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KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 401k Plan overview

Plan NameKENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES
Plan identification number 204

KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KENNECOTT UTAH COPPER LLC has sponsored the creation of one or more 401k plans.

Company Name:KENNECOTT UTAH COPPER LLC
Employer identification number (EIN):133108078
NAIC Classification:212200
NAIC Description: Metal Ore Mining

Additional information about KENNECOTT UTAH COPPER LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 933467

More information about KENNECOTT UTAH COPPER LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
2042022-01-01
2042021-01-01
2042020-01-01KATHLEEN KARINEN2021-08-30 KATHLEEN KARINEN2021-08-30
2042019-01-01
2042018-01-01KATHLEEN PIKE KATHLEEN PIKE2019-07-03
2042017-01-01JESSICA CROW
2042016-01-01JESSICA CROW
2042015-01-01KEN HRIVNAK
2042014-01-01JULIE BROGDON
2042014-01-01
2042014-01-01CORI PETERSEN
2042013-01-01JULIE BROGDON
2042012-01-01JULIE BROGDON
2042011-01-01JULIE BROGDON
2042010-01-01KATHLEEN PIKE KATHLEEN PIKE2011-10-15
2042009-01-01KATHLEEN PIKE KATHLEEN PIKE2010-10-14

Plan Statistics for KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES

401k plan membership statisitcs for KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES

Measure Date Value
2022: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-011,505
Total number of active participants reported on line 7a of the Form 55002022-01-011,359
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-01224
Total of all active and inactive participants2022-01-011,593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,594
Number of participants with account balances2022-01-011,594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-011,520
Total number of active participants reported on line 7a of the Form 55002021-01-011,285
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01212
Total of all active and inactive participants2021-01-011,505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,505
Number of participants with account balances2021-01-011,505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-011,523
Total number of active participants reported on line 7a of the Form 55002020-01-011,317
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01196
Total of all active and inactive participants2020-01-011,520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,520
Number of participants with account balances2020-01-011,520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-011,423
Total number of active participants reported on line 7a of the Form 55002019-01-011,344
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01174
Total of all active and inactive participants2019-01-011,523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,523
Number of participants with account balances2019-01-011,523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-011,297
Total number of active participants reported on line 7a of the Form 55002018-01-011,244
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01175
Total of all active and inactive participants2018-01-011,423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,423
Number of participants with account balances2018-01-011,423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-011,601
Total number of active participants reported on line 7a of the Form 55002017-01-011,125
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01167
Total of all active and inactive participants2017-01-011,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,297
Number of participants with account balances2017-01-011,297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-011,657
Total number of active participants reported on line 7a of the Form 55002016-01-011,406
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01195
Total of all active and inactive participants2016-01-011,601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,601
Number of participants with account balances2016-01-011,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-011,735
Total number of active participants reported on line 7a of the Form 55002015-01-011,441
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01216
Total of all active and inactive participants2015-01-011,657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,657
Number of participants with account balances2015-01-011,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0145
2014: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-011,300
Total number of active participants reported on line 7a of the Form 55002014-01-011,491
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01244
Total of all active and inactive participants2014-01-011,735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,735
Number of participants with account balances2014-01-011,278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0144
2013: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-011,700
Total number of active participants reported on line 7a of the Form 55002013-01-011,559
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01245
Total of all active and inactive participants2013-01-011,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,804
Number of participants with account balances2013-01-011,300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0143
2012: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-011,648
Total number of active participants reported on line 7a of the Form 55002012-01-011,515
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01184
Total of all active and inactive participants2012-01-011,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,700
Number of participants with account balances2012-01-011,314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0129
2011: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-011,702
Total number of active participants reported on line 7a of the Form 55002011-01-011,461
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01187
Total of all active and inactive participants2011-01-011,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,648
Number of participants with account balances2011-01-011,174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2010: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-011,628
Total number of active participants reported on line 7a of the Form 55002010-01-011,502
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01197
Total of all active and inactive participants2010-01-011,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-011,702
Number of participants with account balances2010-01-011,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-011,688
Total number of active participants reported on line 7a of the Form 55002009-01-011,403
Number of other retired or separated participants entitled to future benefits2009-01-01225
Total of all active and inactive participants2009-01-011,628
Total participants2009-01-011,628
Number of participants with account balances2009-01-01987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES

