RATHBUN REGIONAL WATER ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RATHBUN REGIONAL WATER ASSOCIATION 401K PLAN
Measure | Date | Value |
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2014: RATHBUN REGIONAL WATER ASSOCIATION 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 58 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 61 |
Number of participants with account balances | 2014-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: RATHBUN REGIONAL WATER ASSOCIATION 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 62 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 63 |
Number of participants with account balances | 2013-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: RATHBUN REGIONAL WATER ASSOCIATION 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 59 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 61 |
Number of participants with account balances | 2012-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: RATHBUN REGIONAL WATER ASSOCIATION 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 58 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 59 |
Number of participants with account balances | 2011-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: RATHBUN REGIONAL WATER ASSOCIATION 401K PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 57 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 58 |
Number of participants with account balances | 2010-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
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2014 : RATHBUN REGIONAL WATER ASSOCIATION 401K PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $767,386 |
Expenses. Total of all expenses incurred | 2014-12-31 | $126,953 |
Benefits paid (including direct rollovers) | 2014-12-31 | $126,260 |
Total plan assets at end of year | 2014-12-31 | $8,257,349 |
Total plan assets at beginning of year | 2014-12-31 | $7,616,916 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $289,135 |
Other income received | 2014-12-31 | $228,307 |
Net income (gross income less expenses) | 2014-12-31 | $640,433 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $8,257,349 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,616,916 |
Assets. Value of participant loans | 2014-12-31 | $133,941 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $249,944 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $693 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : RATHBUN REGIONAL WATER ASSOCIATION 401K PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,511,958 |
Expenses. Total of all expenses incurred | 2013-12-31 | $111,013 |
Benefits paid (including direct rollovers) | 2013-12-31 | $110,333 |
Total plan assets at end of year | 2013-12-31 | $7,616,916 |
Total plan assets at beginning of year | 2013-12-31 | $6,215,971 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $277,753 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $680 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $79,603 |
Other income received | 2013-12-31 | $935,118 |
Net income (gross income less expenses) | 2013-12-31 | $1,400,945 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,616,916 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,215,971 |
Assets. Value of participant loans | 2013-12-31 | $116,528 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $219,484 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : RATHBUN REGIONAL WATER ASSOCIATION 401K PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $1,135,367 |
Expenses. Total of all expenses incurred | 2012-12-31 | $261,845 |
Benefits paid (including direct rollovers) | 2012-12-31 | $261,290 |
Total plan assets at end of year | 2012-12-31 | $6,215,971 |
Total plan assets at beginning of year | 2012-12-31 | $5,342,449 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $262,072 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $555 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $76,922 |
Other income received | 2012-12-31 | $578,215 |
Net income (gross income less expenses) | 2012-12-31 | $873,522 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,215,971 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,342,449 |
Assets. Value of participant loans | 2012-12-31 | $117,192 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $218,158 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : RATHBUN REGIONAL WATER ASSOCIATION 401K PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $359,765 |
Expenses. Total of all expenses incurred | 2011-12-31 | $147,982 |
Benefits paid (including direct rollovers) | 2011-12-31 | $147,730 |
Total plan assets at end of year | 2011-12-31 | $5,342,449 |
Total plan assets at beginning of year | 2011-12-31 | $5,130,666 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $256,075 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $252 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $69,825 |
Other income received | 2011-12-31 | $-181,957 |
Net income (gross income less expenses) | 2011-12-31 | $211,783 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,342,449 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,130,666 |
Assets. Value of participant loans | 2011-12-31 | $120,426 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $215,822 |
2010 : RATHBUN REGIONAL WATER ASSOCIATION 401K PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $1,170,722 |
Expenses. Total of all expenses incurred | 2010-12-31 | $89,697 |
Benefits paid (including direct rollovers) | 2010-12-31 | $89,285 |
Total plan assets at end of year | 2010-12-31 | $5,130,666 |
Total plan assets at beginning of year | 2010-12-31 | $4,049,641 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $251,166 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $412 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $324,598 |
Other income received | 2010-12-31 | $383,276 |
Net income (gross income less expenses) | 2010-12-31 | $1,081,025 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,130,666 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,049,641 |
Assets. Value of participant loans | 2010-12-31 | $108,866 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $211,682 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2014: RATHBUN REGIONAL WATER ASSOCIATION 401K PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: RATHBUN REGIONAL WATER ASSOCIATION 401K PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: RATHBUN REGIONAL WATER ASSOCIATION 401K PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: RATHBUN REGIONAL WATER ASSOCIATION 401K PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: RATHBUN REGIONAL WATER ASSOCIATION 401K PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-822127 |
Policy instance | 1 |
Insurance contract or identification number | GA-822127 | Number of Individuals Covered | 61 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $22,973 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $22,973 | Insurance broker organization code? | 3 | Insurance broker name | UBS FINANCIAL SERVICES |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-822127 |
Policy instance | 1 |
Insurance contract or identification number | GA-822127 | Number of Individuals Covered | 63 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $19,348 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $19,348 | Insurance broker organization code? | 3 | Insurance broker name | UBS FINANCIAL SVCS INS AGCY |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-822127 |
Policy instance | 1 |
Insurance contract or identification number | GA-822127 | Number of Individuals Covered | 58 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $6,953 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-822127 |
Policy instance | 1 |
Insurance contract or identification number | GA-822127 | Number of Individuals Covered | 58 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $45,842 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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