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MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 401k Plan overview

Plan NameMAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN
Plan identification number 001

MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

MAUL TECHNOLOGY, A DIVISION OF VHC, LTD. has sponsored the creation of one or more 401k plans.

Company Name:MAUL TECHNOLOGY, A DIVISION OF VHC, LTD.
Employer identification number (EIN):133414104
NAIC Classification:327210

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-08-01
0012020-08-01
0012020-08-01
0012019-08-01
0012018-08-01
0012017-08-01
0012016-08-01STEVEN SMITH
0012015-08-01STEVEN SMITH
0012014-08-01STEVEN SMITH
0012013-08-01STEVEN SMITH
0012012-08-01STEVEN SMITH
0012011-08-01STEVEN SMITH
0012009-08-01STEVEN SMITH

Plan Statistics for MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN

401k plan membership statisitcs for MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN

Measure Date Value
2022: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets2022-07-319,096,427
Acturial value of plan assets2022-07-319,096,427
Funding target for retired participants and beneficiaries receiving payment2022-07-317,501,898
Number of terminated vested participants2022-07-3123
Fundng target for terminated vested participants2022-07-31612,310
Active participant vested funding target2022-07-3112,825
Number of active participants2022-07-311
Total funding liabilities for active participants2022-07-3112,825
Total participant count2022-07-31163
Total funding target for all participants2022-07-318,127,033
Balance at beginning of prior year after applicable adjustments2022-07-310
Prefunding balance at beginning of prior year after applicable adjustments2022-07-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-07-310
Prefunding balanced used to offset prior years funding requirement2022-07-310
Amount remaining of carryover balance2022-07-310
Amount remaining of prefunding balance2022-07-310
Present value of excess contributions2022-07-3171,160
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-07-3174,832
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-07-310
Reductions in caryover balances due to elections or deemed elections2022-07-310
Reductions in prefunding balances due to elections or deemed elections2022-07-310
Balance of carryovers at beginning of current year2022-07-310
Balance of prefunding at beginning of current year2022-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-07-310
Contributions made to avoid restrictions adjusted to valuation date2022-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-07-310
Liquidity shortfalls end of Q12022-07-310
Liquidity shortfalls end of Q22022-07-310
Liquidity shortfalls end of Q32022-07-310
Liquidity shortfalls end of Q42022-07-310
Unpaid minimum required contributions for all prior years2022-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-07-310
Remaining amount of unpaid minimum required contributions2022-07-310
Minimum required contributions for current year target normal cost2022-07-31135,000
Net shortfall amortization installment of oustanding balance2022-07-310
Waiver amortization installment2022-07-310
Total funding amount beforereflecting carryover/prefunding balances2022-07-310
Carryover balance elected to use to offset funding requirement2022-07-310
Prefunding balance elected to use to offset funding requirement2022-07-310
Additional cash requirement2022-07-310
Contributions allocatedtoward minimum required contributions for current year2022-07-310
Unpaid minimum required contributions for current year2022-07-310
Unpaid minimum required contributions for all years2022-07-310
2021: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-01163
Total number of active participants reported on line 7a of the Form 55002021-08-011
Number of retired or separated participants receiving benefits2021-08-01118
Number of other retired or separated participants entitled to future benefits2021-08-0120
Total of all active and inactive participants2021-08-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-08-0123
Total participants2021-08-01162
Number of participants with account balances2021-08-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-08-010
2020: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-0129
Total number of active participants reported on line 7a of the Form 55002020-08-011
Number of retired or separated participants receiving benefits2020-08-01117
Number of other retired or separated participants entitled to future benefits2020-08-0124
Total of all active and inactive participants2020-08-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-08-0121
Total participants2020-08-01163
Number of participants with account balances2020-08-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-08-010
Market value of plan assets2020-07-3110,463,010
Acturial value of plan assets2020-07-3110,463,010
Funding target for retired participants and beneficiaries receiving payment2020-07-3110,223,766
Number of terminated vested participants2020-07-3128
Fundng target for terminated vested participants2020-07-31638,940
Active participant vested funding target2020-07-3170,936
Number of active participants2020-07-312
Total funding liabilities for active participants2020-07-3172,709
Total participant count2020-07-31260
Total funding target for all participants2020-07-3110,935,415
Balance at beginning of prior year after applicable adjustments2020-07-310
Prefunding balance at beginning of prior year after applicable adjustments2020-07-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-07-310
Prefunding balanced used to offset prior years funding requirement2020-07-310
Amount remaining of carryover balance2020-07-310
Amount remaining of prefunding balance2020-07-310
Present value of excess contributions2020-07-31332
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-07-31350
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-07-310
Reductions in caryover balances due to elections or deemed elections2020-07-310
Reductions in prefunding balances due to elections or deemed elections2020-07-310
Balance of carryovers at beginning of current year2020-07-310
Balance of prefunding at beginning of current year2020-07-310
Total employer contributions2020-07-31264,101
Total employee contributions2020-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-07-310
Contributions made to avoid restrictions adjusted to valuation date2020-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-07-31241,760
Unpaid minimum required contributions for all prior years2020-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-07-310
Remaining amount of unpaid minimum required contributions2020-07-310
Minimum required contributions for current year target normal cost2020-07-31165,000
Net shortfall amortization installment of oustanding balance2020-07-31472,405
Waiver amortization installment2020-07-310
Total funding amount beforereflecting carryover/prefunding balances2020-07-31241,760
Additional cash requirement2020-07-31241,760
Contributions allocatedtoward minimum required contributions for current year2020-07-31241,760
