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VERIZON SAVINGS AND SECURITY PLAN FOR WEST HOURLY EMPLOYEES 401k Plan overview

Plan NameVERIZON SAVINGS AND SECURITY PLAN FOR WEST HOURLY EMPLOYEES
Plan identification number 105

VERIZON SAVINGS AND SECURITY PLAN FOR WEST HOURLY EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Stock bonus
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

VERIZON COMMUNICATIONS INC. has sponsored the creation of one or more 401k plans.

Company Name:VERIZON COMMUNICATIONS INC.
Employer identification number (EIN):232259884
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VERIZON SAVINGS AND SECURITY PLAN FOR WEST HOURLY EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1052017-01-01JONATHAN HAYES JONATHAN HAYES2018-07-24
1052016-01-01JONATHAN HAYES JONATHAN HAYES2017-07-11
1052015-01-01JONATHAN HAYES JONATHAN HAYES2016-09-28
1052014-01-01JONATHAN HAYES JONATHAN HAYES2015-07-28
1052013-01-01JONATHAN HAYES JONATHAN HAYES2014-08-22
1052012-01-01DONNA CHIFFRILLER DONNA CHIFFRILLER2013-09-10
1052011-01-01DONNA CHIFFRILLER DONNA CHIFFRILLER2012-10-16
1052010-01-01DONNA CHIFFRILLER DONNA CHIFFRILLER2011-10-27
1052009-01-01DONNA CHIFFRILLER

Plan Statistics for VERIZON SAVINGS AND SECURITY PLAN FOR WEST HOURLY EMPLOYEES

401k plan membership statisitcs for VERIZON SAVINGS AND SECURITY PLAN FOR WEST HOURLY EMPLOYEES

Measure Date Value
2017
Total participants, beginning-of-year2017-01-014,774
Total number of active participants reported on line 7a of the Form 55002017-01-01751
Number of retired or separated participants receiving benefits2017-01-011,120
Number of other retired or separated participants entitled to future benefits2017-01-012,325
Total of all active and inactive participants2017-01-014,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01248
Total participants2017-01-014,444
Number of participants with account balances2017-01-014,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016
Total participants, beginning-of-year2016-01-0113,529
Total number of active participants reported on line 7a of the Form 55002016-01-01742
Number of retired or separated participants receiving benefits2016-01-011,123
Number of other retired or separated participants entitled to future benefits2016-01-012,686
Total of all active and inactive participants2016-01-014,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01223
Total participants2016-01-014,774
Number of participants with account balances2016-01-014,652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015
Total participants, beginning-of-year2015-01-0114,303
Total number of active participants reported on line 7a of the Form 55002015-01-018,303
Number of retired or separated participants receiving benefits2015-01-011,114
Number of other retired or separated participants entitled to future benefits2015-01-013,850
Total of all active and inactive participants2015-01-0113,267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01262
Total participants2015-01-0113,529
Number of participants with account balances2015-01-0112,580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0163
2014
Total participants, beginning-of-year2014-01-0115,779
Total number of active participants reported on line 7a of the Form 55002014-01-018,600
Number of retired or separated participants receiving benefits2014-01-011,149
Number of other retired or separated participants entitled to future benefits2014-01-014,318
Total of all active and inactive participants2014-01-0114,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01236
Total participants2014-01-0114,303
Number of participants with account balances2014-01-0113,532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0129
2013
Total participants, beginning-of-year2013-01-0117,095
Total number of active participants reported on line 7a of the Form 55002013-01-019,929
Number of retired or separated participants receiving benefits2013-01-011,124
Number of other retired or separated participants entitled to future benefits2013-01-014,494
Total of all active and inactive participants2013-01-0115,547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01232
Total participants2013-01-0115,779
Number of participants with account balances2013-01-0114,632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0132
2012
Total participants, beginning-of-year2012-01-0119,411
Total number of active participants reported on line 7a of the Form 55002012-01-0110,914
Number of retired or separated participants receiving benefits2012-01-011,477
Number of other retired or separated participants entitled to future benefits2012-01-014,481
Total of all active and inactive participants2012-01-0116,872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01223
Total participants2012-01-0117,095
Number of participants with account balances2012-01-0115,754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011
Total participants, beginning-of-year2011-01-0121,326
Total number of active participants reported on line 7a of the Form 55002011-01-0112,047
Number of retired or separated participants receiving benefits2011-01-012,251
Number of other retired or separated participants entitled to future benefits2011-01-014,906
Total of all active and inactive participants2011-01-0119,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01207
Total participants2011-01-0119,411
Number of participants with account balances2011-01-0117,752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010
Total participants, beginning-of-year2010-01-0130,030
Total number of active participants reported on line 7a of the Form 55002010-01-0112,851
Number of retired or separated participants receiving benefits2010-01-012,337
Number of other retired or separated participants entitled to future benefits2010-01-015,940
Total of all active and inactive participants2010-01-0121,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01198
Total participants2010-01-0121,326
Number of participants with account balances2010-01-0119,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
2009
Total participants, beginning-of-year2009-01-0134,377
Total number of active participants reported on line 7a of the Form 55002009-01-0120,747
Number of retired or separated participants receiving benefits2009-01-012,455
Number of other retired or separated participants entitled to future benefits2009-01-016,627
Total of all active and inactive participants2009-01-0129,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01201
Total participants2009-01-0130,030
Number of participants with account balances2009-01-0126,148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0140

