2015-12-31$113,714
Participant contributions at beginning of year2015-12-31$179,592
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,515
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$72,561
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$79,372
Other income not declared elsewhere2015-12-31$735,526
Administrative expenses (other) incurred2015-12-31$102,528
Liabilities. Value of operating payables at end of year2015-12-31$203,497
Liabilities. Value of operating payables at beginning of year2015-12-31$179,570
Total non interest bearing cash at end of year2015-12-31$141,551
Total non interest bearing cash at beginning of year2015-12-31$19,391
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$1,864,533
Value of net assets at end of year (total assets less liabilities)2015-12-31$53,897,977
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$52,033,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$3,870
Value of interest in pooled separate accounts at end of year2015-12-31$17,675,159
Value of interest in pooled separate accounts at beginning of year2015-12-31$17,345,630
Interest on participant loans2015-12-31$21,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$75,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$331,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$331,139
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$35,245,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$33,509,979
Net investment gain/loss from pooled separate accounts2015-12-31$-253,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,246,775
Employer contributions (assets) at end of year2015-12-31$262,394
Employer contributions (assets) at beginning of year2015-12-31$288,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,303,883
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$48,524
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$20,014
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BUCHBINDER TUNICK & COMPANY, LLP
Accountancy firm EIN2015-12-31131578842
2014 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$179,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$103,303
Total income from all sources (including contributions)2014-12-31$6,913,465
Total of all expenses incurred2014-12-31$3,374,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,961,438
Expenses. Certain deemed distributions of participant loans2014-12-31$212,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,400,243
Value of total assets at end of year2014-12-31$52,213,014
Value of total assets at beginning of year2014-12-31$48,597,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$200,293
Total interest from all sources2014-12-31$48,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$78,759
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,586,375
Participant contributions at end of year2014-12-31$439,854
Participant contributions at beginning of year2014-12-31$418,094
Participant contributions at end of year2014-12-31$179,592
Participant contributions at beginning of year2014-12-31$115,994
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$26,078
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$79,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$8,271
Other income not declared elsewhere2014-12-31$777,226
Administrative expenses (other) incurred2014-12-31$118,184
Liabilities. Value of operating payables at end of year2014-12-31$179,570
Liabilities. Value of operating payables at beginning of year2014-12-31$95,032
Total non interest bearing cash at end of year2014-12-31$19,391
Total non interest bearing cash at beginning of year2014-12-31$31,899
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$3,539,241
Value of net assets at end of year (total assets less liabilities)2014-12-31$52,033,444
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$48,494,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$3,350
Value of interest in pooled separate accounts at end of year2014-12-31$17,345,630
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,779,368
Interest on participant loans2014-12-31$48,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$331,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$259,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$259,611
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$33,509,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$33,566,137
Net investment gain/loss from pooled separate accounts2014-12-31$687,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,787,790
Employer contributions (assets) at end of year2014-12-31$288,043
Employer contributions (assets) at beginning of year2014-12-31$405,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,961,438
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$20,014
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$17,650
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2014-12-31131578842
2013 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$103,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$116,668
Total income from all sources (including contributions)2013-12-31$8,099,353
Total of all expenses incurred2013-12-31$2,840,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,398,681
Expenses. Certain deemed distributions of participant loans2013-12-31$278,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,969,170
Value of total assets at end of year2013-12-31$48,597,506
Value of total assets at beginning of year2013-12-31$43,352,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$163,535
Total interest from all sources2013-12-31$18,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$59,423
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Contributions received from participants2013-12-31$2,257,298
Participant contributions at end of year2013-12-31$418,094
Participant contributions at beginning of year2013-12-31$532,961
Participant contributions at end of year2013-12-31$115,994
Participant contributions at beginning of year2013-12-31$133,427
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,233
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,690
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$8,271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$53,482
Other income not declared elsewhere2013-12-31$858,443
Administrative expenses (other) incurred2013-12-31$100,084
Liabilities. Value of operating payables at end of year2013-12-31$95,032
Liabilities. Value of operating payables at beginning of year2013-12-31$63,186
Total non interest bearing cash at end of year2013-12-31$31,899
Total non interest bearing cash at beginning of year2013-12-31$8,374
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$5,258,829
Value of net assets at end of year (total assets less liabilities)2013-12-31$48,494,203
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$43,235,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$4,028
Value of interest in pooled separate accounts at end of year2013-12-31$13,779,368
Value of interest in pooled separate accounts at beginning of year2013-12-31$10,335,050
Interest on participant loans2013-12-31$18,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$259,611
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$281,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$281,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$33,566,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$31,780,801
Net investment gain/loss from pooled separate accounts2013-12-31$2,252,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,711,872
Employer contributions (assets) at end of year2013-12-31$405,520
Employer contributions (assets) at beginning of year2013-12-31$265,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,398,681
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$17,650
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$10,819
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2013-12-31131578842
2012 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$116,668
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$97,184
Total income from all sources (including contributions)2012-12-31$6,278,929
Total of all expenses incurred2012-12-31$2,785,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,493,577
Expenses. Certain deemed distributions of participant loans2012-12-31$138,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,405,885
Value of total assets at end of year2012-12-31$43,352,042
Value of total assets at beginning of year2012-12-31$39,838,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$153,559
Total interest from all sources2012-12-31$21,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$50,209
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Contributions received from participants2012-12-31$2,039,024
Participant contributions at end of year2012-12-31$532,961
Participant contributions at beginning of year2012-12-31$471,148
Participant contributions at end of year2012-12-31$133,427
Participant contributions at beginning of year2012-12-31$107,819
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$80,554
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,690
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$5,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$53,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$38,327
Other income not declared elsewhere2012-12-31$802,918
Administrative expenses (other) incurred2012-12-31$100,242
Liabilities. Value of operating payables at end of year2012-12-31$63,186
Liabilities. Value of operating payables at beginning of year2012-12-31$58,857
Total non interest bearing cash at end of year2012-12-31$8,374
