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UAW LOCAL 2326 PENSION PLAN 401k Plan overview

Plan NameUAW LOCAL 2326 PENSION PLAN
Plan identification number 001

UAW LOCAL 2326 PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

UAW LOCAL 2326 PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:UAW LOCAL 2326 PENSION PLAN
Employer identification number (EIN):201872222
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UAW LOCAL 2326 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01WILLARD ECCLESTON2022-06-15
0012020-01-01WILLARD ECCLESTON2021-08-24
0012019-01-01WILLARD ECCLESTON2020-09-15
0012018-01-01WILLARD ECCLESTON2019-10-13
0012017-01-01
0012016-01-01
0012015-01-01BOB AMBROSINI
0012014-01-01BOB AMBROSINI
0012013-01-01BOB AMBROSINI
0012012-01-01BOB AMBROSINI
0012011-01-01BOB AMBROSINI
0012010-01-01SERGIO ACOSTA
0012009-01-01SERGIO ACOSTA

Plan Statistics for UAW LOCAL 2326 PENSION PLAN

401k plan membership statisitcs for UAW LOCAL 2326 PENSION PLAN

Measure Date Value
2021: UAW LOCAL 2326 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0190
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0190
Total of all active and inactive participants2021-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0190
Number of participants with account balances2021-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-010
2020: UAW LOCAL 2326 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0193
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0190
Total of all active and inactive participants2020-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0190
Number of participants with account balances2020-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-010
2019: UAW LOCAL 2326 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0198
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0193
Total of all active and inactive participants2019-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0193
Number of participants with account balances2019-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-010
2018: UAW LOCAL 2326 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01108
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0190
Total of all active and inactive participants2018-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0198
Number of participants with account balances2018-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-011
2017: UAW LOCAL 2326 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01113
Total number of active participants reported on line 7a of the Form 55002017-01-0117
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0191
Total of all active and inactive participants2017-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01108
Number of participants with account balances2017-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-013
2016: UAW LOCAL 2326 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01120
Total number of active participants reported on line 7a of the Form 55002016-01-0117
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0196
Total of all active and inactive participants2016-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01113
Number of participants with account balances2016-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UAW LOCAL 2326 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01171
Total number of active participants reported on line 7a of the Form 55002015-01-0117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01103
Total of all active and inactive participants2015-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01120
Number of participants with account balances2015-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UAW LOCAL 2326 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01206
Total number of active participants reported on line 7a of the Form 55002014-01-0153
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01118
Total of all active and inactive participants2014-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01171
Number of participants with account balances2014-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UAW LOCAL 2326 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01234
Total number of active participants reported on line 7a of the Form 55002013-01-0156
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01150
Total of all active and inactive participants2013-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01206
Number of participants with account balances2013-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UAW LOCAL 2326 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01249
Total number of active participants reported on line 7a of the Form 55002012-01-01109
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01125
Total of all active and inactive participants2012-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01234
Number of participants with account balances2012-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UAW LOCAL 2326 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01271
Total number of active participants reported on line 7a of the Form 55002011-01-01119
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01130
Total of all active and inactive participants2011-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01249
Number of participants with account balances2011-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UAW LOCAL 2326 PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01291
Total number of active participants reported on line 7a of the Form 55002010-01-01116
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01155
Total of all active and inactive participants2010-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01271
Number of participants with account balances2010-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UAW LOCAL 2326 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01289
Total number of active participants reported on line 7a of the Form 55002009-01-01125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01166
Total of all active and inactive participants2009-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01291
Number of participants with account balances2009-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UAW LOCAL 2326 PENSION PLAN