Financial Data on VERIZON SAVINGS AND SECURITY PLAN FOR WEST HOURLY EMPLOYEES

Measure Date Value
2018
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$15,119,909
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$50,987,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$50,446,876
Expenses. Certain deemed distributions of participant loans2018-12-31$34,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,334,444
Value of total assets at end of year2018-12-31$381,841,581
Value of total assets at beginning of year2018-12-31$417,709,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$506,383
Total interest from all sources2018-12-31$219,362
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$69,574
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,244,377
Participant contributions at end of year2018-12-31$3,878,051
Participant contributions at beginning of year2018-12-31$4,328,340
Administrative expenses (other) incurred2018-12-31$42,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-35,867,849
Value of net assets at end of year (total assets less liabilities)2018-12-31$381,841,581
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$417,709,430
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$302,481
Interest on participant loans2018-12-31$219,362
Value of interest in master investment trust accounts at end of year2018-12-31$377,746,901
Value of interest in master investment trust accounts at beginning of year2018-12-31$413,311,811
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$2,090,067
Employer contributions (assets) at end of year2018-12-31$216,629
Employer contributions (assets) at beginning of year2018-12-31$69,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$50,446,876
Contract administrator fees2018-12-31$91,542
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2018-12-31132781641
2017
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$2,683,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$41,733,468
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$52,958,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$52,532,207
Expenses. Certain deemed distributions of participant loans2017-12-31$-150,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,547,372
Value of total assets at end of year2017-12-31$417,709,430
Value of total assets at beginning of year2017-12-31$426,250,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$576,190
Total interest from all sources2017-12-31$219,624
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$66,369
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,711,738
Participant contributions at end of year2017-12-31$4,328,340
Participant contributions at beginning of year2017-12-31$4,907,991
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$30,149
Administrative expenses (other) incurred2017-12-31$24,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-11,224,696
Value of net assets at end of year (total assets less liabilities)2017-12-31$417,709,430
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$426,250,194
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$332,886
Interest on participant loans2017-12-31$219,624
Value of interest in master investment trust accounts at end of year2017-12-31$413,311,811
Value of interest in master investment trust accounts at beginning of year2017-12-31$421,322,886
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$1,835,634
Employer contributions (assets) at end of year2017-12-31$69,279
Employer contributions (assets) at beginning of year2017-12-31$19,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$52,502,058
Contract administrator fees2017-12-31$152,766
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2017-12-31132781641
2016
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$632,676,455
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$98,617,273
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$145,611,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$146,336,783
Expenses. Certain deemed distributions of participant loans2016-12-31$-1,942,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,098,594
Value of total assets at end of year2016-12-31$426,250,194
Value of total assets at beginning of year2016-12-31$1,105,920,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,216,796
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$78,743
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$14,288,520
Participant contributions at end of year2016-12-31$4,907,991
Participant contributions at beginning of year2016-12-31$55,848,368
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$50,539,417
Administrative expenses (other) incurred2016-12-31$80,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-46,994,178
Value of net assets at end of year (total assets less liabilities)2016-12-31$426,250,194
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,105,920,827
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$730,853
Value of interest in master investment trust accounts at end of year2016-12-31$421,322,886
Value of interest in master investment trust accounts at beginning of year2016-12-31$1,049,699,097
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$6,810,074
Employer contributions (assets) at end of year2016-12-31$19,317
Employer contributions (assets) at beginning of year2016-12-31$373,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$95,797,366
Contract administrator fees2016-12-31$327,146
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2016-12-31132781641
2015
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$95,795,677
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$201,552,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$199,376,539
Expenses. Certain deemed distributions of participant loans2015-12-31$385,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$69,213,667
Value of total assets at end of year2015-12-31$1,105,920,827
Value of total assets at beginning of year2015-12-31$1,211,678,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,790,593
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$79,140
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$47,971,841
Participant contributions at end of year2015-12-31$55,848,368
Participant contributions at beginning of year2015-12-31$58,534,187
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$579,528
Other income not declared elsewhere2015-12-31$-2,069,453
Administrative expenses (other) incurred2015-12-31$126,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-105,757,270
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,105,920,827
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,211,678,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,205,189
Value of interest in master investment trust accounts at end of year2015-12-31$1,049,699,097
Value of interest in master investment trust accounts at beginning of year2015-12-31$1,153,045,150
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$21,241,826
Employer contributions (assets) at end of year2015-12-31$373,362
Employer contributions (assets) at beginning of year2015-12-31$98,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$198,797,011
Contract administrator fees2015-12-31$380,184
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2015-12-31132781641
2014
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$110,111,425
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$166,182,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$164,314,179
Expenses. Certain deemed distributions of participant loans2014-12-31$-2,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$69,408,005
Value of total assets at end of year2014-12-31$1,211,678,097
Value of total assets at beginning of year2014-12-31$1,267,749,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,871,126
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$58,015
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$46,290,785
Participant contributions at end of year2014-12-31$58,534,187
Participant contributions at beginning of year2014-12-31$61,138,214
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$556,333
Other income not declared elsewhere2014-12-31$-514,087
Administrative expenses (other) incurred2014-12-31$118,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-56,071,564
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,211,678,097
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,267,749,661