Total non interest bearing cash at beginning of year2012-12-31$4,926
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$3,493,563
Value of net assets at end of year (total assets less liabilities)2012-12-31$43,235,374
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$39,741,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$3,108
Value of interest in pooled separate accounts at end of year2012-12-31$10,335,050
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,944,538
Interest on participant loans2012-12-31$21,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$281,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$222,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$222,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$31,780,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$30,810,041
Net investment gain/loss from pooled separate accounts2012-12-31$1,048,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,286,307
Employer contributions (assets) at end of year2012-12-31$265,252
Employer contributions (assets) at beginning of year2012-12-31$257,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,493,577
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$10,819
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$15,014
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BUCHBINDER TUNICK & COMPANY,LLP
Accountancy firm EIN2012-12-31131578842
2011 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$97,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$74,137
Total income from all sources (including contributions)2011-12-31$4,421,284
Total of all expenses incurred2011-12-31$2,696,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,385,892
Expenses. Certain deemed distributions of participant loans2011-12-31$154,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,723,397
Value of total assets at end of year2011-12-31$39,838,995
Value of total assets at beginning of year2011-12-31$38,091,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$156,146
Total interest from all sources2011-12-31$18,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$57,595
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,752,278
Participant contributions at end of year2011-12-31$471,148
Participant contributions at beginning of year2011-12-31$341,797
Participant contributions at end of year2011-12-31$107,819
Participant contributions at beginning of year2011-12-31$55,161
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$5,641
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$38,327
Other income not declared elsewhere2011-12-31$883,620
Administrative expenses (other) incurred2011-12-31$94,700
Liabilities. Value of operating payables at end of year2011-12-31$58,857
Liabilities. Value of operating payables at beginning of year2011-12-31$74,137
Total non interest bearing cash at end of year2011-12-31$4,926
Total non interest bearing cash at beginning of year2011-12-31$4,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,724,536
Value of net assets at end of year (total assets less liabilities)2011-12-31$39,741,811
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,017,275
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
Investment advisory and management fees2011-12-31$3,851
Value of interest in pooled separate accounts at end of year2011-12-31$7,944,538
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,441,383
Interest on participant loans2011-12-31$18,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$222,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$237,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$237,931
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$30,810,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$29,839,560
Net investment gain/loss from pooled separate accounts2011-12-31$-204,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,971,119
Employer contributions (assets) at end of year2011-12-31$257,669
Employer contributions (assets) at beginning of year2011-12-31$154,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,385,892
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$15,014
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$10,402
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2011-12-31131578842
2010 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$74,137
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$113,881
Total income from all sources (including contributions)2010-12-31$5,206,631
Total of all expenses incurred2010-12-31$3,322,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,062,195
Expenses. Certain deemed distributions of participant loans2010-12-31$100,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,464,464
Value of total assets at end of year2010-12-31$38,091,412
Value of total assets at beginning of year2010-12-31$36,247,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$159,555
Total interest from all sources2010-12-31$13,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$57,094
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,697,613
Participant contributions at end of year2010-12-31$341,797
Participant contributions at beginning of year2010-12-31$273,776
Participant contributions at end of year2010-12-31$55,161
Participant contributions at beginning of year2010-12-31$82,177
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$152,420
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,724
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$45,441
Other income not declared elsewhere2010-12-31$898,011
Administrative expenses (other) incurred2010-12-31$97,126
Liabilities. Value of operating payables at end of year2010-12-31$74,137
Liabilities. Value of operating payables at beginning of year2010-12-31$113,881
Total non interest bearing cash at end of year2010-12-31$4,172
Total non interest bearing cash at beginning of year2010-12-31$-28,982
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$1,884,132
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,017,275
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$36,133,143
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
Investment advisory and management fees2010-12-31$5,335
Value of interest in pooled separate accounts at end of year2010-12-31$7,441,383
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,034,225
Interest on participant loans2010-12-31$13,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$237,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$273,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$273,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$29,839,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$29,325,758
Net investment gain/loss from pooled separate accounts2010-12-31$830,665
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,614,431
Employer contributions (assets) at end of year2010-12-31$154,282
Employer contributions (assets) at beginning of year2010-12-31$229,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,062,195
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$10,402
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$11,377
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 name2010-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2010-12-31131578842
2009 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 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 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN

2022: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
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: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
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: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
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: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
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: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
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: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
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: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
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: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
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: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 25 MARINE DIVISION ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038490
Policy instance 1
Insurance contract or identification number038490
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-07-03
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038490
Policy instance 1
Insurance contract or identification number038490
Number of Individuals Covered2020
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038490
Policy instance 1
Insurance contract or identification number038490
Number of Individuals Covered2009
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038490
Policy instance 1
Insurance contract or identification number038490
Number of Individuals Covered2087
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038490
Policy instance 1
Insurance contract or identification number038490
Number of Individuals Covered1801
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038490
Policy instance 1
Insurance contract or identification number038490
Number of Individuals Covered1745
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038490
Policy instance 1
Insurance contract or identification number038490
Number of Individuals Covered1732
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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