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PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY
Plan identification number 001

PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

UNION DALE CEMETERY has sponsored the creation of one or more 401k plans.

Company Name:UNION DALE CEMETERY
Employer identification number (EIN):250847810
NAIC Classification:812220
NAIC Description:Cemeteries and Crematories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-05-01DAVID KOZY2024-01-03 DAVID KOZY2024-01-03
0012021-05-01DAVID KOZY2023-01-26 DAVID KOZY2023-01-26
0012020-05-01FRANK NAGODE2022-01-25 FRANK NAGODE2022-01-25
0012019-05-01FRANK A. NAGODE2020-10-28 FRANK A. NAGODE2020-10-28
0012018-05-01FRANK NAGODE2020-02-05 FRANK NAGODE2020-02-05
0012017-05-01RONALD DEIGER2019-02-07 RONALD DEIGER2019-02-07
0012016-05-01RONALD DEIGER2018-01-26 RONALD DEIGER2018-01-26
0012015-05-01RONALD V DEIGER2017-02-01 RONALD V DEIGER2017-02-01
0012014-05-01RONALD V. DEIGER2015-11-24 RONALD V. DEIGER2015-11-24
0012013-05-01RONALD DEIGER2015-02-05 RONALD DEIGER2015-02-05
0012012-05-01RONALD DEIGER2013-08-21 RONALD DEIGER2013-08-21
0012011-05-01RONALD DEIGER RONALD DEIGER2013-02-08
0012010-05-01RONALD DEIGER
0012009-05-01 RONALD DEIGER2011-01-14
0012009-05-01RONALD DEIGER

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY

Measure Date Value
2023: PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY 2023 401k membership
Market value of plan assets2023-04-30556,768
Acturial value of plan assets2023-04-30556,768
Funding target for retired participants and beneficiaries receiving payment2023-04-300
Number of terminated vested participants2023-04-303
Fundng target for terminated vested participants2023-04-30157,593
Active participant vested funding target2023-04-30312,661
Number of active participants2023-04-306
Total funding liabilities for active participants2023-04-30324,902
Total participant count2023-04-309
Total funding target for all participants2023-04-30482,495
Balance at beginning of prior year after applicable adjustments2023-04-300
Prefunding balance at beginning of prior year after applicable adjustments2023-04-30125,844
Carryover balanced portion elected for use to offset prior years funding requirement2023-04-300
Prefunding balanced used to offset prior years funding requirement2023-04-308,253
Amount remaining of carryover balance2023-04-300
Amount remaining of prefunding balance2023-04-30117,591
Present value of excess contributions2023-04-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-04-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-04-300
Reductions in caryover balances due to elections or deemed elections2023-04-300
Reductions in prefunding balances due to elections or deemed elections2023-04-300
Balance of carryovers at beginning of current year2023-04-300
Balance of prefunding at beginning of current year2023-04-30122,671
Total employer contributions2023-04-3026,000
Total employee contributions2023-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-04-300
Contributions made to avoid restrictions adjusted to valuation date2023-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-04-3025,434
Liquidity shortfalls end of Q12023-04-300
Liquidity shortfalls end of Q22023-04-300
Liquidity shortfalls end of Q32023-04-300
Liquidity shortfalls end of Q42023-04-300
Unpaid minimum required contributions for all prior years2023-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-04-300
Remaining amount of unpaid minimum required contributions2023-04-300
Minimum required contributions for current year target normal cost2023-04-3025,876
Net shortfall amortization installment of oustanding balance2023-04-300
Waiver amortization installment2023-04-300
Total funding amount beforereflecting carryover/prefunding balances2023-04-3025,876
Carryover balance elected to use to offset funding requirement2023-04-300
Prefunding balance elected to use to offset funding requirement2023-04-30442
Additional cash requirement2023-04-3025,434
Contributions allocatedtoward minimum required contributions for current year2023-04-3025,434
Unpaid minimum required contributions for current year2023-04-300
Unpaid minimum required contributions for all years2023-04-300
2022: PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY 2022 401k membership
Market value of plan assets2022-04-30695,543
Acturial value of plan assets2022-04-30695,543
Funding target for retired participants and beneficiaries receiving payment2022-04-300
Number of terminated vested participants2022-04-302
Fundng target for terminated vested participants2022-04-30100,487
Active participant vested funding target2022-04-30482,233
Number of active participants2022-04-308
Total funding liabilities for active participants2022-04-30490,121
Total participant count2022-04-3010
Total funding target for all participants2022-04-30590,608
Balance at beginning of prior year after applicable adjustments2022-04-300
Prefunding balance at beginning of prior year after applicable adjustments2022-04-30115,063
