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OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 401k Plan overview

Plan NameOPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND
Plan identification number 002

OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND has sponsored the creation of one or more 401k plans.

Company Name:OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND
Employer identification number (EIN):222507282
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01GREGORY LALEVEE2023-04-11
0022020-07-01GREGORY LALEVEE2022-04-08
0022019-07-01GREGORY LALEVEE2021-04-12
0022018-07-01GREGORY LALEVEE2020-04-01
0022017-07-01GREGORY LALEVEE2019-04-02
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01
0022012-07-01GREGORY LALEVEE
0022011-07-01GREGORY LALEVEE
0022010-07-01GREGORY LALEVEE
0022009-07-01GREGORY LALEVEE

Plan Statistics for OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND

401k plan membership statisitcs for OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND

Measure Date Value
2021: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2021 401k membership
Total participants, beginning-of-year2021-07-0111,859
Total number of active participants reported on line 7a of the Form 55002021-07-0110,006
Number of retired or separated participants receiving benefits2021-07-01186
Number of other retired or separated participants entitled to future benefits2021-07-011,573
Total of all active and inactive participants2021-07-0111,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-0111,765
Number of participants with account balances2021-07-0111,765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Number of employers contributing to the scheme2021-07-01947
2020: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2020 401k membership
Total participants, beginning-of-year2020-07-0113,604
Total number of active participants reported on line 7a of the Form 55002020-07-0110,486
Number of retired or separated participants receiving benefits2020-07-01167
Number of other retired or separated participants entitled to future benefits2020-07-011,205
Total of all active and inactive participants2020-07-0111,858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-0111,859
Number of participants with account balances2020-07-0111,859
Number of employers contributing to the scheme2020-07-01973
2019: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2019 401k membership
Total participants, beginning-of-year2019-07-0113,410
Total number of active participants reported on line 7a of the Form 55002019-07-0111,889
Number of retired or separated participants receiving benefits2019-07-01157
Number of other retired or separated participants entitled to future benefits2019-07-011,556
Total of all active and inactive participants2019-07-0113,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-0113,604
Number of participants with account balances2019-07-0113,604
Number of employers contributing to the scheme2019-07-011,004
2018: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2018 401k membership
Total participants, beginning-of-year2018-07-0112,826
Total number of active participants reported on line 7a of the Form 55002018-07-0111,800
Number of retired or separated participants receiving benefits2018-07-01146
Number of other retired or separated participants entitled to future benefits2018-07-011,463
Total of all active and inactive participants2018-07-0113,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-0113,410
Number of participants with account balances2018-07-0113,410
Number of employers contributing to the scheme2018-07-01995
2017: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2017 401k membership
Total participants, beginning-of-year2017-07-0112,020
Total number of active participants reported on line 7a of the Form 55002017-07-0111,285
Number of retired or separated participants receiving benefits2017-07-01139
Number of other retired or separated participants entitled to future benefits2017-07-011,400
Total of all active and inactive participants2017-07-0112,824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-0112,826
Number of participants with account balances2017-07-0112,826
Number of employers contributing to the scheme2017-07-011,017
2016: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2016 401k membership
Total participants, beginning-of-year2016-07-0111,511
Total number of active participants reported on line 7a of the Form 55002016-07-0110,586
Number of retired or separated participants receiving benefits2016-07-01130
Number of other retired or separated participants entitled to future benefits2016-07-011,302
Total of all active and inactive participants2016-07-0112,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-0112,020
Number of participants with account balances2016-07-0112,020
Number of employers contributing to the scheme2016-07-011,009
2015: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2015 401k membership
Total participants, beginning-of-year2015-07-0110,783
Total number of active participants reported on line 7a of the Form 55002015-07-0110,161
Number of retired or separated participants receiving benefits2015-07-01124
Number of other retired or separated participants entitled to future benefits2015-07-011,226
Total of all active and inactive participants2015-07-0111,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0111,511
Number of participants with account balances2015-07-0111,511
Number of employers contributing to the scheme2015-07-011,008
2014: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2014 401k membership
Total participants, beginning-of-year2014-07-0110,391
Total number of active participants reported on line 7a of the Form 55002014-07-019,540
Number of retired or separated participants receiving benefits2014-07-01104
Number of other retired or separated participants entitled to future benefits2014-07-011,139
Total of all active and inactive participants2014-07-0110,783
Total participants2014-07-0110,783
Number of participants with account balances2014-07-0110,783