Measure Date Value
2021 : UAW LOCAL 2326 PENSION PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$44,888
Expenses. Total of all expenses incurred2021-12-31$10,558
Benefits paid (including direct rollovers)2021-12-31$58
Total plan assets at end of year2021-12-31$277,888
Total plan assets at beginning of year2021-12-31$243,558
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$44,888
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$34,330
Net plan assets at end of year (total assets less liabilities)2021-12-31$277,888
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$243,558
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$10,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : UAW LOCAL 2326 PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$27,781
Expenses. Total of all expenses incurred2020-12-31$74,988
Benefits paid (including direct rollovers)2020-12-31$64,313
Total plan assets at end of year2020-12-31$243,558
Total plan assets at beginning of year2020-12-31$290,765
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$27,781
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-47,207
Net plan assets at end of year (total assets less liabilities)2020-12-31$243,558
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$290,765
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$10,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : UAW LOCAL 2326 PENSION PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$700
Total income from all sources2019-12-31$67,901
Expenses. Total of all expenses incurred2019-12-31$104,201
Benefits paid (including direct rollovers)2019-12-31$93,051
Total plan assets at end of year2019-12-31$290,765
Total plan assets at beginning of year2019-12-31$327,765
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$235
Contributions received from other sources (not participants or employers)2019-12-31$1,796
Other income received2019-12-31$63,296
Net income (gross income less expenses)2019-12-31$-36,300
Net plan assets at end of year (total assets less liabilities)2019-12-31$290,765
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$327,065
Total contributions received or receivable from employer(s)2019-12-31$2,574
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$11,150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : UAW LOCAL 2326 PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$700
Total income from all sources (including contributions)2018-12-31$4,532
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$165,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$143,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$44,545
Value of total assets at end of year2018-12-31$327,765
Value of total assets at beginning of year2018-12-31$489,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,471
Total interest from all sources2018-12-31$1,247
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$35,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$35,053
Administrative expenses professional fees incurred2018-12-31$4,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$12,280
Participant contributions at end of year2018-12-31$17,008
Participant contributions at beginning of year2018-12-31$22,592
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,785
Administrative expenses (other) incurred2018-12-31$136
Liabilities. Value of operating payables at end of year2018-12-31$700
Liabilities. Value of operating payables at beginning of year2018-12-31$700
Total non interest bearing cash at end of year2018-12-31$1,003
Total non interest bearing cash at beginning of year2018-12-31$4,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-161,355
Value of net assets at end of year (total assets less liabilities)2018-12-31$327,065
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$488,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$18,335
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$309,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$461,506
Interest on participant loans2018-12-31$1,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-76,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$30,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$143,416
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BACHELER & COMPANY, P.C.
Accountancy firm EIN2018-12-31232978066
2017 : UAW LOCAL 2326 PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$700
Total income from all sources (including contributions)2017-12-31$96,963
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$31,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$40,709
Value of total assets at end of year2017-12-31$489,120
Value of total assets at beginning of year2017-12-31$424,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,542
Total interest from all sources2017-12-31$695
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$38,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$38,554
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$13,882
Contributions received from participants2017-12-31$11,685
Participant contributions at end of year2017-12-31$22,592
Participant contributions at beginning of year2017-12-31$17,182
Administrative expenses (other) incurred2017-12-31$250
Liabilities. Value of operating payables at end of year2017-12-31$700
Liabilities. Value of operating payables at beginning of year2017-12-31$700
Total non interest bearing cash at end of year2017-12-31$4,261
Total non interest bearing cash at beginning of year2017-12-31$2,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$65,003
Value of net assets at end of year (total assets less liabilities)2017-12-31$488,420
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$423,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$23,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$461,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$403,227
Interest on participant loans2017-12-31$691
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$29,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,418
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BACHELER & COMPANY, P.C.
Accountancy firm EIN2017-12-31232978066
2016 : UAW LOCAL 2326 PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$700
Total income from all sources (including contributions)2016-12-31$82,349
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$160,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$111,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$42,546
Value of total assets at end of year2016-12-31$424,117
Value of total assets at beginning of year2016-12-31$501,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$48,798
Total interest from all sources2016-12-31$1,044
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$20,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$20,815
Administrative expenses professional fees incurred2016-12-31$6,387
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$10,152
Participant contributions at end of year2016-12-31$17,182
Participant contributions at beginning of year2016-12-31$32,752
Administrative expenses (other) incurred2016-12-31$8,982
Liabilities. Value of operating payables at end of year2016-12-31$700
Liabilities. Value of operating payables at beginning of year2016-12-31$700
Total non interest bearing cash at end of year2016-12-31$2,920
Total non interest bearing cash at beginning of year2016-12-31$18,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-77,793
Value of net assets at end of year (total assets less liabilities)2016-12-31$423,417
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$501,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$33,429
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$403,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$448,685
Interest on participant loans2016-12-31$1,042
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$17,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$32,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$111,344
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BACHELER & COMPANY, P.C.
Accountancy firm EIN2016-12-31232978066
2015 : UAW LOCAL 2326 PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$700
Total income from all sources (including contributions)2015-12-31$44,655
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$523,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$460,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$64,634
Value of total assets at end of year2015-12-31$501,910
Value of total assets at beginning of year2015-12-31$980,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$62,689
Total interest from all sources2015-12-31$1,440
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$34,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$34,869
Administrative expenses professional fees incurred2015-12-31$6,400
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$16,481
Participant contributions at end of year2015-12-31$32,752
Participant contributions at beginning of year2015-12-31$47,361
Other income not declared elsewhere2015-12-31$2,830
Administrative expenses (other) incurred2015-12-31$23,270
Liabilities. Value of operating payables at end of year2015-12-31$700
Liabilities. Value of operating payables at beginning of year2015-12-31$700
Total non interest bearing cash at end of year2015-12-31$18,528
Total non interest bearing cash at beginning of year2015-12-31$45,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-478,609
Value of net assets at end of year (total assets less liabilities)2015-12-31$501,210
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$979,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$33,019
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$448,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$885,798
Interest on participant loans2015-12-31$1,421
