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RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 401k Plan overview

Plan NameRETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707
Plan identification number 003

RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.
Employer identification number (EIN):131656651
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1922-06-12
Company Identification Number: 17897
Legal Registered Office Address: ATTN LEGAL DEPARTMENT
40 WALL STREET
NEW YORK
United States of America (USA)
10005

More information about HADASSAH, THE WOMENS ZIONIST ORGANIZATION OF AMERICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01RON ALONI2023-09-20
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01RONI SCHWARTZ
0032016-01-01RONI SCHWARTZ
0032015-01-01RONI SCHWARTZ
0032014-01-01RONI SCHWARTZ
0032013-01-01ELLYN LYONS
0032012-01-01ELLYN LYONS
0032011-01-01ELLYN LYONS
0032010-01-01ELLYN LYONS
0032009-01-01RICK ANNIS ELLYN LYONS2010-10-06
0032009-01-01JODI LEVY

Plan Statistics for RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707

401k plan membership statisitcs for RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707

Measure Date Value
2021: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2021 401k membership
Total participants, beginning-of-year2021-01-01136
Total number of active participants reported on line 7a of the Form 55002021-01-0125
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-0187
Number of participants with account balances2021-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2020 401k membership
Total participants, beginning-of-year2020-01-01131
Total number of active participants reported on line 7a of the Form 55002020-01-0123
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01109
Total of all active and inactive participants2020-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01136
Number of participants with account balances2020-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2019 401k membership
Total participants, beginning-of-year2019-01-01129
Total number of active participants reported on line 7a of the Form 55002019-01-0124
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01101
Total of all active and inactive participants2019-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01131
Number of participants with account balances2019-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2018 401k membership
Total participants, beginning-of-year2018-01-01130
Total number of active participants reported on line 7a of the Form 55002018-01-0126
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0198
Total of all active and inactive participants2018-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01129
Number of participants with account balances2018-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2017 401k membership
Total participants, beginning-of-year2017-01-01131
Total number of active participants reported on line 7a of the Form 55002017-01-0122
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01104
Total of all active and inactive participants2017-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01130
Number of participants with account balances2017-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2016 401k membership
Total participants, beginning-of-year2016-01-01140
Total number of active participants reported on line 7a of the Form 55002016-01-0128
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01100
Total of all active and inactive participants2016-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01131
Number of participants with account balances2016-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2015 401k membership
Total participants, beginning-of-year2015-01-01140
Total number of active participants reported on line 7a of the Form 55002015-01-0126
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01110
Total of all active and inactive participants2015-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01140
Number of participants with account balances2015-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2014 401k membership
Total participants, beginning-of-year2014-01-01144
Total number of active participants reported on line 7a of the Form 55002014-01-0126
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01110
Total of all active and inactive participants2014-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01140
Number of participants with account balances2014-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2013 401k membership
Total participants, beginning-of-year2013-01-01146
Total number of active participants reported on line 7a of the Form 55002013-01-0149
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0193
Total of all active and inactive participants2013-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01144
Number of participants with account balances2013-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2012 401k membership
Total participants, beginning-of-year2012-01-01223
Total number of active participants reported on line 7a of the Form 55002012-01-0145
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0199
Total of all active and inactive participants2012-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01146
Number of participants with account balances2012-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2011 401k membership
Total participants, beginning-of-year2011-01-01233
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0191
Total of all active and inactive participants2011-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01223
Number of participants with account balances2011-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2010 401k membership
Total participants, beginning-of-year2010-01-01165
Total number of active participants reported on line 7a of the Form 55002010-01-0140
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01191
Total of all active and inactive participants2010-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01233
Number of participants with account balances2010-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2009 401k membership
Total participants, beginning-of-year2009-01-01170
Total number of active participants reported on line 7a of the Form 55002009-01-0151
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01112
Total of all active and inactive participants2009-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01165
Number of participants with account balances2009-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707