Number of employers contributing to the scheme2014-07-011,020
2013: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2013 401k membership
Total participants, beginning-of-year2013-07-0110,029
Total number of active participants reported on line 7a of the Form 55002013-07-019,251
Number of retired or separated participants receiving benefits2013-07-0199
Number of other retired or separated participants entitled to future benefits2013-07-011,041
Total of all active and inactive participants2013-07-0110,391
Total participants2013-07-0110,391
Number of participants with account balances2013-07-0110,391
Number of employers contributing to the scheme2013-07-011,052
2012: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2012 401k membership
Total participants, beginning-of-year2012-07-019,794
Total number of active participants reported on line 7a of the Form 55002012-07-019,040
Number of retired or separated participants receiving benefits2012-07-01102
Number of other retired or separated participants entitled to future benefits2012-07-01886
Total of all active and inactive participants2012-07-0110,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-0110,029
Number of participants with account balances2012-07-0110,029
Number of employers contributing to the scheme2012-07-011,002
2011: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2011 401k membership
Total participants, beginning-of-year2011-07-019,666
Total number of active participants reported on line 7a of the Form 55002011-07-018,946
Number of retired or separated participants receiving benefits2011-07-0198
Number of other retired or separated participants entitled to future benefits2011-07-01750
Total of all active and inactive participants2011-07-019,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-019,794
Number of participants with account balances2011-07-019,794
Number of employers contributing to the scheme2011-07-01998
2010: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2010 401k membership
Total participants, beginning-of-year2010-07-019,711
Total number of active participants reported on line 7a of the Form 55002010-07-018,663
Number of retired or separated participants receiving benefits2010-07-0191
Number of other retired or separated participants entitled to future benefits2010-07-01903
Total of all active and inactive participants2010-07-019,657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-019
Total participants2010-07-019,666
Number of participants with account balances2010-07-019,666
Number of employers contributing to the scheme2010-07-011,194
2009: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2009 401k membership
Total participants, beginning-of-year2009-07-019,939
Total number of active participants reported on line 7a of the Form 55002009-07-018,881
Number of retired or separated participants receiving benefits2009-07-0172
Number of other retired or separated participants entitled to future benefits2009-07-01751
Total of all active and inactive participants2009-07-019,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-017
Total participants2009-07-019,711
Number of employers contributing to the scheme2009-07-011,206

Financial Data on OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND

Measure Date Value
2022 : OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$690,949
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$176,324
Total income from all sources (including contributions)2022-06-30$-11,611,685
Total of all expenses incurred2022-06-30$66,809,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$65,626,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$58,540,760
Value of total assets at end of year2022-06-30$1,264,900,875
Value of total assets at beginning of year2022-06-30$1,342,807,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,182,851
Total interest from all sources2022-06-30$12,704,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$305,673
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$3,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Participant contributions at end of year2022-06-30$6,186,569
Participant contributions at beginning of year2022-06-30$6,868,001
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$288,390
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$191,846
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$194,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$665,859
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$175,810
Other income not declared elsewhere2022-06-30$1,763,101
Administrative expenses (other) incurred2022-06-30$801,176
Liabilities. Value of operating payables at end of year2022-06-30$25,090
Liabilities. Value of operating payables at beginning of year2022-06-30$514
Total non interest bearing cash at end of year2022-06-30$8,502
Total non interest bearing cash at beginning of year2022-06-30$7,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-78,421,060
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,264,209,926
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$1,342,630,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$76,002
Value of interest in pooled separate accounts at end of year2022-06-30$690,782,793
Value of interest in pooled separate accounts at beginning of year2022-06-30$765,328,153
Interest on participant loans2022-06-30$298,234
Interest earned on other investments2022-06-30$12,405,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$11,174,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$9,498,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$9,498,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$548,631,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$553,413,105
Net investment gain/loss from pooled separate accounts2022-06-30$-84,619,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$58,252,370
Employer contributions (assets) at end of year2022-06-30$7,924,802
Employer contributions (assets) at beginning of year2022-06-30$7,497,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$65,626,524
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2022-06-30470900880