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$1,196,303
Value of interest in master investment trust accounts at end of year2014-12-31$1,153,045,150
Value of interest in master investment trust accounts at beginning of year2014-12-31$1,206,611,447
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$23,117,220
Employer contributions (assets) at end of year2014-12-31$98,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$163,757,846
Contract administrator fees2014-12-31$498,195
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MITCHELL AND TITUS, LLP
Accountancy firm EIN2014-12-31132781641
2013
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$259,161,096
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$172,857,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$170,952,193
Expenses. Certain deemed distributions of participant loans2013-12-31$77,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$69,527,281
Value of total assets at end of year2013-12-31$1,267,749,661
Value of total assets at beginning of year2013-12-31$1,181,446,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,827,612
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$84,740
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$46,393,395
Participant contributions at end of year2013-12-31$61,138,214
Participant contributions at beginning of year2013-12-31$60,280,299
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$454,033
Other income not declared elsewhere2013-12-31$-2,692,240
Administrative expenses (other) incurred2013-12-31$87,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$86,303,330
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,267,749,661
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,181,446,331
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$1,025,635
Value of interest in master investment trust accounts at end of year2013-12-31$1,206,611,447
Value of interest in master investment trust accounts at beginning of year2013-12-31$1,121,166,032
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$23,133,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$170,498,160
Contract administrator fees2013-12-31$629,874
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MITCHELL AND TITUS, LLP
Accountancy firm EIN2013-12-31132781641
2012
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$197,025,071
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$156,520,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$154,112,337
Expenses. Certain deemed distributions of participant loans2012-12-31$634,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$71,294,948
Value of total assets at end of year2012-12-31$1,181,446,331
Value of total assets at beginning of year2012-12-31$1,140,941,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,773,657
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$51,168
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$46,871,012
Participant contributions at end of year2012-12-31$60,280,299
Participant contributions at beginning of year2012-12-31$60,375,578
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$346,302
Other income not declared elsewhere2012-12-31$78,551
Administrative expenses (other) incurred2012-12-31$610,672
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$40,504,597
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,181,446,331
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,140,941,734
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$916,581
Value of interest in master investment trust accounts at end of year2012-12-31$1,121,166,032
Value of interest in master investment trust accounts at beginning of year2012-12-31$1,080,566,156
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$24,423,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$153,766,035
Contract administrator fees2012-12-31$195,236
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MITCHELL AND TITUS, LLP
Accountancy firm EIN2012-12-31132781641
2011
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$6,983,651
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$130,369,928
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$137,688,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$135,503,211
Expenses. Certain deemed distributions of participant loans2011-12-31$386,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$70,581,086
Value of total assets at end of year2011-12-31$1,140,941,734
Value of total assets at beginning of year2011-12-31$1,141,276,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,798,732
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$56,898
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$46,529,189
Participant contributions at end of year2011-12-31$60,375,578
Participant contributions at beginning of year2011-12-31$58,960,604
Other income not declared elsewhere2011-12-31$967,170
Administrative expenses (other) incurred2011-12-31$759,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-7,318,238
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,140,941,734
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,141,276,321
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$754,255
Value of interest in master investment trust accounts at end of year2011-12-31$1,080,566,156
Value of interest in master investment trust accounts at beginning of year2011-12-31$1,082,315,717
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$24,051,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$135,503,211
Contract administrator fees2011-12-31$228,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MITCHELL AND TITUS, LLP
Accountancy firm EIN2011-12-31132781641
2010
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$184,617,955
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$217,163,391
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$236,896,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$235,035,003
Expenses. Certain deemed distributions of participant loans2010-12-31$-164,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$88,690,413
Value of total assets at end of year2010-12-31$1,141,276,321
Value of total assets at beginning of year2010-12-31$1,345,627,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,026,052
Total interest from all sources2010-12-31$0
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
Administrative expenses professional fees incurred2010-12-31$70,301
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$58,790,350
Participant contributions at end of year2010-12-31$58,960,604
Participant contributions at beginning of year2010-12-31$75,299,433
Other income not declared elsewhere2010-12-31$2,506,775
Administrative expenses (other) incurred2010-12-31$111,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-19,733,404
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,141,276,321
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,345,627,680
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$730,013
Value of interest in master investment trust accounts at end of year2010-12-31$1,082,315,717
Value of interest in master investment trust accounts at beginning of year2010-12-31$1,270,328,247
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$29,900,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$235,035,003
Contract administrator fees2010-12-31$1,114,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MITCHELL AND TITUS LLP
Accountancy firm EIN2010-12-31132781641

Form 5500 Responses

2017
2017-01-01Type of plan entitySingle 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016
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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015
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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014
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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013
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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012
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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011
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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010
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 planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009
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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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