Unpaid minimum required contributions for current year2020-07-310
Unpaid minimum required contributions for all years2020-07-310
2019: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-01260
Total number of active participants reported on line 7a of the Form 55002019-08-012
Number of retired or separated participants receiving benefits2019-08-01172
Number of other retired or separated participants entitled to future benefits2019-08-0124
Total of all active and inactive participants2019-08-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-08-0156
Total participants2019-08-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-08-010
Market value of plan assets2019-07-3110,867,409
Acturial value of plan assets2019-07-3110,867,409
Funding target for retired participants and beneficiaries receiving payment2019-07-3110,169,362
Number of terminated vested participants2019-07-3128
Fundng target for terminated vested participants2019-07-31589,512
Active participant vested funding target2019-07-3164,555
Number of active participants2019-07-312
Total funding liabilities for active participants2019-07-3166,112
Total participant count2019-07-31261
Total funding target for all participants2019-07-3110,824,986
Balance at beginning of prior year after applicable adjustments2019-07-310
Prefunding balance at beginning of prior year after applicable adjustments2019-07-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-07-310
Prefunding balanced used to offset prior years funding requirement2019-07-310
Amount remaining of carryover balance2019-07-310
Amount remaining of prefunding balance2019-07-310
Present value of excess contributions2019-07-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-07-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-07-310
Reductions in caryover balances due to elections or deemed elections2019-07-310
Reductions in prefunding balances due to elections or deemed elections2019-07-310
Balance of carryovers at beginning of current year2019-07-310
Balance of prefunding at beginning of current year2019-07-310
Total employer contributions2019-07-31101,273
Total employee contributions2019-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-07-310
Contributions made to avoid restrictions adjusted to valuation date2019-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-07-3197,909
Liquidity shortfalls end of Q12019-07-310
Liquidity shortfalls end of Q22019-07-310
Liquidity shortfalls end of Q32019-07-310
Liquidity shortfalls end of Q42019-07-310
Unpaid minimum required contributions for all prior years2019-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-07-310
Remaining amount of unpaid minimum required contributions2019-07-310
Minimum required contributions for current year target normal cost2019-07-31140,000
Net shortfall amortization installment of oustanding balance2019-07-310
Waiver amortization installment2019-07-310
Total funding amount beforereflecting carryover/prefunding balances2019-07-3197,577
Carryover balance elected to use to offset funding requirement2019-07-310
Prefunding balance elected to use to offset funding requirement2019-07-310
Additional cash requirement2019-07-3197,577
Contributions allocatedtoward minimum required contributions for current year2019-07-3197,909
Unpaid minimum required contributions for current year2019-07-310
Unpaid minimum required contributions for all years2019-07-310
2018: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-01261
Total number of active participants reported on line 7a of the Form 55002018-08-012
Number of retired or separated participants receiving benefits2018-08-01178
Number of other retired or separated participants entitled to future benefits2018-08-0128
Total of all active and inactive participants2018-08-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-08-0152
Total participants2018-08-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-08-010
Market value of plan assets2018-07-316,844,232
Acturial value of plan assets2018-07-316,844,232
Funding target for retired participants and beneficiaries receiving payment2018-07-316,477,187
Number of terminated vested participants2018-07-3118
Fundng target for terminated vested participants2018-07-31383,597
Active participant vested funding target2018-07-3150,164
Number of active participants2018-07-311
Total funding liabilities for active participants2018-07-3150,164
Total participant count2018-07-31174
Total funding target for all participants2018-07-316,910,948
Balance at beginning of prior year after applicable adjustments2018-07-310
Prefunding balance at beginning of prior year after applicable adjustments2018-07-3173,856
Carryover balanced portion elected for use to offset prior years funding requirement2018-07-310
Prefunding balanced used to offset prior years funding requirement2018-07-3173,856
Amount remaining of carryover balance2018-07-310
Amount remaining of prefunding balance2018-07-310
Present value of excess contributions2018-07-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-07-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-07-310
Reductions in caryover balances due to elections or deemed elections2018-07-310
Reductions in prefunding balances due to elections or deemed elections2018-07-310
Balance of carryovers at beginning of current year2018-07-310
Balance of prefunding at beginning of current year2018-07-310
Total employer contributions2018-07-31104,805
Total employee contributions2018-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-07-310
Contributions made to avoid restrictions adjusted to valuation date2018-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-07-31100,916
Liquidity shortfalls end of Q12018-07-310
Liquidity shortfalls end of Q22018-07-310
Liquidity shortfalls end of Q32018-07-310
Liquidity shortfalls end of Q42018-07-310
Unpaid minimum required contributions for all prior years2018-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-07-310
Remaining amount of unpaid minimum required contributions2018-07-310
Minimum required contributions for current year target normal cost2018-07-3183,000
Net shortfall amortization installment of oustanding balance2018-07-3166,716
Waiver amortization installment2018-07-310
Total funding amount beforereflecting carryover/prefunding balances2018-07-31100,916
Carryover balance elected to use to offset funding requirement2018-07-310
Prefunding balance elected to use to offset funding requirement2018-07-310
Additional cash requirement2018-07-31100,916
Contributions allocatedtoward minimum required contributions for current year2018-07-31100,916
Unpaid minimum required contributions for current year2018-07-310
Unpaid minimum required contributions for all years2018-07-310
2017: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-01174
Total number of active participants reported on line 7a of the Form 55002017-08-012
Number of retired or separated participants receiving benefits2017-08-01182
Number of other retired or separated participants entitled to future benefits2017-08-0128
Total of all active and inactive participants2017-08-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-0149