2021 : OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$176,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$5,581
Total income from all sources (including contributions)2021-06-30$234,019,734
Total of all expenses incurred2021-06-30$65,344,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$64,152,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$56,871,100
Value of total assets at end of year2021-06-30$1,342,807,310
Value of total assets at beginning of year2021-06-30$1,173,961,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,192,573
Total interest from all sources2021-06-30$15,515,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$426,591
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$3,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Participant contributions at end of year2021-06-30$6,868,001
Participant contributions at beginning of year2021-06-30$7,643,125
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$323,913
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$194,550
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$1,421,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$175,810
Other income not declared elsewhere2021-06-30$752,258
Administrative expenses (other) incurred2021-06-30$709,974
Liabilities. Value of operating payables at end of year2021-06-30$514
Liabilities. Value of operating payables at beginning of year2021-06-30$5,581
Total non interest bearing cash at end of year2021-06-30$7,034
Total non interest bearing cash at beginning of year2021-06-30$11,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$168,674,761
Value of net assets at end of year (total assets less liabilities)2021-06-30$1,342,630,986
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,173,956,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$56,008
Value of interest in pooled separate accounts at end of year2021-06-30$765,328,153
Value of interest in pooled separate accounts at beginning of year2021-06-30$587,546,101
Interest on participant loans2021-06-30$376,566
Interest earned on other investments2021-06-30$15,139,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$9,498,757
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$8,733,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$8,733,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$553,413,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$561,748,897
Net investment gain/loss from pooled separate accounts2021-06-30$160,880,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$56,547,187
Employer contributions (assets) at end of year2021-06-30$7,497,710
Employer contributions (assets) at beginning of year2021-06-30$6,857,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$64,152,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2021-06-30470900880
2020 : OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$5,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$7,619
Total income from all sources (including contributions)2020-06-30$95,173,295
Total of all expenses incurred2020-06-30$55,334,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$54,012,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$59,140,957
Value of total assets at end of year2020-06-30$1,173,961,806
Value of total assets at beginning of year2020-06-30$1,134,125,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,321,498
Total interest from all sources2020-06-30$17,188,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$459,708
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$3,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Participant contributions at end of year2020-06-30$7,643,125
Participant contributions at beginning of year2020-06-30$5,996,143
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$661,640
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$1,421,373
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$180,956
Other income not declared elsewhere2020-06-30$757,525
Administrative expenses (other) incurred2020-06-30$810,973
Liabilities. Value of operating payables at end of year2020-06-30$5,581
Liabilities. Value of operating payables at beginning of year2020-06-30$7,619
Total non interest bearing cash at end of year2020-06-30$11,415
Total non interest bearing cash at beginning of year2020-06-30$7,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$39,838,839
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,173,956,225
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,134,117,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$50,817
Value of interest in pooled separate accounts at end of year2020-06-30$587,546,101
Value of interest in pooled separate accounts at beginning of year2020-06-30$551,254,762
Interest on participant loans2020-06-30$341,388
Interest earned on other investments2020-06-30$16,846,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$8,733,436
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$6,085,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$6,085,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$561,748,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$562,557,760
Net investment gain/loss from pooled separate accounts2020-06-30$18,086,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$58,479,317
Employer contributions (assets) at end of year2020-06-30$6,857,459
Employer contributions (assets) at beginning of year2020-06-30$8,042,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$54,012,958
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2020-06-30470900880
2019 : OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$7,619
Total income from all sources (including contributions)2019-06-30$104,631,650
Total of all expenses incurred2019-06-30$52,431,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$51,034,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$59,444,180
Value of total assets at end of year2019-06-30$1,134,125,005
Value of total assets at beginning of year2019-06-30$1,081,916,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,396,869