Carryover balanced portion elected for use to offset prior years funding requirement2022-04-300
Prefunding balanced used to offset prior years funding requirement2022-04-3010,000
Amount remaining of carryover balance2022-04-300
Amount remaining of prefunding balance2022-04-30105,063
Present value of excess contributions2022-04-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-04-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-04-300
Reductions in caryover balances due to elections or deemed elections2022-04-300
Reductions in prefunding balances due to elections or deemed elections2022-04-300
Balance of carryovers at beginning of current year2022-04-300
Balance of prefunding at beginning of current year2022-04-30125,844
Total employer contributions2022-04-3038,500
Total employee contributions2022-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-04-300
Contributions made to avoid restrictions adjusted to valuation date2022-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-04-3037,700
Liquidity shortfalls end of Q12022-04-300
Liquidity shortfalls end of Q22022-04-300
Liquidity shortfalls end of Q32022-04-300
Liquidity shortfalls end of Q42022-04-300
Unpaid minimum required contributions for all prior years2022-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-04-300
Remaining amount of unpaid minimum required contributions2022-04-300
Minimum required contributions for current year target normal cost2022-04-3033,683
Net shortfall amortization installment of oustanding balance2022-04-3038,898
Waiver amortization installment2022-04-300
Total funding amount beforereflecting carryover/prefunding balances2022-04-3045,953
Carryover balance elected to use to offset funding requirement2022-04-300
Prefunding balance elected to use to offset funding requirement2022-04-308,253
Additional cash requirement2022-04-3037,700
Contributions allocatedtoward minimum required contributions for current year2022-04-3037,700
Unpaid minimum required contributions for current year2022-04-300
Unpaid minimum required contributions for all years2022-04-300
2021: PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY 2021 401k membership
Market value of plan assets2021-04-30548,129
Acturial value of plan assets2021-04-30548,129
Funding target for retired participants and beneficiaries receiving payment2021-04-300
Number of terminated vested participants2021-04-303
Fundng target for terminated vested participants2021-04-30115,595
Active participant vested funding target2021-04-30402,434
Number of active participants2021-04-308
Total funding liabilities for active participants2021-04-30405,073
Total participant count2021-04-3011
Total funding target for all participants2021-04-30520,668
Balance at beginning of prior year after applicable adjustments2021-04-300
Prefunding balance at beginning of prior year after applicable adjustments2021-04-30102,350
Carryover balanced portion elected for use to offset prior years funding requirement2021-04-300
Prefunding balanced used to offset prior years funding requirement2021-04-300
Amount remaining of carryover balance2021-04-300
Amount remaining of prefunding balance2021-04-30102,350
Present value of excess contributions2021-04-307,090
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-04-307,483
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-04-307,483
Reductions in caryover balances due to elections or deemed elections2021-04-300
Reductions in prefunding balances due to elections or deemed elections2021-04-300
Balance of carryovers at beginning of current year2021-04-300
Balance of prefunding at beginning of current year2021-04-30115,063
Total employer contributions2021-04-3035,500
Total employee contributions2021-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-04-300
Contributions made to avoid restrictions adjusted to valuation date2021-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-04-3034,776
Liquidity shortfalls end of Q12021-04-300
Liquidity shortfalls end of Q22021-04-300
Liquidity shortfalls end of Q32021-04-300
Liquidity shortfalls end of Q42021-04-300
Unpaid minimum required contributions for all prior years2021-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-04-300
Remaining amount of unpaid minimum required contributions2021-04-300
Minimum required contributions for current year target normal cost2021-04-3025,174
Net shortfall amortization installment of oustanding balance2021-04-3049,669
Waiver amortization installment2021-04-300
Total funding amount beforereflecting carryover/prefunding balances2021-04-3037,444
Carryover balance elected to use to offset funding requirement2021-04-300
Prefunding balance elected to use to offset funding requirement2021-04-3010,000
Additional cash requirement2021-04-3027,444
Contributions allocatedtoward minimum required contributions for current year2021-04-3034,776
Unpaid minimum required contributions for current year2021-04-300
Unpaid minimum required contributions for all years2021-04-300