Total participants2017-08-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-010
Market value of plan assets2017-07-316,820,001
Acturial value of plan assets2017-07-316,820,001
Funding target for retired participants and beneficiaries receiving payment2017-07-316,668,042
Number of terminated vested participants2017-07-3119
Fundng target for terminated vested participants2017-07-31390,232
Active participant vested funding target2017-07-3146,078
Number of active participants2017-07-311
Total funding liabilities for active participants2017-07-3146,078
Total participant count2017-07-31182
Total funding target for all participants2017-07-317,104,352
Balance at beginning of prior year after applicable adjustments2017-07-310
Prefunding balance at beginning of prior year after applicable adjustments2017-07-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-07-310
Prefunding balanced used to offset prior years funding requirement2017-07-310
Amount remaining of carryover balance2017-07-310
Amount remaining of prefunding balance2017-07-310
Present value of excess contributions2017-07-3169,616
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-07-3173,856
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-07-3173,856
Reductions in caryover balances due to elections or deemed elections2017-07-310
Reductions in prefunding balances due to elections or deemed elections2017-07-310
Balance of carryovers at beginning of current year2017-07-310
Balance of prefunding at beginning of current year2017-07-3173,856
Total employer contributions2017-07-3175,316
Total employee contributions2017-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-07-310
Contributions made to avoid restrictions adjusted to valuation date2017-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-07-3168,328
Unpaid minimum required contributions for all prior years2017-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-07-310
Remaining amount of unpaid minimum required contributions2017-07-310
Minimum required contributions for current year target normal cost2017-07-3183,000
Net shortfall amortization installment of oustanding balance2017-07-31358,207
Waiver amortization installment2017-07-310
Waived amount of outstanding balance2017-07-310
Total funding amount beforereflecting carryover/prefunding balances2017-07-31142,184
Carryover balance elected to use to offset funding requirement2017-07-310
Prefunding balance elected to use to offset funding requirement2017-07-3173,856
Additional cash requirement2017-07-3168,328
Contributions allocatedtoward minimum required contributions for current year2017-07-3168,328
Unpaid minimum required contributions for current year2017-07-310
Unpaid minimum required contributions for all years2017-07-310
2016: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-01182
Total number of active participants reported on line 7a of the Form 55002016-08-011
Number of retired or separated participants receiving benefits2016-08-01126
Number of other retired or separated participants entitled to future benefits2016-08-0117
Total of all active and inactive participants2016-08-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-0130
Total participants2016-08-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-010
2015: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-01185
Total number of active participants reported on line 7a of the Form 55002015-08-011
Number of retired or separated participants receiving benefits2015-08-01131
Number of other retired or separated participants entitled to future benefits2015-08-0118
Total of all active and inactive participants2015-08-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-0132
Total participants2015-08-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-010
2014: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01194
Total number of active participants reported on line 7a of the Form 55002014-08-011
Number of retired or separated participants receiving benefits2014-08-01135
Number of other retired or separated participants entitled to future benefits2014-08-0121
Total of all active and inactive participants2014-08-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-0128
Total participants2014-08-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-010
2013: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-01198
Total number of active participants reported on line 7a of the Form 55002013-08-012
Number of retired or separated participants receiving benefits2013-08-01141
Number of other retired or separated participants entitled to future benefits2013-08-0124
Total of all active and inactive participants2013-08-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-0127
Total participants2013-08-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-010
2012: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-01204
Total number of active participants reported on line 7a of the Form 55002012-08-013
Number of retired or separated participants receiving benefits2012-08-01145
Number of other retired or separated participants entitled to future benefits2012-08-0125
Total of all active and inactive participants2012-08-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-0125
Total participants2012-08-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-010
2011: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-01209
Total number of active participants reported on line 7a of the Form 55002011-08-014
Number of retired or separated participants receiving benefits2011-08-01148
Number of other retired or separated participants entitled to future benefits2011-08-0128
Total of all active and inactive participants2011-08-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-0124
Total participants2011-08-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-010
2009: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-01215
Total number of active participants reported on line 7a of the Form 55002009-08-014
Number of retired or separated participants receiving benefits2009-08-01145
Number of other retired or separated participants entitled to future benefits2009-08-0137
Total of all active and inactive participants2009-08-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-0130
Total participants2009-08-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-010

Financial Data on MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN

Measure Date Value
2022 : MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$0
Total income from all sources (including contributions)2022-07-31$-831,623
Total loss/gain on sale of assets2022-07-31$0
Total of all expenses incurred2022-07-31$850,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-31$717,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-31$0
Value of total assets at end of year2022-07-31$7,416,296
Value of total assets at beginning of year2022-07-31$9,098,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-31$133,392
Total interest from all sources2022-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-07-31$197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-07-31$197
Was this plan covered by a fidelity bond2022-07-31Yes