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-59,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$48,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$460,575
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BACHELER & COMPANY, P.C.
Accountancy firm EIN2015-12-31232978066
2014 : UAW LOCAL 2326 PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$700
Total income from all sources (including contributions)2014-12-31$131,485
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$627,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$575,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$77,106
Value of total assets at end of year2014-12-31$980,519
Value of total assets at beginning of year2014-12-31$1,476,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$52,347
Total interest from all sources2014-12-31$2,109
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$36,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$36,501
Administrative expenses professional fees incurred2014-12-31$7,090
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$18,467
Participant contributions at end of year2014-12-31$47,361
Participant contributions at beginning of year2014-12-31$76,747
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$3,460
Liabilities. Value of operating payables at end of year2014-12-31$700
Liabilities. Value of operating payables at beginning of year2014-12-31$700
Total non interest bearing cash at end of year2014-12-31$45,368
Total non interest bearing cash at beginning of year2014-12-31$55,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-495,929
Value of net assets at end of year (total assets less liabilities)2014-12-31$979,819
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,475,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$41,797
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$885,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,331,073
Interest on participant loans2014-12-31$2,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$75
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$15,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$58,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$575,067
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BACHELER & COMPANY, P.C.
Accountancy firm EIN2014-12-31232978066
2013 : UAW LOCAL 2326 PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$700
Total income from all sources (including contributions)2013-12-31$446,900
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$320,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$285,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$168,852
Value of total assets at end of year2013-12-31$1,476,448
Value of total assets at beginning of year2013-12-31$1,350,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,122
Total interest from all sources2013-12-31$3,447
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$13,297
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$58,680
Participant contributions at end of year2013-12-31$76,747
Participant contributions at beginning of year2013-12-31$57,725
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Liabilities. Value of operating payables at end of year2013-12-31$700
Liabilities. Value of operating payables at beginning of year2013-12-31$700
Total non interest bearing cash at end of year2013-12-31$55,837
Total non interest bearing cash at beginning of year2013-12-31$69,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$126,078
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,475,748
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,349,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$21,825
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,331,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,206,135
Interest on participant loans2013-12-31$3,129
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$17,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$274,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$110,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$285,700
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BACHELER & COMPANY, P.C.
Accountancy firm EIN2013-12-31232978066
2012 : UAW LOCAL 2326 PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$700
Total income from all sources (including contributions)2012-12-31$344,036
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$160,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$111,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$206,212
Value of total assets at end of year2012-12-31$1,350,370
Value of total assets at beginning of year2012-12-31$1,167,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$49,443
Total interest from all sources2012-12-31$1,431
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$20,443
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$81,711
Participant contributions at end of year2012-12-31$57,725
Participant contributions at beginning of year2012-12-31$23,056
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,819
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$700
Liabilities. Value of operating payables at beginning of year2012-12-31$700
Total non interest bearing cash at end of year2012-12-31$69,156
Total non interest bearing cash at beginning of year2012-12-31$92,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$183,361
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,349,670
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,166,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$29,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,206,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,036,453
Interest on participant loans2012-12-31$1,214
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$17,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$14,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$136,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$115,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$111,232
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BACHELER & COMPANY, P.C.
Accountancy firm EIN2012-12-31232978066
2011 : UAW LOCAL 2326 PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$700
Total income from all sources (including contributions)2011-12-31$224,259
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$140,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$95,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$191,622
Value of total assets at end of year2011-12-31$1,167,009
Value of total assets at beginning of year2011-12-31$1,082,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$44,791
Total interest from all sources2011-12-31$98,619
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$12,475
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$81,927
Participant contributions at end of year2011-12-31$23,056
Participant contributions at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,854
Liabilities. Value of operating payables at end of year2011-12-31$700
Liabilities. Value of operating payables at beginning of year2011-12-31$700
Total non interest bearing cash at end of year2011-12-31$92,992
Total non interest bearing cash at beginning of year2011-12-31$9,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$84,131
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,166,309
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,082,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$32,316
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,036,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,057,112
Interest on participant loans2011-12-31$249
Interest earned on other investments2011-12-31$98,057
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$14,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$11,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-65,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$109,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$95,337
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BACHELER & COMPANY, P.C.
Accountancy firm EIN2011-12-31232978066
2010 : UAW LOCAL 2326 PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$700
Total income from all sources (including contributions)2010-12-31$309,712
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$116,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$93,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$186,523
Value of total assets at end of year2010-12-31$1,082,878
Value of total assets at beginning of year2010-12-31$889,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,116
Total interest from all sources2010-12-31$313
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$72,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,854
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,854
Liabilities. Value of operating payables at end of year2010-12-31$700
Liabilities. Value of operating payables at beginning of year2010-12-31$700
Total non interest bearing cash at end of year2010-12-31$9,108
Total non interest bearing cash at beginning of year2010-12-31$9,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$192,884
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,082,178
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$889,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$23,116
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,057,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$866,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$11,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$122,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$113,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$93,712
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BACHELER & COMPANY, P.C.
Accountancy firm EIN2010-12-31232978066
2009 : UAW LOCAL 2326 PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UAW LOCAL 2326 PENSION PLAN