Total interest from all sources2019-06-30$17,890,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$616,630
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$3,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Participant contributions at end of year2019-06-30$5,996,143
Participant contributions at beginning of year2019-06-30$5,146,753
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$59,592
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$180,956
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$488,870
Other income not declared elsewhere2019-06-30$689,459
Administrative expenses (other) incurred2019-06-30$729,325
Liabilities. Value of operating payables at end of year2019-06-30$7,619
Total non interest bearing cash at end of year2019-06-30$7,166
Total non interest bearing cash at beginning of year2019-06-30$5,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$52,200,428
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,134,117,386
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,081,916,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$50,914
Value of interest in pooled separate accounts at end of year2019-06-30$551,254,762
Value of interest in pooled separate accounts at beginning of year2019-06-30$501,764,405
Interest on participant loans2019-06-30$287,143
Interest earned on other investments2019-06-30$17,603,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$6,085,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$5,996,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$5,996,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$562,557,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$560,565,720
Net investment gain/loss from pooled separate accounts2019-06-30$26,607,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$59,384,588
Employer contributions (assets) at end of year2019-06-30$8,042,629
Employer contributions (assets) at beginning of year2019-06-30$7,949,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$51,034,353
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2019-06-30470900880
2018 : OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$72,086
Total income from all sources (including contributions)2018-06-30$118,157,486
Total of all expenses incurred2018-06-30$50,960,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$49,472,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$58,163,007
Value of total assets at end of year2018-06-30$1,081,916,958
Value of total assets at beginning of year2018-06-30$1,014,791,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,487,696
Total interest from all sources2018-06-30$17,969,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$778,506
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$3,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Participant contributions at end of year2018-06-30$5,146,753
Participant contributions at beginning of year2018-06-30$4,953,799
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$279,058
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$488,870
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$338,381
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$58,241
Other income not declared elsewhere2018-06-30$791,526
Administrative expenses (other) incurred2018-06-30$665,678
Liabilities. Value of operating payables at end of year2018-06-30$0
Liabilities. Value of operating payables at beginning of year2018-06-30$13,845
Total non interest bearing cash at end of year2018-06-30$5,694
Total non interest bearing cash at beginning of year2018-06-30$7,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$67,197,312
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,081,916,958
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,014,719,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$43,512
Value of interest in pooled separate accounts at end of year2018-06-30$501,764,405
Value of interest in pooled separate accounts at beginning of year2018-06-30$427,486,752
Interest on participant loans2018-06-30$227,412
Interest earned on other investments2018-06-30$17,741,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$5,996,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$10,907,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$10,907,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$560,565,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$564,330,103
Net investment gain/loss from pooled separate accounts2018-06-30$41,233,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$57,883,949
Employer contributions (assets) at end of year2018-06-30$7,949,233
Employer contributions (assets) at beginning of year2018-06-30$6,767,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$49,472,478
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2018-06-30470900880
2017 : OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$72,086
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$33,166
Total income from all sources (including contributions)2017-06-30$114,599,847
Total of all expenses incurred2017-06-30$40,812,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$39,511,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$52,855,521
Value of total assets at end of year2017-06-30$1,014,791,732
Value of total assets at beginning of year2017-06-30$940,965,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,301,742
Total interest from all sources2017-06-30$18,694,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$596,128
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$3,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Participant contributions at end of year2017-06-30$4,953,799
Participant contributions at beginning of year2017-06-30$4,939,821
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$47,159
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$338,381
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$2,735,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$58,241
Other income not declared elsewhere2017-06-30$1,065,142
Administrative expenses (other) incurred2017-06-30$669,424