Value of fidelity bond cover2022-07-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-07-31No
Administrative expenses (other) incurred2022-07-31$72,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Value of net income/loss2022-07-31$-1,682,112
Value of net assets at end of year (total assets less liabilities)2022-07-31$7,416,296
Value of net assets at beginning of year (total assets less liabilities)2022-07-31$9,098,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-31No
Were any leases to which the plan was party in default or uncollectible2022-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-07-31$12,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-07-31$4,274
Value of interest in pooled separate accounts at end of year2022-07-31$7,404,094
Value of interest in pooled separate accounts at beginning of year2022-07-31$8,992,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-07-31$-2,453
Net investment gain/loss from pooled separate accounts2022-07-31$-829,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-31Yes
Was there a failure to transmit to the plan any participant contributions2022-07-31No
Has the plan failed to provide any benefit when due under the plan2022-07-31No
Employer contributions (assets) at beginning of year2022-07-31$101,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-31$717,097
Contract administrator fees2022-07-31$61,000
Did the plan have assets held for investment2022-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-31No
2021 : MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$0
Total income from all sources (including contributions)2021-07-31$1,913,111
Total loss/gain on sale of assets2021-07-31$0
Total of all expenses incurred2021-07-31$3,164,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-07-31$2,985,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-07-31$85,454
Value of total assets at end of year2021-07-31$8,996,563
Value of total assets at beginning of year2021-07-31$10,247,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-07-31$178,672
Total interest from all sources2021-07-31$28,463
Total dividends received (eg from common stock, registered investment company shares)2021-07-31$1
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-07-31$1
Administrative expenses professional fees incurred2021-07-31$110,124
Was this plan covered by a fidelity bond2021-07-31Yes
Value of fidelity bond cover2021-07-31$500,000
If this is an individual account plan, was there a blackout period2021-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-07-31$0
Were there any nonexempt tranactions with any party-in-interest2021-07-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Value of net income/loss2021-07-31$-1,251,148
Value of net assets at end of year (total assets less liabilities)2021-07-31$8,996,563
Value of net assets at beginning of year (total assets less liabilities)2021-07-31$10,247,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-07-31No
Were any leases to which the plan was party in default or uncollectible2021-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-07-31$4,274
Value of interest in pooled separate accounts at end of year2021-07-31$8,992,289
Value of interest in pooled separate accounts at beginning of year2021-07-31$5,898,189
Interest earned on other investments2021-07-31$28,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-07-31$4,085,421
Net investment gain/loss from pooled separate accounts2021-07-31$1,799,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-07-31Yes
Was there a failure to transmit to the plan any participant contributions2021-07-31No
Has the plan failed to provide any benefit when due under the plan2021-07-31No
Contributions received in cash from employer2021-07-31$85,454
Employer contributions (assets) at beginning of year2021-07-31$264,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-07-31$2,985,587
Contract administrator fees2021-07-31$68,548
Did the plan have assets held for investment2021-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-07-31No
2020 : MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$0
Total income from all sources (including contributions)2020-07-31$1,036,807
Total loss/gain on sale of assets2020-07-31$0
Total of all expenses incurred2020-07-31$1,129,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-07-31$989,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-07-31$264,101
Value of total assets at end of year2020-07-31$10,247,711
Value of total assets at beginning of year2020-07-31$10,340,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-07-31$140,369
Total interest from all sources2020-07-31$84,516
Total dividends received (eg from common stock, registered investment company shares)2020-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-07-31No
Was this plan covered by a fidelity bond2020-07-31Yes
Value of fidelity bond cover2020-07-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-07-31No
Administrative expenses (other) incurred2020-07-31$106,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Value of net income/loss2020-07-31$-93,092
Value of net assets at end of year (total assets less liabilities)2020-07-31$10,247,711
Value of net assets at beginning of year (total assets less liabilities)2020-07-31$10,340,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-07-31No
Were any leases to which the plan was party in default or uncollectible2020-07-31No
Value of interest in pooled separate accounts at end of year2020-07-31$5,898,189
Value of interest in pooled separate accounts at beginning of year2020-07-31$7,303,224
Interest earned on other investments2020-07-31$84,516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-07-31$4,085,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-07-31$3,002,171
Net investment gain/loss from pooled separate accounts2020-07-31$688,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-07-31Yes
Was there a failure to transmit to the plan any participant contributions2020-07-31No
Has the plan failed to provide any benefit when due under the plan2020-07-31No
Contributions received in cash from employer2020-07-31$264,101
Employer contributions (assets) at end of year2020-07-31$264,101
Employer contributions (assets) at beginning of year2020-07-31$35,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-07-31$989,530
Contract administrator fees2020-07-31$34,178
Did the plan have assets held for investment2020-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-07-31Yes
Opinion of an independent qualified public accountant for this plan2020-07-31Disclaimer
Accountancy firm name2020-07-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2020-07-31351090346
2019 : MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$0
Total income from all sources (including contributions)2019-07-31$595,892
Total loss/gain on sale of assets2019-07-31$0
Total of all expenses incurred2019-07-31$1,153,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-07-31$1,000,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-07-31$101,273
Value of total assets at end of year2019-07-31$10,340,803