Measure Date Value
2021 : RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$306,889
Total of all expenses incurred2021-12-31$130,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$120,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$51,249
Value of total assets at end of year2021-12-31$2,069,298
Value of total assets at beginning of year2021-12-31$1,892,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,994
Total interest from all sources2021-12-31$7,471
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$41,477
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$41,477
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$63,267
Amount contributed by the employer to the plan for this plan year2021-12-31$63,267
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$6,362
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$176,747
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,069,298
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,892,551
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$3,632
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,630,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,477,720
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest earned on other investments2021-12-31$7,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$438,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$414,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$206,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$51,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$120,148
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31RSM US, LLP
Accountancy firm EIN2021-12-31420714325
2020 : RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$291,114
Total of all expenses incurred2020-12-31$14,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$51,102
Value of total assets at end of year2020-12-31$1,892,551
Value of total assets at beginning of year2020-12-31$1,616,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,622
Total interest from all sources2020-12-31$4,940
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$29,132
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$29,132
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$57,744
Amount contributed by the employer to the plan for this plan year2020-12-31$57,744
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$1,691
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$276,468
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,892,551
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,616,083
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$3,931
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,477,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,217,971
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$383,137
Interest earned on other investments2020-12-31$4,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$414,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$14,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$204,009
Net investment gain/loss from pooled separate accounts2020-12-31$1,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$51,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,024
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31RSM US, LLP
Accountancy firm EIN2020-12-31420714325
2019 : RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$292,211
Total income from all sources (including contributions)2019-12-31$292,211
Total of all expenses incurred2019-12-31$78,651
Total of all expenses incurred2019-12-31$78,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$73,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$73,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$43,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$43,985
Value of total assets at end of year2019-12-31$1,616,083
Value of total assets at end of year2019-12-31$1,616,083
Value of total assets at beginning of year2019-12-31$1,402,523
Value of total assets at beginning of year2019-12-31$1,402,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,157
Total interest from all sources2019-12-31$88
Total interest from all sources2019-12-31$88
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$24,125
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$24,125
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$24,125
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$24,125
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$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$2
Minimum employer required contribution for this plan year2019-12-31$50,304
Amount contributed by the employer to the plan for this plan year2019-12-31$50,302
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$1,635
Administrative expenses (other) incurred2019-12-31$1,635
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$213,560
Value of net income/loss2019-12-31$213,560
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,616,083
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,616,083
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,402,523
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,402,523
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$3,522
Investment advisory and management fees2019-12-31$3,522
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,217,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,217,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,025,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,025,068
Value of interest in pooled separate accounts at end of year2019-12-31$383,137
Value of interest in pooled separate accounts at end of year2019-12-31$383,137
Value of interest in pooled separate accounts at beginning of year2019-12-31$363,947
Value of interest in pooled separate accounts at beginning of year2019-12-31$363,947
Interest earned on other investments2019-12-31$88
Interest earned on other investments2019-12-31$88
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$216,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$216,833
Net investment gain/loss from pooled separate accounts2019-12-31$7,180
Net investment gain/loss from pooled separate accounts2019-12-31$7,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$43,985
Contributions received in cash from employer2019-12-31$43,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$73,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$73,494
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31RSM US, LLP
Accountancy firm name2019-12-31RSM US, LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,304
Total of all expenses incurred2018-12-31$27,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$23,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$46,290
Value of total assets at end of year2018-12-31$1,402,523
Value of total assets at beginning of year2018-12-31$1,426,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,421
Total interest from all sources2018-12-31$79
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$24,812
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$24,812
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$115
Minimum employer required contribution for this plan year2018-12-31$47,385
Amount contributed by the employer to the plan for this plan year2018-12-31$47,270
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$2,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-24,467
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,402,523
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,426,990
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$1,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,025,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,062,524
Value of interest in pooled separate accounts at end of year2018-12-31$363,947
Value of interest in pooled separate accounts at beginning of year2018-12-31$359,434
Interest earned on other investments2018-12-31$79
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-73,122
Net investment gain/loss from pooled separate accounts2018-12-31$5,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$46,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$23,350
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2017 401k financial data
Total transfer of assets from this plan2017-12-31$1,734
Total income from all sources (including contributions)2017-12-31$203,316
Total of all expenses incurred2017-12-31$42,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$39,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$48,152
Value of total assets at end of year2017-12-31$1,426,990
Value of total assets at beginning of year2017-12-31$1,267,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,973
Total interest from all sources2017-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$20,099
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$20,099
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$48,152
Amount contributed by the employer to the plan for this plan year2017-12-31$48,152
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$2,251
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$160,895
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,426,990
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,267,829
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$722
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,062,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$916,718
Value of interest in pooled separate accounts at end of year2017-12-31$359,434
Value of interest in pooled separate accounts at beginning of year2017-12-31$345,512
Interest earned on other investments2017-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$130,870
Net investment gain/loss from pooled separate accounts2017-12-31$4,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$48,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$39,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2016 401k financial data
Total transfer of assets to this plan2016-12-31$164
Total income from all sources (including contributions)2016-12-31$120,030
Total of all expenses incurred2016-12-31$45,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$40,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$45,731
Value of total assets at end of year2016-12-31$1,267,829
Value of total assets at beginning of year2016-12-31$1,192,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,954
Total interest from all sources2016-12-31$35
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$16,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$16,363
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$45,731
Amount contributed by the employer to the plan for this plan year2016-12-31$45,731
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$2,002
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$74,785
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,267,829
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,192,880
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$2,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$916,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$857,593
Value of interest in pooled separate accounts at end of year2016-12-31$345,512
Value of interest in pooled separate accounts at beginning of year2016-12-31$322,628
Interest earned on other investments2016-12-31$35
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$12,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$53,919