Liabilities. Value of operating payables at end of year2017-06-30$13,845
Liabilities. Value of operating payables at beginning of year2017-06-30$33,166
Total non interest bearing cash at end of year2017-06-30$7,552
Total non interest bearing cash at beginning of year2017-06-30$8,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$73,786,949
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,014,719,646
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$940,932,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$36,190
Value of interest in pooled separate accounts at end of year2017-06-30$427,486,752
Value of interest in pooled separate accounts at beginning of year2017-06-30$356,716,283
Interest earned on other investments2017-06-30$18,694,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$10,907,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$10,182,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$10,182,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$564,330,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$559,772,199
Net investment gain/loss from pooled separate accounts2017-06-30$41,984,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$52,808,362
Employer contributions (assets) at end of year2017-06-30$6,767,337
Employer contributions (assets) at beginning of year2017-06-30$6,610,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$39,511,156
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2017-06-30470900880
2016 : OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$33,166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$45,173
Total income from all sources (including contributions)2016-06-30$73,108,682
Total of all expenses incurred2016-06-30$32,908,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$31,692,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$50,341,495
Value of total assets at end of year2016-06-30$940,965,863
Value of total assets at beginning of year2016-06-30$900,777,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,216,393
Total interest from all sources2016-06-30$19,357,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$545,710
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$4,939,821
Participant contributions at beginning of year2016-06-30$4,727,194
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$283,830
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$2,735,561
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$777,501
Other income not declared elsewhere2016-06-30$694,821
Administrative expenses (other) incurred2016-06-30$632,619
Liabilities. Value of operating payables at end of year2016-06-30$33,166
Liabilities. Value of operating payables at beginning of year2016-06-30$45,173
Total non interest bearing cash at end of year2016-06-30$8,481
Total non interest bearing cash at beginning of year2016-06-30$2,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$40,200,043
Value of net assets at end of year (total assets less liabilities)2016-06-30$940,932,697
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$900,732,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$38,064
Value of interest in pooled separate accounts at end of year2016-06-30$356,716,283
Value of interest in pooled separate accounts at beginning of year2016-06-30$333,573,235
Interest earned on other investments2016-06-30$19,357,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$10,182,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$10,216,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$10,216,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$559,772,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$545,096,383
Net investment gain/loss from pooled separate accounts2016-06-30$2,715,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$50,057,665
Employer contributions (assets) at end of year2016-06-30$6,610,523
Employer contributions (assets) at beginning of year2016-06-30$6,385,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$31,692,246
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2016-06-30470900880
2015 : OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$45,173
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$362,252
Total income from all sources (including contributions)2015-06-30$75,137,049
Total of all expenses incurred2015-06-30$42,945,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$41,903,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$42,297,306
Value of total assets at end of year2015-06-30$900,777,827
Value of total assets at beginning of year2015-06-30$868,903,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,042,330
Total interest from all sources2015-06-30$19,524,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$442,205
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$4,727,194
Participant contributions at beginning of year2015-06-30$4,835,293
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$777,501
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$995,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$342,276
Other income not declared elsewhere2015-06-30$1,138,777
Administrative expenses (other) incurred2015-06-30$565,125
Liabilities. Value of operating payables at end of year2015-06-30$45,173
Liabilities. Value of operating payables at beginning of year2015-06-30$19,976
Total non interest bearing cash at end of year2015-06-30$2,056
Total non interest bearing cash at beginning of year2015-06-30$3,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$32,191,377
Value of net assets at end of year (total assets less liabilities)2015-06-30$900,732,654
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$868,541,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$35,000
Value of interest in pooled separate accounts at end of year2015-06-30$333,573,235
Value of interest in pooled separate accounts at beginning of year2015-06-30$302,773,195
Interest earned on other investments2015-06-30$19,524,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$10,216,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$9,054,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$9,054,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$545,096,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$545,790,893