Value of total assets at beginning of year2019-07-31$10,898,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-07-31$152,983
Total interest from all sources2019-07-31$107,431
Total dividends received (eg from common stock, registered investment company shares)2019-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-07-31No
Was this plan covered by a fidelity bond2019-07-31Yes
Value of fidelity bond cover2019-07-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-07-31$0
Were there any nonexempt tranactions with any party-in-interest2019-07-31No
Administrative expenses (other) incurred2019-07-31$89,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Value of net income/loss2019-07-31$-557,610
Value of net assets at end of year (total assets less liabilities)2019-07-31$10,340,803
Value of net assets at beginning of year (total assets less liabilities)2019-07-31$10,898,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-07-31No
Were any leases to which the plan was party in default or uncollectible2019-07-31No
Value of interest in pooled separate accounts at end of year2019-07-31$7,303,224
Value of interest in pooled separate accounts at beginning of year2019-07-31$6,896,936
Interest earned on other investments2019-07-31$107,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-07-31$3,002,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-07-31$3,964,793
Net investment gain/loss from pooled separate accounts2019-07-31$387,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-07-31Yes
Was there a failure to transmit to the plan any participant contributions2019-07-31No
Has the plan failed to provide any benefit when due under the plan2019-07-31No
Contributions received in cash from employer2019-07-31$101,273
Employer contributions (assets) at end of year2019-07-31$35,408
Employer contributions (assets) at beginning of year2019-07-31$36,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-07-31$1,000,519
Contract administrator fees2019-07-31$63,443
Did the plan have assets held for investment2019-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-07-31Yes
Opinion of an independent qualified public accountant for this plan2019-07-31Disclaimer
Accountancy firm name2019-07-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2019-07-31351090346
2018 : MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-07-31$0
Total transfer of assets to this plan2018-07-31$4,131,802
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$0
Total income from all sources (including contributions)2018-07-31$711,874
Total loss/gain on sale of assets2018-07-31$0
Total of all expenses incurred2018-07-31$717,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-07-31$633,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-07-31$104,805
Value of total assets at end of year2018-07-31$10,898,413
Value of total assets at beginning of year2018-07-31$6,771,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-07-31$84,125
Total interest from all sources2018-07-31$85,554
Total dividends received (eg from common stock, registered investment company shares)2018-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-07-31No
Was this plan covered by a fidelity bond2018-07-31Yes
Value of fidelity bond cover2018-07-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-31$0
Were there any nonexempt tranactions with any party-in-interest2018-07-31No
Administrative expenses (other) incurred2018-07-31$48,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Value of net income/loss2018-07-31$-5,302
Value of net assets at end of year (total assets less liabilities)2018-07-31$10,898,413
Value of net assets at beginning of year (total assets less liabilities)2018-07-31$6,771,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-07-31No
Were any leases to which the plan was party in default or uncollectible2018-07-31No
Value of interest in pooled separate accounts at end of year2018-07-31$6,896,936
Value of interest in pooled separate accounts at beginning of year2018-07-31$4,735,906
Interest earned on other investments2018-07-31$85,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-07-31$3,964,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-07-31$1,960,691
Net investment gain/loss from pooled separate accounts2018-07-31$521,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-07-31Yes
Was there a failure to transmit to the plan any participant contributions2018-07-31No
Has the plan failed to provide any benefit when due under the plan2018-07-31No
Contributions received in cash from employer2018-07-31$104,805
Employer contributions (assets) at end of year2018-07-31$36,684
Employer contributions (assets) at beginning of year2018-07-31$75,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-07-31$633,051
Contract administrator fees2018-07-31$35,153
Did the plan have assets held for investment2018-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-07-31Yes
Opinion of an independent qualified public accountant for this plan2018-07-31Disclaimer
Accountancy firm name2018-07-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2018-07-31351090346
2017 : MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$0
Total income from all sources (including contributions)2017-07-31$844,463
Total loss/gain on sale of assets2017-07-31$0
Total of all expenses incurred2017-07-31$758,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-07-31$675,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-07-31$75,316
Value of total assets at end of year2017-07-31$6,771,913
Value of total assets at beginning of year2017-07-31$6,685,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-07-31$83,327
Total interest from all sources2017-07-31$86,758
Total dividends received (eg from common stock, registered investment company shares)2017-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-07-31No
Was this plan covered by a fidelity bond2017-07-31Yes
Value of fidelity bond cover2017-07-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-07-31No
Other income not declared elsewhere2017-07-31$8,320
Administrative expenses (other) incurred2017-07-31$53,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Value of net income/loss2017-07-31$86,049
Value of net assets at end of year (total assets less liabilities)2017-07-31$6,771,913
Value of net assets at beginning of year (total assets less liabilities)2017-07-31$6,685,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-07-31No
Were any leases to which the plan was party in default or uncollectible2017-07-31No
Value of interest in pooled separate accounts at end of year2017-07-31$4,735,906
Value of interest in pooled separate accounts at beginning of year2017-07-31$4,061,838
Interest earned on other investments2017-07-31$86,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-07-31$1,960,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-07-31$2,624,026
Net investment gain/loss from pooled separate accounts2017-07-31$674,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-07-31Yes
Was there a failure to transmit to the plan any participant contributions2017-07-31No
Has the plan failed to provide any benefit when due under the plan2017-07-31No