Net investment gain/loss from pooled separate accounts2016-12-31$3,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$45,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$40,291
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$58,264
Total of all expenses incurred2015-12-31$118,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$110,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$51,852
Value of total assets at end of year2015-12-31$1,192,880
Value of total assets at beginning of year2015-12-31$1,252,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,295
Total interest from all sources2015-12-31$47
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$17,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$17,043
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$51,852
Amount contributed by the employer to the plan for this plan year2015-12-31$51,852
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$4,166
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$1,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-59,780
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,192,880
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,252,660
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$3,129
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$857,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$922,739
Value of interest in pooled separate accounts at end of year2015-12-31$322,628
Value of interest in pooled separate accounts at beginning of year2015-12-31$324,675
Interest earned on other investments2015-12-31$47
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$12,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,288
Net investment gain/loss from pooled separate accounts2015-12-31$3,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$51,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$110,749
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
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$129,999
Total of all expenses incurred2014-12-31$73,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$70,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$58,737
Value of total assets at end of year2014-12-31$1,252,660
Value of total assets at beginning of year2014-12-31$1,196,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,085
Total interest from all sources2014-12-31$4,672
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$18,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$18,646
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$58,737
Amount contributed by the employer to the plan for this plan year2014-12-31$58,737
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$1,555
Total non interest bearing cash at end of year2014-12-31$1,022
Total non interest bearing cash at beginning of year2014-12-31$0
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$56,454
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,252,660
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,196,206
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$1,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$922,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$975,619
Value of interest in pooled separate accounts at end of year2014-12-31$324,675
Interest earned on other investments2014-12-31$4,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$220,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$47,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$58,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$70,460
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$201,496
Total of all expenses incurred2013-12-31$66,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$66,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$57,384
Value of total assets at end of year2013-12-31$1,196,206
Value of total assets at beginning of year2013-12-31$1,061,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$685
Total interest from all sources2013-12-31$6,053
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$16,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$16,471
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$57,384
Amount contributed by the employer to the plan for this plan year2013-12-31$57,384
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$685
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$134,564
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,196,206
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,061,642
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$975,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$837,345
Interest earned on other investments2013-12-31$6,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$220,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$224,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$121,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$57,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$66,247
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$136,873
Total of all expenses incurred2012-12-31$23,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$22,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$55,872
Value of total assets at end of year2012-12-31$1,061,642
Value of total assets at beginning of year2012-12-31$947,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$997
Total interest from all sources2012-12-31$5,823
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$14,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$14,815
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$55,872
Amount contributed by the employer to the plan for this plan year2012-12-31$55,872
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$997
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$113,718
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,061,642
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$947,924
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$837,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$749,611
Interest earned on other investments2012-12-31$5,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$224,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$198,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$60,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$55,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$22,158
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2011 401k financial data
Total transfer of assets from this plan2011-12-31$7,474
Total income from all sources (including contributions)2011-12-31$72,969
Total of all expenses incurred2011-12-31$25,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$24,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$63,056
Value of total assets at end of year2011-12-31$947,924
Value of total assets at beginning of year2011-12-31$908,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$922
Total interest from all sources2011-12-31$5,619
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$11,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$11,894
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$63,056
Amount contributed by the employer to the plan for this plan year2011-12-31$63,056
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$922
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$47,365
Value of net assets at end of year (total assets less liabilities)2011-12-31$947,924
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$908,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$749,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$720,883
Interest earned on other investments2011-12-31$5,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$198,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$187,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-7,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$63,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$24,682
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$146,820
Total of all expenses incurred2010-12-31$92,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$89,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$77,385
Value of total assets at end of year2010-12-31$908,033
Value of total assets at beginning of year2010-12-31$853,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,541
Total interest from all sources2010-12-31$5,295
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$11,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$11,051
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$77,385
Amount contributed by the employer to the plan for this plan year2010-12-31$77,385
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$2,541
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$54,480
Value of net assets at end of year (total assets less liabilities)2010-12-31$908,033
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$853,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$720,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$682,125
Interest earned on other investments2010-12-31$5,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$187,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$171,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$53,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$77,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$89,799
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
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 name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$93,820
Amount contributed by the employer to the plan for this plan year2009-12-31$93,820

Form 5500 Responses for RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707

2021: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT INCOME PLAN FOR EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT WITH DISTRICT COUNCIL 1707 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135-00002
Policy instance 1
Insurance contract or identification numberTA080135-00002
Number of Individuals Covered87
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type 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 numberTA080135-00002
Policy instance 2
Insurance contract or identification numberTA080135-00002
Number of Individuals Covered87
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135-00002
Policy instance 1
Insurance contract or identification numberTA080135-00002
Number of Individuals Covered136
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type 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 numberTA080135-00002
Policy instance 2
Insurance contract or identification numberTA080135-00002
Number of Individuals Covered136
Insurance policy start date2020-04-29
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135-00002
Policy instance 1
Insurance contract or identification numberTA080135-00002
Number of Individuals Covered131
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135-00002
Policy instance 1
Insurance contract or identification numberTA080135-00002
Number of Individuals Covered129
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA080135-00002
Policy instance 1
Insurance contract or identification numberTA080135-00002
Number of Individuals Covered130
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type 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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