Net investment gain/loss from pooled separate accounts2015-06-30$12,176,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$42,297,306
Employer contributions (assets) at end of year2015-06-30$6,385,174
Employer contributions (assets) at beginning of year2015-06-30$5,449,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$41,903,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2015-06-30470900880
2014 : OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$362,252
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$302,096
Total income from all sources (including contributions)2014-06-30$100,518,794
Total of all expenses incurred2014-06-30$34,857,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$33,884,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$38,799,972
Value of total assets at end of year2014-06-30$868,903,529
Value of total assets at beginning of year2014-06-30$803,182,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$973,137
Total interest from all sources2014-06-30$20,025,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$489,964
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Participant contributions at end of year2014-06-30$4,835,293
Participant contributions at beginning of year2014-06-30$4,854,911
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$995,760
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$1,219,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$342,276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$285,460
Other income not declared elsewhere2014-06-30$1,353,218
Administrative expenses (other) incurred2014-06-30$448,025
Liabilities. Value of operating payables at end of year2014-06-30$19,976
Liabilities. Value of operating payables at beginning of year2014-06-30$16,636
Total non interest bearing cash at end of year2014-06-30$3,933
Total non interest bearing cash at beginning of year2014-06-30$10,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$65,661,248
Value of net assets at end of year (total assets less liabilities)2014-06-30$868,541,277
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$802,880,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$35,148
Value of interest in pooled separate accounts at end of year2014-06-30$302,773,195
Value of interest in pooled separate accounts at beginning of year2014-06-30$243,177,757
Interest earned on other investments2014-06-30$20,025,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$9,054,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$5,075,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$5,075,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$545,790,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$543,846,095
Net investment gain/loss from pooled separate accounts2014-06-30$40,339,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$38,799,972
Employer contributions (assets) at end of year2014-06-30$5,449,577
Employer contributions (assets) at beginning of year2014-06-30$4,997,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$33,884,409
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30CALIBRE CPA GROUP
Accountancy firm EIN2014-06-30470900880
2013 : OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$302,096
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$1,024
Total income from all sources (including contributions)2013-06-30$85,666,825
Total of all expenses incurred2013-06-30$37,336,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$36,270,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$35,622,219
Value of total assets at end of year2013-06-30$803,182,125
Value of total assets at beginning of year2013-06-30$754,550,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,065,343
Total interest from all sources2013-06-30$21,158,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$586,294
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$4,854,911
Participant contributions at beginning of year2013-06-30$5,382,266
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$1,219,797
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$317,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$285,460
Other income not declared elsewhere2013-06-30$2,141,116
Administrative expenses (other) incurred2013-06-30$443,539
Liabilities. Value of operating payables at end of year2013-06-30$16,636
Liabilities. Value of operating payables at beginning of year2013-06-30$1,024
Total non interest bearing cash at end of year2013-06-30$10,667
Total non interest bearing cash at beginning of year2013-06-30$-1,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$48,330,527
Value of net assets at end of year (total assets less liabilities)2013-06-30$802,880,029
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$754,549,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$35,510
Value of interest in pooled separate accounts at end of year2013-06-30$243,177,757
Value of interest in pooled separate accounts at beginning of year2013-06-30$198,556,109
Interest earned on other investments2013-06-30$21,158,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$5,075,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$2,610,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$2,610,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$543,846,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$543,036,836
Net investment gain/loss from pooled separate accounts2013-06-30$26,744,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$35,622,219
Employer contributions (assets) at end of year2013-06-30$4,997,699
Employer contributions (assets) at beginning of year2013-06-30$4,649,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$36,270,955
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2013-06-30470900880
2012 : OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,024
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$320,587
Total income from all sources (including contributions)2012-06-30$60,297,951