Measure Date Value
2022 : KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$2,059,985
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-9,593,231
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,076,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,020,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,626,535
Value of total assets at end of year2022-12-31$95,679,070
Value of total assets at beginning of year2022-12-31$112,408,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$55,706
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$240,838
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$240,838
Administrative expenses professional fees incurred2022-12-31$48,083
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31Yes
Amount of non-exempt transactions with any party-in-interest2022-12-31$1
Contributions received from participants2022-12-31$5,459,111
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$218,453
Other income not declared elsewhere2022-12-31$4,750
Administrative expenses (other) incurred2022-12-31$1,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,669,495
Value of net assets at end of year (total assets less liabilities)2022-12-31$95,679,070
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$112,408,550
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,491,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,695,528
Value of interest in pooled separate accounts at end of year2022-12-31$6,775,915
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,696,617
Value of interest in common/collective trusts at end of year2022-12-31$69,411,930
Value of interest in common/collective trusts at beginning of year2022-12-31$79,016,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,855,299
Net investment gain/loss from pooled separate accounts2022-12-31$-4,186,140
Net investment gain or loss from common/collective trusts2022-12-31$-10,423,915
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,948,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,020,558
Contract administrator fees2022-12-31$6,399
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 name2022-12-31BDO USA, P.A.
Accountancy firm EIN2022-12-31135381590
2021 : KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$1,384,503
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$21,789,888
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,221,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,131,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,858,123
Value of total assets at end of year2021-12-31$112,408,550
Value of total assets at beginning of year2021-12-31$98,224,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$90,012
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$231,353
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$231,353
Administrative expenses professional fees incurred2021-12-31$50,312
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,229,388
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$18,674
Other income not declared elsewhere2021-12-31$113
Administrative expenses (other) incurred2021-12-31$6,783
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$15,568,184
Value of net assets at end of year (total assets less liabilities)2021-12-31$112,408,550
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$98,224,869
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,695,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,605,200
Value of interest in pooled separate accounts at end of year2021-12-31$10,696,617
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$79,016,405
Value of interest in common/collective trusts at beginning of year2021-12-31$67,619,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,136,721
Net investment gain/loss from pooled separate accounts2021-12-31$-179,350
Net investment gain or loss from common/collective trusts2021-12-31$8,742,928
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$2,610,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,131,692
Contract administrator fees2021-12-31$32,917
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 name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2020 401k financial data
Total transfer of assets from this plan2020-12-31$137,139
Total income from all sources (including contributions)2020-12-31$20,284,354
Total of all expenses incurred2020-12-31$6,524,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,481,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,665,382
Value of total assets at end of year2020-12-31$98,224,869
Value of total assets at beginning of year2020-12-31$84,601,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,462
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$238,277
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$238,277
Administrative expenses professional fees incurred2020-12-31$21,736
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,054,141
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,755
Other income not declared elsewhere2020-12-31$9,035
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$13,760,137
Value of net assets at end of year (total assets less liabilities)2020-12-31$98,224,869
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$84,601,871
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$14,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,605,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,708,758
Value of interest in common/collective trusts at end of year2020-12-31$67,619,669
Value of interest in common/collective trusts at beginning of year2020-12-31$57,893,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,579,872
Net investment gain or loss from common/collective trusts2020-12-31$6,791,788
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$2,599,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,481,755
Contract administrator fees2020-12-31$5,732
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2019 401k financial data
Total transfer of assets from this plan2019-12-31$782,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$75,945
Total income from all sources (including contributions)2019-12-31$21,522,652
Total loss/gain on sale of assets2019-12-31$152,507
Total of all expenses incurred2019-12-31$6,178,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,153,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,996,119
Value of total assets at end of year2019-12-31$84,601,871
Value of total assets at beginning of year2019-12-31$70,116,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,442
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$894,364
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$422,094
Administrative expenses professional fees incurred2019-12-31$11,332
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,713,145
Participant contributions at beginning of year2019-12-31$176,830
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$42,972
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$75,945
Other income not declared elsewhere2019-12-31$81,506
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$15,344,136
Value of net assets at end of year (total assets less liabilities)2019-12-31$84,601,871
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$70,040,318
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$7,589
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,708,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,237,173
Value of interest in common/collective trusts at end of year2019-12-31$57,893,113
Value of interest in common/collective trusts at beginning of year2019-12-31$30,604,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,618,086
Net investment gain or loss from common/collective trusts2019-12-31$7,780,070
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at beginning of year2019-12-31$4,025,384
Contributions received in cash from employer2019-12-31$2,240,002
Employer contributions (assets) at beginning of year2019-12-31$72,411
Income. Dividends from common stock2019-12-31$472,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,153,074
Contract administrator fees2019-12-31$6,521
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,177,891
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,025,384
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ACM LLP
Accountancy firm EIN2019-12-31010724563
2018 : KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-404,104
Total unrealized appreciation/depreciation of assets2018-12-31$-404,104