2020: PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY 2020 401k membership
Market value of plan assets2020-04-30897,235
Acturial value of plan assets2020-04-30897,235
Funding target for retired participants and beneficiaries receiving payment2020-04-300
Number of terminated vested participants2020-04-303
Fundng target for terminated vested participants2020-04-30106,693
Active participant vested funding target2020-04-30738,945
Number of active participants2020-04-307
Total funding liabilities for active participants2020-04-30738,945
Total participant count2020-04-3010
Total funding target for all participants2020-04-30845,638
Balance at beginning of prior year after applicable adjustments2020-04-300
Prefunding balance at beginning of prior year after applicable adjustments2020-04-3092,785
Carryover balanced portion elected for use to offset prior years funding requirement2020-04-300
Prefunding balanced used to offset prior years funding requirement2020-04-300
Amount remaining of carryover balance2020-04-300
Amount remaining of prefunding balance2020-04-3092,785
Present value of excess contributions2020-04-302,192
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-04-302,318
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-04-302,318
Reductions in caryover balances due to elections or deemed elections2020-04-300
Reductions in prefunding balances due to elections or deemed elections2020-04-300
Balance of carryovers at beginning of current year2020-04-300
Balance of prefunding at beginning of current year2020-04-30102,350
Total employer contributions2020-04-3040,000
Total employee contributions2020-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-04-300
Contributions made to avoid restrictions adjusted to valuation date2020-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-04-3039,104
Liquidity shortfalls end of Q12020-04-300
Liquidity shortfalls end of Q22020-04-300
Liquidity shortfalls end of Q32020-04-300
Liquidity shortfalls end of Q42020-04-300
Unpaid minimum required contributions for all prior years2020-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-04-300
Remaining amount of unpaid minimum required contributions2020-04-300
Minimum required contributions for current year target normal cost2020-04-3019,744
Net shortfall amortization installment of oustanding balance2020-04-3059,852
Waiver amortization installment2020-04-300
Total funding amount beforereflecting carryover/prefunding balances2020-04-3032,014
Additional cash requirement2020-04-3032,014
Contributions allocatedtoward minimum required contributions for current year2020-04-3039,104
Unpaid minimum required contributions for current year2020-04-300
Unpaid minimum required contributions for all years2020-04-300
2019: PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY 2019 401k membership
Market value of plan assets2019-04-30796,306
Acturial value of plan assets2019-04-30796,306
Funding target for retired participants and beneficiaries receiving payment2019-04-300
Number of terminated vested participants2019-04-303
Fundng target for terminated vested participants2019-04-3098,075
Active participant vested funding target2019-04-30673,994
Number of active participants2019-04-308
Total funding liabilities for active participants2019-04-30674,324
Total participant count2019-04-3011
Total funding target for all participants2019-04-30772,399
Balance at beginning of prior year after applicable adjustments2019-04-300
Prefunding balance at beginning of prior year after applicable adjustments2019-04-3096,211
Carryover balanced portion elected for use to offset prior years funding requirement2019-04-300
Prefunding balanced used to offset prior years funding requirement2019-04-309,899
Amount remaining of carryover balance2019-04-300
Amount remaining of prefunding balance2019-04-3086,312
Present value of excess contributions2019-04-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-04-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-04-300
Reductions in caryover balances due to elections or deemed elections2019-04-300
Reductions in prefunding balances due to elections or deemed elections2019-04-300
Balance of carryovers at beginning of current year2019-04-300
Balance of prefunding at beginning of current year2019-04-3092,785
Total employer contributions2019-04-3037,316
Total employee contributions2019-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-04-300
Contributions made to avoid restrictions adjusted to valuation date2019-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-04-3036,417
Liquidity shortfalls end of Q12019-04-300
Liquidity shortfalls end of Q22019-04-300
Liquidity shortfalls end of Q32019-04-300
Liquidity shortfalls end of Q42019-04-300
Unpaid minimum required contributions for all prior years2019-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-04-300
Remaining amount of unpaid minimum required contributions2019-04-300
Minimum required contributions for current year target normal cost2019-04-3021,955
