LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND
401k plan membership statisitcs for LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND
| Measure | Date | Value |
|---|
| 2015: LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 42 |
| Total of all active and inactive participants | 2015-07-01 | 42 |
| Total participants | 2015-07-01 | 42 |
| 2014: LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 41 |
| Total of all active and inactive participants | 2014-07-01 | 41 |
| Total participants | 2014-07-01 | 41 |
| 2013: LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 36 |
| Total of all active and inactive participants | 2013-07-01 | 36 |
| Total participants | 2013-07-01 | 36 |
| Number of participants with account balances | 2013-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 45 |
| Total of all active and inactive participants | 2012-01-01 | 45 |
| Total participants | 2012-01-01 | 45 |
| Number of participants with account balances | 2012-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 44 |
| Total of all active and inactive participants | 2011-01-01 | 44 |
| Total participants | 2011-01-01 | 44 |
| 2010: LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 112 |
| Total of all active and inactive participants | 2010-07-01 | 112 |
| Total participants | 2010-07-01 | 112 |
| 2009: LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 109 |
| Total of all active and inactive participants | 2009-07-01 | 109 |
| Total participants | 2009-07-01 | 109 |
| Measure | Date | Value |
|---|
| 2016 : LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-06-30 | $4,628 |
| Total plan liabilities at beginning of year | 2016-06-30 | $15,506 |
| Total income from all sources | 2016-06-30 | $44 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $3,936 |
| Total plan assets at end of year | 2016-06-30 | $16,438 |
| Total plan assets at beginning of year | 2016-06-30 | $31,208 |
| Value of fidelity bond covering the plan | 2016-06-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $426 |
| Other income received | 2016-06-30 | $44 |
| Net income (gross income less expenses) | 2016-06-30 | $-3,892 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $11,810 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $15,702 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $3,510 |
| 2015 : LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-06-30 | $15,506 |
| Total plan liabilities at beginning of year | 2015-06-30 | $15,193 |
| Total income from all sources | 2015-06-30 | $394 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $102,366 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $99,082 |
| Total plan assets at end of year | 2015-06-30 | $31,208 |
| Total plan assets at beginning of year | 2015-06-30 | $132,867 |
| Value of fidelity bond covering the plan | 2015-06-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $120 |
| Other income received | 2015-06-30 | $394 |
| Net income (gross income less expenses) | 2015-06-30 | $-101,972 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $15,702 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $117,674 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $3,164 |
| 2014 : LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-06-30 | $15,193 |
| Total plan liabilities at beginning of year | 2014-06-30 | $12,508 |
| Total income from all sources | 2014-06-30 | $872 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $105,882 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $102,888 |
| Total plan assets at end of year | 2014-06-30 | $132,867 |
| Total plan assets at beginning of year | 2014-06-30 | $235,192 |
| Value of fidelity bond covering the plan | 2014-06-30 | $500,000 |
| Other income received | 2014-06-30 | $872 |
| Net income (gross income less expenses) | 2014-06-30 | $-105,010 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $117,674 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $222,684 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $2,994 |
| 2012 : LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $12,508 |
| Total plan liabilities at beginning of year | 2012-12-31 | $13,607 |
| Total income from all sources | 2012-12-31 | $1,030 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $124,622 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $121,473 |
| Total plan assets at end of year | 2012-12-31 | $235,192 |
| Total plan assets at beginning of year | 2012-12-31 | $359,883 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Other income received | 2012-12-31 | $1,030 |
| Net income (gross income less expenses) | 2012-12-31 | $-123,592 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $222,684 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $346,276 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3,149 |
| 2011 : LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $-461,528 |
| Total plan liabilities at end of year | 2011-12-31 | $13,607 |
| Total plan liabilities at beginning of year | 2011-12-31 | $19,457 |
| Total income from all sources | 2011-12-31 | $2,482 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $117,811 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $108,826 |
| Total plan assets at end of year | 2011-12-31 | $359,883 |
| Total plan assets at beginning of year | 2011-12-31 | $942,590 |
| Other income received | 2011-12-31 | $2,482 |
| Net income (gross income less expenses) | 2011-12-31 | $-115,329 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $346,276 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $923,133 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $8,985 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $19,457 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $53,089 |
| Total income from all sources (including contributions) | 2011-06-30 | $849,785 |
| Total of all expenses incurred | 2011-06-30 | $752,435 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $748,185 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $844,742 |
| Value of total assets at end of year | 2011-06-30 | $942,590 |
| Value of total assets at beginning of year | 2011-06-30 | $878,872 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $4,250 |
| Total interest from all sources | 2011-06-30 | $5,043 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Administrative expenses professional fees incurred | 2011-06-30 | $4,000 |
| Was this plan covered by a fidelity bond | 2011-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Contributions received from participants | 2011-06-30 | $24,197 |
| Participant contributions at end of year | 2011-06-30 | $915 |
| Participant contributions at beginning of year | 2011-06-30 | $4,565 |
| Administrative expenses (other) incurred | 2011-06-30 | $250 |
| Liabilities. Value of operating payables at beginning of year | 2011-06-30 | $11,233 |
| Total non interest bearing cash at end of year | 2011-06-30 | $97,957 |
| Total non interest bearing cash at beginning of year | 2011-06-30 | $143,502 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $97,350 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $923,133 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $825,783 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $843,718 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $730,805 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $730,805 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $5,043 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-06-30 | $649,483 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $820,545 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $98,702 |
| Liabilities. Value of benefit claims payable at end of year | 2011-06-30 | $19,457 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-06-30 | $41,856 |
| Did the plan have assets held for investment | 2011-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
| Accountancy firm name | 2011-06-30 | BROWN AND COMPANY |
| Accountancy firm EIN | 2011-06-30 | 161162269 |
| 2015: LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Plan is a collectively bargained plan | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Plan is a collectively bargained plan | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Plan is a collectively bargained plan | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Plan is a collectively bargained plan | Yes |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LEWISTON-PORTER UNITED EDUCATIONAL EMPLOYEES BENEFIT FUND 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Plan is a collectively bargained plan | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