Total transfer of assets from this plan2018-12-31$552,445
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$75,945
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,827,958
Total loss/gain on sale of assets2018-12-31$33,480
Total of all expenses incurred2018-12-31$5,994,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,721,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,124,192
Value of total assets at end of year2018-12-31$70,116,263
Value of total assets at beginning of year2018-12-31$73,759,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$273,097
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$660,551
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$502,951
Administrative expenses professional fees incurred2018-12-31$173,699
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,436,368
Participant contributions at end of year2018-12-31$176,830
Participant contributions at beginning of year2018-12-31$156,596
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$75,945
Other income not declared elsewhere2018-12-31$30,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,166,548
Value of net assets at end of year (total assets less liabilities)2018-12-31$70,040,318
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$73,759,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$35,237,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$37,712,607
Value of interest in common/collective trusts at end of year2018-12-31$30,604,465
Value of interest in common/collective trusts at beginning of year2018-12-31$31,092,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,302,253
Net investment gain or loss from common/collective trusts2018-12-31$-1,314,094
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
Assets. Invements in employer securities at end of year2018-12-31$4,025,384
Assets. Invements in employer securities at beginning of year2018-12-31$4,740,589
Contributions received in cash from employer2018-12-31$1,680,828
Employer contributions (assets) at end of year2018-12-31$72,411
Employer contributions (assets) at beginning of year2018-12-31$56,989
Income. Dividends from common stock2018-12-31$157,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,721,409
Contract administrator fees2018-12-31$99,398
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
Aggregate proceeds on sale of assets2018-12-31$517,749
Aggregate carrying amount (costs) on sale of assets2018-12-31$484,269
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 name2018-12-31ACM LLP
Accountancy firm EIN2018-12-31010724563
2017 : KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$578,921
Total unrealized appreciation/depreciation of assets2017-12-31$578,921
Total transfer of assets from this plan2017-12-31$759,283
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,256
Total income from all sources (including contributions)2017-12-31$16,002,229
Total loss/gain on sale of assets2017-12-31$179,041
Total of all expenses incurred2017-12-31$5,005,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,995,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,219,459
Value of total assets at end of year2017-12-31$73,759,311
Value of total assets at beginning of year2017-12-31$63,534,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,398
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$602,398
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$369,063
Administrative expenses professional fees incurred2017-12-31$7,378
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,690,595
Participant contributions at end of year2017-12-31$156,596
Participant contributions at beginning of year2017-12-31$128,228
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$194,586
Liabilities. Value of operating payables at beginning of year2017-12-31$12,256
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$10,996,360
Value of net assets at end of year (total assets less liabilities)2017-12-31$73,759,311
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$63,522,234
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$37,712,607
Value of interest in master investment trust accounts at beginning of year2017-12-31$63,358,975
Value of interest in common/collective trusts at end of year2017-12-31$31,092,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,350,379
Net investment gain or loss from common/collective trusts2017-12-31$3,376,963
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$1,334,278
Employer contributions (assets) at end of year2017-12-31$56,989
Employer contributions (assets) at beginning of year2017-12-31$47,287
Income. Dividends from common stock2017-12-31$233,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,995,471
Contract administrator fees2017-12-31$3,020
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. Corporate common stocks other than exployer securities at end of year2017-12-31$4,740,589
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$863,989
Aggregate carrying amount (costs) on sale of assets2017-12-31$684,948
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2017-12-31010724563
2016 : KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2016 401k financial data
Total transfer of assets from this plan2016-12-31$7,909
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,256
Total income from all sources (including contributions)2016-12-31$9,692,767
Total of all expenses incurred2016-12-31$4,534,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,502,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,642,625
Value of total assets at end of year2016-12-31$63,534,490
Value of total assets at beginning of year2016-12-31$58,371,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,699
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$9,589
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
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$3,342,530
Participant contributions at end of year2016-12-31$128,228
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$66,495
Administrative expenses (other) incurred2016-12-31$45
Liabilities. Value of operating payables at end of year2016-12-31$12,256
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$5,158,206
Value of net assets at end of year (total assets less liabilities)2016-12-31$63,522,234
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$58,371,937
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
Value of interest in master investment trust accounts at end of year2016-12-31$63,358,975
Value of interest in master investment trust accounts at beginning of year2016-12-31$58,371,937
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$1,233,600
Employer contributions (assets) at end of year2016-12-31$47,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,502,862
Contract administrator fees2016-12-31$22,065
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2016-12-31010724563
2015 : KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2015 401k financial data
Total transfer of assets from this plan2015-12-31$513,154
Total income from all sources (including contributions)2015-12-31$3,105,945
Total of all expenses incurred2015-12-31$6,221,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,211,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,744,018
Value of total assets at end of year2015-12-31$58,371,937
Value of total assets at beginning of year2015-12-31$62,000,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,081
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$800
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
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$3,428,006
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$44,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,115,198
Value of net assets at end of year (total assets less liabilities)2015-12-31$58,371,937
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$62,000,289
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$1,654
Value of interest in master investment trust accounts at end of year2015-12-31$58,371,937
Value of interest in master investment trust accounts at beginning of year2015-12-31$62,000,289
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$1,271,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,211,062
Contract administrator fees2015-12-31$7,627
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2015-12-31010724563
2014 : KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2014 401k financial data
Total transfer of assets from this plan2014-12-31$200,407