Net shortfall amortization installment of oustanding balance2019-04-3068,878
Waiver amortization installment2019-04-300
Total funding amount beforereflecting carryover/prefunding balances2019-04-3034,225
Additional cash requirement2019-04-3034,225
Contributions allocatedtoward minimum required contributions for current year2019-04-3036,417
Unpaid minimum required contributions for current year2019-04-300
Unpaid minimum required contributions for all years2019-04-300
2018: PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY 2018 401k membership
Market value of plan assets2018-04-30697,302
Acturial value of plan assets2018-04-30697,302
Funding target for retired participants and beneficiaries receiving payment2018-04-300
Number of terminated vested participants2018-04-302
Fundng target for terminated vested participants2018-04-3032,440
Active participant vested funding target2018-04-30621,492
Number of active participants2018-04-308
Total funding liabilities for active participants2018-04-30621,492
Total participant count2018-04-3010
Total funding target for all participants2018-04-30653,932
Balance at beginning of prior year after applicable adjustments2018-04-30526
Prefunding balance at beginning of prior year after applicable adjustments2018-04-3096,316
Carryover balanced portion elected for use to offset prior years funding requirement2018-04-30526
Prefunding balanced used to offset prior years funding requirement2018-04-308,628
Amount remaining of carryover balance2018-04-300
Amount remaining of prefunding balance2018-04-3087,688
Present value of excess contributions2018-04-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-04-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-04-300
Reductions in caryover balances due to elections or deemed elections2018-04-300
Reductions in prefunding balances due to elections or deemed elections2018-04-300
Balance of carryovers at beginning of current year2018-04-300
Balance of prefunding at beginning of current year2018-04-3096,211
Total employer contributions2018-04-3045,000
Total employee contributions2018-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-04-300
Contributions made to avoid restrictions adjusted to valuation date2018-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-04-3043,317
Liquidity shortfalls end of Q12018-04-300
Liquidity shortfalls end of Q22018-04-300
Liquidity shortfalls end of Q32018-04-300
Liquidity shortfalls end of Q42018-04-300
Unpaid minimum required contributions for all prior years2018-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-04-300
Remaining amount of unpaid minimum required contributions2018-04-300
Minimum required contributions for current year target normal cost2018-04-3044,539
Net shortfall amortization installment of oustanding balance2018-04-3052,841
Waiver amortization installment2018-04-300
Total funding amount beforereflecting carryover/prefunding balances2018-04-3053,216
Carryover balance elected to use to offset funding requirement2018-04-300
Prefunding balance elected to use to offset funding requirement2018-04-309,899
Additional cash requirement2018-04-3043,317
Contributions allocatedtoward minimum required contributions for current year2018-04-3043,317
Unpaid minimum required contributions for current year2018-04-300
Unpaid minimum required contributions for all years2018-04-300
2017: PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY 2017 401k membership
Market value of plan assets2017-04-30606,858
Acturial value of plan assets2017-04-30606,858
Funding target for retired participants and beneficiaries receiving payment2017-04-300
Number of terminated vested participants2017-04-302
Fundng target for terminated vested participants2017-04-3029,302
Active participant vested funding target2017-04-30534,786
Number of active participants2017-04-308
Total funding liabilities for active participants2017-04-30534,786
Total participant count2017-04-3010
Total funding target for all participants2017-04-30564,088
Balance at beginning of prior year after applicable adjustments2017-04-306,957
Prefunding balance at beginning of prior year after applicable adjustments2017-04-3093,583
Carryover balanced portion elected for use to offset prior years funding requirement2017-04-306,446
Prefunding balanced used to offset prior years funding requirement2017-04-300
Amount remaining of carryover balance2017-04-30511
Amount remaining of prefunding balance2017-04-3093,583
Present value of excess contributions2017-04-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-04-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-04-300
Reductions in caryover balances due to elections or deemed elections2017-04-300
Reductions in prefunding balances due to elections or deemed elections2017-04-300
Balance of carryovers at beginning of current year2017-04-30526
Balance of prefunding at beginning of current year2017-04-3096,316
Total employer contributions2017-04-3030,000
Total employee contributions2017-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-04-300