Contributions received in cash from employer2017-07-31$75,316
Employer contributions (assets) at end of year2017-07-31$75,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-07-31$675,087
Contract administrator fees2017-07-31$29,510
Did the plan have assets held for investment2017-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-07-31Yes
Opinion of an independent qualified public accountant for this plan2017-07-31Disclaimer
Accountancy firm name2017-07-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2017-07-31351090346
2016 : MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$0
Total income from all sources (including contributions)2016-07-31$107,836
Total loss/gain on sale of assets2016-07-31$0
Total of all expenses incurred2016-07-31$755,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-07-31$691,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-07-31$70,784
Value of total assets at end of year2016-07-31$6,685,864
Value of total assets at beginning of year2016-07-31$7,334,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-07-31$64,365
Total interest from all sources2016-07-31$104,917
Total dividends received (eg from common stock, registered investment company shares)2016-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-07-31No
Was this plan covered by a fidelity bond2016-07-31Yes
Value of fidelity bond cover2016-07-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-07-31$0
Were there any nonexempt tranactions with any party-in-interest2016-07-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-07-31$7,932
Administrative expenses (other) incurred2016-07-31$35,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Value of net income/loss2016-07-31$-648,146
Value of net assets at end of year (total assets less liabilities)2016-07-31$6,685,864
Value of net assets at beginning of year (total assets less liabilities)2016-07-31$7,334,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-07-31No
Were any leases to which the plan was party in default or uncollectible2016-07-31No
Value of interest in pooled separate accounts at end of year2016-07-31$4,061,838
Value of interest in pooled separate accounts at beginning of year2016-07-31$4,473,538
Interest earned on other investments2016-07-31$104,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-07-31$2,624,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-07-31$2,746,475
Net investment gain/loss from pooled separate accounts2016-07-31$-67,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-07-31Yes
Was there a failure to transmit to the plan any participant contributions2016-07-31No
Has the plan failed to provide any benefit when due under the plan2016-07-31No
Contributions received in cash from employer2016-07-31$70,784
Employer contributions (assets) at beginning of year2016-07-31$106,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-07-31$691,617
Contract administrator fees2016-07-31$28,836
Did the plan have assets held for investment2016-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-07-31Yes
Opinion of an independent qualified public accountant for this plan2016-07-31Disclaimer
Accountancy firm name2016-07-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2016-07-31351090346
2015 : MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-07-31$0
Total transfer of assets to this plan2015-07-31$0
Total transfer of assets from this plan2015-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$0
Total income from all sources (including contributions)2015-07-31$776,715
Total loss/gain on sale of assets2015-07-31$0
Total of all expenses incurred2015-07-31$788,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-07-31$726,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-07-31$297,183
Value of total assets at end of year2015-07-31$7,334,010
Value of total assets at beginning of year2015-07-31$7,345,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-07-31$61,670
Total interest from all sources2015-07-31$114,593
Total dividends received (eg from common stock, registered investment company shares)2015-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-07-31No
Was this plan covered by a fidelity bond2015-07-31Yes
Value of fidelity bond cover2015-07-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
Were there any nonexempt tranactions with any party-in-interest2015-07-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-07-31$7,932
Administrative expenses (other) incurred2015-07-31$29,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Value of net income/loss2015-07-31$-11,375
Value of net assets at end of year (total assets less liabilities)2015-07-31$7,334,010
Value of net assets at beginning of year (total assets less liabilities)2015-07-31$7,345,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-07-31No
Were any leases to which the plan was party in default or uncollectible2015-07-31No
Value of interest in pooled separate accounts at end of year2015-07-31$4,473,538
Value of interest in pooled separate accounts at beginning of year2015-07-31$4,919,547
Interest earned on other investments2015-07-31$114,593
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-07-31$2,746,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-07-31$2,342,170
Net investment gain/loss from pooled separate accounts2015-07-31$364,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-07-31Yes
Was there a failure to transmit to the plan any participant contributions2015-07-31No
Has the plan failed to provide any benefit when due under the plan2015-07-31No
Contributions received in cash from employer2015-07-31$297,183
Employer contributions (assets) at end of year2015-07-31$106,065
Employer contributions (assets) at beginning of year2015-07-31$83,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-07-31$726,420
Contract administrator fees2015-07-31$31,830
Did the plan have assets held for investment2015-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-07-31Yes
Opinion of an independent qualified public accountant for this plan2015-07-31Disclaimer
Accountancy firm name2015-07-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2015-07-31351090346
2014 : MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$0
Total income from all sources (including contributions)2014-07-31$1,045,848
Total loss/gain on sale of assets2014-07-31$0
Total of all expenses incurred2014-07-31$822,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-07-31$764,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-07-31$341,947
Value of total assets at end of year2014-07-31$7,345,385
Value of total assets at beginning of year2014-07-31$7,122,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-07-31$58,358
Total interest from all sources2014-07-31$106,867
Total dividends received (eg from common stock, registered investment company shares)2014-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-07-31No
Was this plan covered by a fidelity bond2014-07-31Yes
Value of fidelity bond cover2014-07-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
Were there any nonexempt tranactions with any party-in-interest2014-07-31No