2021: UAW LOCAL 2326 PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UAW LOCAL 2326 PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UAW LOCAL 2326 PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UAW LOCAL 2326 PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UAW LOCAL 2326 PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UAW LOCAL 2326 PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UAW LOCAL 2326 PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UAW LOCAL 2326 PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UAW LOCAL 2326 PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UAW LOCAL 2326 PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UAW LOCAL 2326 PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UAW LOCAL 2326 PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UAW LOCAL 2326 PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WM76
Policy instance 1
Insurance contract or identification numberGAP-B2-WM76
Number of Individuals Covered90
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $2
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WM76
Policy instance 1
Insurance contract or identification numberGAP-B2-WM76
Number of Individuals Covered90
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $2
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WM76
Policy instance 1
Insurance contract or identification numberGAP-B2-WM76
Number of Individuals Covered93
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $2
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WM76
Policy instance 1
Insurance contract or identification numberGAP-B2-WM76
Number of Individuals Covered98
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $2
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WM76
Policy instance 1
Insurance contract or identification numberGAP-B2-WM76
Number of Individuals Covered108
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $2
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY SMITH BARNEY
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WM76
Policy instance 1
Insurance contract or identification numberGAP-B2-WM76
Number of Individuals Covered119
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $5
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY SMITH BARNEY
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WM76
Policy instance 1
Insurance contract or identification numberGAP-B2-WM76
Number of Individuals Covered170
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $16
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY SMITH BARNEY
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WM76
Policy instance 1
Insurance contract or identification numberGAP-B2-WM76
Number of Individuals Covered208
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $42
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $42
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY SMITH BARNEY
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WM76
Policy instance 1
Insurance contract or identification numberGAP-B2-WM76
Number of Individuals Covered230
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $40
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $40
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY SMITH BARNEY
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WM76
Policy instance 1
Insurance contract or identification numberGAP-B2-WM76
Number of Individuals Covered235
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $33
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-WM76
Policy instance 1
Insurance contract or identification numberGAP-B2-WM76
Number of Individuals Covered268
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $26
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $26
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY SMITH BARNEY

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