Total of all expenses incurred2012-06-30$34,548,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$33,669,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$34,778,012
Value of total assets at end of year2012-06-30$754,550,526
Value of total assets at beginning of year2012-06-30$729,120,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$878,739
Total interest from all sources2012-06-30$21,999,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$469,205
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$5,382,266
Participant contributions at beginning of year2012-06-30$5,668,401
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$317,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$204,137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$296,790
Other income not declared elsewhere2012-06-30$1,071,487
Administrative expenses (other) incurred2012-06-30$374,046
Liabilities. Value of operating payables at end of year2012-06-30$1,024
Liabilities. Value of operating payables at beginning of year2012-06-30$23,797
Total non interest bearing cash at end of year2012-06-30$-1,418
Total non interest bearing cash at beginning of year2012-06-30$8,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$25,749,590
Value of net assets at end of year (total assets less liabilities)2012-06-30$754,549,502
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$728,799,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$35,488
Value of interest in pooled separate accounts at end of year2012-06-30$198,556,109
Value of interest in pooled separate accounts at beginning of year2012-06-30$183,192,212
Interest earned on other investments2012-06-30$21,999,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$2,610,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$3,136,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$3,136,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$543,036,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$532,736,107
Net investment gain/loss from pooled separate accounts2012-06-30$2,448,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$34,778,012
Employer contributions (assets) at end of year2012-06-30$4,649,269
Employer contributions (assets) at beginning of year2012-06-30$4,175,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$33,669,622
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2012-06-30470900880
2011 : OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$320,587
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$108,382
Total income from all sources (including contributions)2011-06-30$89,919,553
Total of all expenses incurred2011-06-30$38,204,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$37,448,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$34,248,153
Value of total assets at end of year2011-06-30$729,120,499
Value of total assets at beginning of year2011-06-30$677,193,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$756,358
Total interest from all sources2011-06-30$22,285,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$304,939
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$5,668,401
Participant contributions at beginning of year2011-06-30$5,302,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$204,137
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$2,955,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$296,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$106,862
Other income not declared elsewhere2011-06-30$895,811
Administrative expenses (other) incurred2011-06-30$433,919
Liabilities. Value of operating payables at end of year2011-06-30$23,797
Liabilities. Value of operating payables at beginning of year2011-06-30$1,520
Total non interest bearing cash at end of year2011-06-30$8,539
Total non interest bearing cash at beginning of year2011-06-30$41,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$51,714,804
Value of net assets at end of year (total assets less liabilities)2011-06-30$728,799,912
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$677,085,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$17,500
Value of interest in pooled separate accounts at end of year2011-06-30$183,192,212
Value of interest in pooled separate accounts at beginning of year2011-06-30$135,300,298
Interest earned on other investments2011-06-30$22,285,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$3,136,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$532,736,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$530,456,577
Net investment gain/loss from pooled separate accounts2011-06-30$32,490,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$34,248,153
Employer contributions (assets) at end of year2011-06-30$4,175,000
Employer contributions (assets) at beginning of year2011-06-30$3,136,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$37,448,391
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30CALIBRE CPA GROUP
Accountancy firm EIN2011-06-30470900880

Form 5500 Responses for OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND

2021: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedYes
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: OPERATING ENGINEERS LOCAL 825 PROFIT SHARING FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038419
Policy instance 1
Insurance contract or identification number038419
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038419
Policy instance 1
Insurance contract or identification number038419
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038419
Policy instance 1
Insurance contract or identification number038419
Number of Individuals Covered13604
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038419
Policy instance 1
Insurance contract or identification number038419
Number of Individuals Covered13410
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038419
Policy instance 1
Insurance contract or identification number038419
Number of Individuals Covered12826
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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