Administrative expenses (other) incurred2014-07-31$25,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Value of net income/loss2014-07-31$223,232
Value of net assets at end of year (total assets less liabilities)2014-07-31$7,345,385
Value of net assets at beginning of year (total assets less liabilities)2014-07-31$7,122,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-07-31No
Were any leases to which the plan was party in default or uncollectible2014-07-31No
Value of interest in pooled separate accounts at end of year2014-07-31$4,919,547
Value of interest in pooled separate accounts at beginning of year2014-07-31$4,322,513
Interest earned on other investments2014-07-31$106,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-07-31$2,342,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-07-31$2,675,359
Net investment gain/loss from pooled separate accounts2014-07-31$597,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-07-31Yes
Was there a failure to transmit to the plan any participant contributions2014-07-31No
Has the plan failed to provide any benefit when due under the plan2014-07-31No
Contributions received in cash from employer2014-07-31$341,947
Employer contributions (assets) at end of year2014-07-31$83,668
Employer contributions (assets) at beginning of year2014-07-31$124,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-07-31$764,258
Contract administrator fees2014-07-31$33,113
Did the plan have assets held for investment2014-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-07-31Yes
Opinion of an independent qualified public accountant for this plan2014-07-31Disclaimer
Accountancy firm name2014-07-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2014-07-31351090346
2013 : MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$0
Total income from all sources (including contributions)2013-07-31$1,402,833
Total loss/gain on sale of assets2013-07-31$0
Total of all expenses incurred2013-07-31$818,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-07-31$769,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-07-31$382,544
Value of total assets at end of year2013-07-31$7,122,153
Value of total assets at beginning of year2013-07-31$6,538,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-07-31$49,641
Total interest from all sources2013-07-31$130,057
Total dividends received (eg from common stock, registered investment company shares)2013-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-07-31No
Was this plan covered by a fidelity bond2013-07-31Yes
Value of fidelity bond cover2013-07-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-07-31$0
Were there any nonexempt tranactions with any party-in-interest2013-07-31No
Administrative expenses (other) incurred2013-07-31$27,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Value of net income/loss2013-07-31$584,020
Value of net assets at end of year (total assets less liabilities)2013-07-31$7,122,153
Value of net assets at beginning of year (total assets less liabilities)2013-07-31$6,538,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-07-31No
Were any leases to which the plan was party in default or uncollectible2013-07-31No
Value of interest in pooled separate accounts at end of year2013-07-31$4,322,513
Value of interest in pooled separate accounts at beginning of year2013-07-31$3,432,281
Interest earned on other investments2013-07-31$130,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-07-31$2,675,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-07-31$2,989,124
Net investment gain/loss from pooled separate accounts2013-07-31$890,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-07-31Yes
Was there a failure to transmit to the plan any participant contributions2013-07-31No
Has the plan failed to provide any benefit when due under the plan2013-07-31No
Contributions received in cash from employer2013-07-31$382,544
Employer contributions (assets) at end of year2013-07-31$124,281
Employer contributions (assets) at beginning of year2013-07-31$116,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-07-31$769,172
Contract administrator fees2013-07-31$22,351
Did the plan have assets held for investment2013-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-07-31Yes
Opinion of an independent qualified public accountant for this plan2013-07-31Disclaimer
Accountancy firm name2013-07-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2013-07-31351090346
2012 : MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-07-31$627,475
Total of all expenses incurred2012-07-31$858,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-07-31$799,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-07-31$393,178
Value of total assets at end of year2012-07-31$6,538,133
Value of total assets at beginning of year2012-07-31$6,769,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-07-31$59,444
Total interest from all sources2012-07-31$142,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-07-31No
Was this plan covered by a fidelity bond2012-07-31Yes
Value of fidelity bond cover2012-07-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-07-31$0
Were there any nonexempt tranactions with any party-in-interest2012-07-31No
Administrative expenses (other) incurred2012-07-31$24,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Value of net income/loss2012-07-31$-231,067
Value of net assets at end of year (total assets less liabilities)2012-07-31$6,538,133
Value of net assets at beginning of year (total assets less liabilities)2012-07-31$6,769,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-07-31No
Were any leases to which the plan was party in default or uncollectible2012-07-31No
Value of interest in pooled separate accounts at end of year2012-07-31$3,432,281
Value of interest in pooled separate accounts at beginning of year2012-07-31$3,640,053
Interest earned on other investments2012-07-31$142,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-07-31$2,989,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-07-31$2,959,984
Net investment gain/loss from pooled separate accounts2012-07-31$92,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-07-31Yes
Was there a failure to transmit to the plan any participant contributions2012-07-31No
Has the plan failed to provide any benefit when due under the plan2012-07-31No
Contributions received in cash from employer2012-07-31$393,178
Employer contributions (assets) at end of year2012-07-31$116,728
Employer contributions (assets) at beginning of year2012-07-31$169,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-07-31$799,098
Contract administrator fees2012-07-31$34,531
Did the plan have assets held for investment2012-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-07-31Yes
Opinion of an independent qualified public accountant for this plan2012-07-31Disclaimer
Accountancy firm name2012-07-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2012-07-31351090346
2011 : MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-07-31$1,198,135
Total of all expenses incurred2011-07-31$882,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-07-31$826,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-07-31$389,993