Contributions made to avoid restrictions adjusted to valuation date2017-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-04-3028,162
Liquidity shortfalls end of Q12017-04-300
Liquidity shortfalls end of Q22017-04-300
Liquidity shortfalls end of Q32017-04-300
Liquidity shortfalls end of Q42017-04-300
Unpaid minimum required contributions for all prior years2017-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-04-300
Remaining amount of unpaid minimum required contributions2017-04-300
Minimum required contributions for current year target normal cost2017-04-3037,316
Net shortfall amortization installment of oustanding balance2017-04-300
Waiver amortization installment2017-04-300
Total funding amount beforereflecting carryover/prefunding balances2017-04-3037,316
Carryover balance elected to use to offset funding requirement2017-04-30526
Prefunding balance elected to use to offset funding requirement2017-04-308,628
Additional cash requirement2017-04-3028,162
Contributions allocatedtoward minimum required contributions for current year2017-04-3028,162
Unpaid minimum required contributions for current year2017-04-300
Unpaid minimum required contributions for all years2017-04-300
2011: PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY 2011 401k membership
Total participants, beginning-of-year2011-05-019
Total number of active participants reported on line 7a of the Form 55002011-05-018
Number of other retired or separated participants entitled to future benefits2011-05-013
Total of all active and inactive participants2011-05-0111
Total participants2011-05-0111
2010: PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY 2010 401k membership
Total participants, beginning-of-year2010-05-0111
Total number of active participants reported on line 7a of the Form 55002010-05-019
Number of other retired or separated participants entitled to future benefits2010-05-012
Total of all active and inactive participants2010-05-0111
Total participants2010-05-0111
2009: PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY 2009 401k membership
Total participants, beginning-of-year2009-05-0111
Total number of active participants reported on line 7a of the Form 55002009-05-019
Number of other retired or separated participants entitled to future benefits2009-05-012
Total of all active and inactive participants2009-05-0111
Total participants2009-05-0111

Financial Data on PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY

Measure Date Value
2012 : PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY 2012 401k financial data
Total income from all sources2012-04-30$48,328
Expenses. Total of all expenses incurred2012-04-30$35,501
Benefits paid (including direct rollovers)2012-04-30$32,918
Total plan assets at end of year2012-04-30$457,938
Total plan assets at beginning of year2012-04-30$445,111
Expenses. Other expenses not covered elsewhere2012-04-30$2,583
Other income received2012-04-30$23,346
Net income (gross income less expenses)2012-04-30$12,827
Net plan assets at end of year (total assets less liabilities)2012-04-30$457,938
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$445,111
Total contributions received or receivable from employer(s)2012-04-30$24,982
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
2011 : PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY 2011 401k financial data
Total plan liabilities at end of year2011-04-30$0
Total plan liabilities at beginning of year2011-04-30$0
Total income from all sources2011-04-30$62,137
Expenses. Total of all expenses incurred2011-04-30$2,514
Total plan assets at end of year2011-04-30$445,111
Total plan assets at beginning of year2011-04-30$385,487
Expenses. Other expenses not covered elsewhere2011-04-30$2,514
Other income received2011-04-30$38,721
Net income (gross income less expenses)2011-04-30$59,623
Net plan assets at end of year (total assets less liabilities)2011-04-30$445,111
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$385,487
Total contributions received or receivable from employer(s)2011-04-30$23,416
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
2010 : PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY

2011: PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Submission has been amendedNo
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planNo
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement – InsuranceYes
2010-05-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF UNION DALE CEMETERY 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA10130
Policy instance 1
Insurance contract or identification numberGA10130
Number of Individuals Covered11
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $250
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA10130
Policy instance 1
Insurance contract or identification numberGA10130
Number of Individuals Covered11
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $234
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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