Total income from all sources (including contributions)2014-12-31$6,488,166
Total of all expenses incurred2014-12-31$4,674,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,642,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,529,721
Value of total assets at end of year2014-12-31$62,000,289
Value of total assets at beginning of year2014-12-31$60,386,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$3,213,840
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$96,052
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$1,814,019
Value of net assets at end of year (total assets less liabilities)2014-12-31$62,000,289
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$60,386,677
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
Value of interest in master investment trust accounts at end of year2014-12-31$62,000,289
Value of interest in master investment trust accounts at beginning of year2014-12-31$60,386,677
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$1,219,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,642,715
Contract administrator fees2014-12-31$31,432
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2014-12-31010724563
2013 : KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$223,560
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$12,448,887
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,849,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,849,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,804,812
Value of total assets at end of year2013-12-31$60,386,677
Value of total assets at beginning of year2013-12-31$59,010,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,188
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,392,845
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$143,773
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$1,599,535
Value of net assets at end of year (total assets less liabilities)2013-12-31$60,386,677
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$59,010,702
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 master investment trust accounts at end of year2013-12-31$60,386,677
Value of interest in master investment trust accounts at beginning of year2013-12-31$59,010,702
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$1,268,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,849,352
Contract administrator fees2013-12-31$1,188
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 investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$408,195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$11,238,202
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,236,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,236,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,795,027
Value of total assets at end of year2012-12-31$59,010,702
Value of total assets at beginning of year2012-12-31$51,417,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,699
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$3,412,528
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$169,855
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$37,814
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$8,001,473
Value of net assets at end of year (total assets less liabilities)2012-12-31$59,010,702
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$51,417,424
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 master investment trust accounts at end of year2012-12-31$59,010,702
Value of interest in master investment trust accounts at beginning of year2012-12-31$51,379,610
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,212,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,236,729
Contract administrator fees2012-12-31$4,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$1,675,423
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,121,395
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,778,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,778,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,090,316
Value of total assets at end of year2011-12-31$51,225,288
Value of total assets at beginning of year2011-12-31$55,558,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$211
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,038,683
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$13,488
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$37,814
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,657,365
Value of net assets at end of year (total assets less liabilities)2011-12-31$51,225,288
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$55,558,076
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 master investment trust accounts at end of year2011-12-31$51,187,474
Value of interest in master investment trust accounts at beginning of year2011-12-31$46,883,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,674,635
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$1,038,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,778,549
Contract administrator fees2011-12-31$211
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 investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2011-12-31010724563
2010 : KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2010 401k financial data
Total transfer of assets from this plan2010-12-31$353,262
Total income from all sources (including contributions)2010-12-31$11,092,851
Total of all expenses incurred2010-12-31$5,342,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,342,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,819,779
Value of total assets at end of year2010-12-31$55,558,076
Value of total assets at beginning of year2010-12-31$50,161,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$2,763,188
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$142,315
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$89,758
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$5,750,326
Value of net assets at end of year (total assets less liabilities)2010-12-31$55,558,076
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$50,161,012
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,969,435
Value of interest in master investment trust accounts at end of year2010-12-31$46,883,441
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$6,613,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$504,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$504,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,674,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$13,769,535
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$9,214,333
Contributions received in cash from employer2010-12-31$914,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,342,525
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 investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31TANNER LLC
Accountancy firm EIN2010-12-31202253063

Form 5500 Responses for KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES

2022: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 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: KENNECOTT UTAH COPPER SAVINGS PLAN FOR REPRESENTED HOURLY EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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 number074405
Policy instance 1
Insurance contract or identification number074405
Number of Individuals Covered1594
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074405
Policy instance 1
Insurance contract or identification number074405
Number of Individuals Covered1505
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01000TR
Policy instance 1
Insurance contract or identification numberMDA01000TR
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 contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00992TR
Policy instance 2
Insurance contract or identification numberMDA00992TR
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 contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STATE STREET GLOBAL ADVISORS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101138
Policy instance 3
Insurance contract or identification number101138
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 contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STATE STREET GLOBAL ADVISORS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number99037
Policy instance 4
Insurance contract or identification number99037
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 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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