Value of total assets at end of year2011-07-31$6,769,200
Value of total assets at beginning of year2011-07-31$6,453,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-07-31$55,764
Total interest from all sources2011-07-31$154,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-07-31No
Was this plan covered by a fidelity bond2011-07-31Yes
Value of fidelity bond cover2011-07-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-07-31$0
Were there any nonexempt tranactions with any party-in-interest2011-07-31No
Administrative expenses (other) incurred2011-07-31$24,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-31No
Value of net income/loss2011-07-31$315,374
Value of net assets at end of year (total assets less liabilities)2011-07-31$6,769,200
Value of net assets at beginning of year (total assets less liabilities)2011-07-31$6,453,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-07-31No
Were any leases to which the plan was party in default or uncollectible2011-07-31No
Value of interest in pooled separate accounts at end of year2011-07-31$3,640,053
Value of interest in pooled separate accounts at beginning of year2011-07-31$3,261,632
Interest earned on other investments2011-07-31$154,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-07-31$2,959,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-07-31$3,058,273
Net investment gain/loss from pooled separate accounts2011-07-31$653,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-07-31Yes
Was there a failure to transmit to the plan any participant contributions2011-07-31No
Has the plan failed to provide any benefit when due under the plan2011-07-31No
Contributions received in cash from employer2011-07-31$389,993
Employer contributions (assets) at end of year2011-07-31$169,163
Employer contributions (assets) at beginning of year2011-07-31$133,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-07-31$826,997
Contract administrator fees2011-07-31$31,293
Did the plan have assets held for investment2011-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-07-31Yes
Opinion of an independent qualified public accountant for this plan2011-07-31Disclaimer
Accountancy firm name2011-07-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2011-07-31351090346
2010 : MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0

Form 5500 Responses for MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN

2021: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01This submission is the final filingNo
2021-08-01This return/report is a short plan year return/report (less than 12 months)No
2021-08-01Plan is a collectively bargained planNo
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan funding arrangement – TrustYes
2021-08-01Plan benefit arrangement – InsuranceYes
2021-08-01Plan benefit arrangement - TrustYes
2020: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Submission has been amendedYes
2020-08-01This submission is the final filingNo
2020-08-01This return/report is a short plan year return/report (less than 12 months)No
2020-08-01Plan is a collectively bargained planNo
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan funding arrangement – TrustYes
2020-08-01Plan benefit arrangement – InsuranceYes
2020-08-01Plan benefit arrangement - TrustYes
2019: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Submission has been amendedNo
2019-08-01This submission is the final filingNo
2019-08-01This return/report is a short plan year return/report (less than 12 months)No
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement – InsuranceYes
2019-08-01Plan benefit arrangement - TrustYes
2018: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)No
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement – InsuranceYes
2018-08-01Plan benefit arrangement - TrustYes
2017: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement – InsuranceYes
2017-08-01Plan benefit arrangement - TrustYes
2016: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement – InsuranceYes
2016-08-01Plan benefit arrangement - TrustYes
2015: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planYes
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement – InsuranceYes
2015-08-01Plan benefit arrangement - TrustYes
2014: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planYes
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement – InsuranceYes
2014-08-01Plan benefit arrangement - TrustYes
2013: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planYes
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement – InsuranceYes
2013-08-01Plan benefit arrangement - TrustYes
2012: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planYes
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement – InsuranceYes
2012-08-01Plan benefit arrangement - TrustYes
2011: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planYes
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement – InsuranceYes
2011-08-01Plan benefit arrangement - TrustYes
2009: MAUL TECHNOLOGY UNION RETIREMENT INCOME PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planYes
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement – InsuranceYes
2009-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number630686
Policy instance 1
Insurance contract or identification number630686
Number of Individuals Covered0
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number630686
Policy instance 1
Insurance contract or identification number630686
Number of Individuals Covered163
Insurance policy start date2020-12-01
Insurance policy end date2021-07-31
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
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 numberIN17182
Policy instance 2
Insurance contract or identification numberIN17182
Number of Individuals Covered254
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $18,978
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 numberIN17182
Policy instance 1
Insurance contract or identification numberIN17182
Number of Individuals Covered254
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $18,987
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
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
Other information about contractINVESTMENT CONTRACT
Commission paid to Insurance BrokerUSD $18,987
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN17182
Policy instance 1
Insurance contract or identification numberIN17182
Number of Individuals Covered261
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $25,451
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?Yes
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
Other information about contractINVESTMENT CONTRACT
Commission paid to Insurance BrokerUSD $25,451
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN17182
Policy instance 1
Insurance contract or identification numberIN17182
Number of Individuals Covered261
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $16,808
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?Yes
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
Other information about contractINVESTMENT CONTRACT

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