ALLIANCE OF INDIANA RURAL WATER INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN
401k plan membership statisitcs for ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2012: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
| 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 | 10 |
| Total participants | 2012-01-01 | 10 |
| 2011: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
| 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 | 11 |
| Total participants | 2011-01-01 | 11 |
| Number of participants with account balances | 2011-01-01 | 11 |
| 2010: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 10 |
| Total of all active and inactive participants | 2010-01-01 | 10 |
| Total participants | 2010-01-01 | 10 |
| Number of participants with account balances | 2010-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
| 2009: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
| Total of all active and inactive participants | 2009-01-01 | 9 |
| Total participants | 2009-01-01 | 9 |
| Number of participants with account balances | 2009-01-01 | 9 |
| 2008: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 1 |
| Total of all active and inactive participants | 2008-01-01 | 9 |
| Total participants | 2008-01-01 | 9 |
| Number of participants with account balances | 2008-01-01 | 9 |
| 2007: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 1 |
| Total of all active and inactive participants | 2007-01-01 | 10 |
| Total participants | 2007-01-01 | 10 |
| Number of participants with account balances | 2007-01-01 | 10 |
| 2006: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 10 |
| Total of all active and inactive participants | 2006-01-01 | 10 |
| Total participants | 2006-01-01 | 10 |
| Number of participants with account balances | 2006-01-01 | 10 |
| 2005: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2005-01-01 | 8 |
| Total of all active and inactive participants | 2005-01-01 | 8 |
| Total participants | 2005-01-01 | 8 |
| Number of participants with account balances | 2005-01-01 | 8 |
| 2004: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2004 401k membership |
|---|
| Total participants, beginning-of-year | 2004-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2004-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2004-01-01 | 1 |
| Total of all active and inactive participants | 2004-01-01 | 11 |
| Total participants | 2004-01-01 | 11 |
| Number of participants with account balances | 2004-01-01 | 11 |
| 2003: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2003 401k membership |
|---|
| Total participants, beginning-of-year | 2003-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2003-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2003-01-01 | 1 |
| Total of all active and inactive participants | 2003-01-01 | 10 |
| Total participants | 2003-01-01 | 10 |
| Number of participants with account balances | 2003-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2003-01-01 | 1 |
| 2002: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2002 401k membership |
|---|
| Total participants, beginning-of-year | 2002-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2002-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2002-01-01 | 0 |
| Total of all active and inactive participants | 2002-01-01 | 8 |
| Total participants | 2002-01-01 | 8 |
| Number of participants with account balances | 2002-01-01 | 8 |
| 2001: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2001 401k membership |
|---|
| Total participants, beginning-of-year | 2001-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2001-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2001-01-01 | 0 |
| Total of all active and inactive participants | 2001-01-01 | 8 |
| Total participants | 2001-01-01 | 8 |
| Number of participants with account balances | 2001-01-01 | 8 |
| Measure | Date | Value |
|---|
| 2012 : ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $103,127 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $253,091 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $249,136 |
| Total plan assets at end of year | 2012-12-31 | $372,202 |
| Total plan assets at beginning of year | 2012-12-31 | $522,166 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $20,321 |
| Other income received | 2012-12-31 | $61,126 |
| Net income (gross income less expenses) | 2012-12-31 | $-149,964 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $372,202 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $522,166 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $21,680 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3,955 |
| 2011 : ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $68,154 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $22,642 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $22,642 |
| Total plan assets at end of year | 2011-12-31 | $522,166 |
| Total plan assets at beginning of year | 2011-12-31 | $476,654 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $27,840 |
| Other income received | 2011-12-31 | $-9,922 |
| Net income (gross income less expenses) | 2011-12-31 | $45,512 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $522,166 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $476,654 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $50,236 |
| 2010 : ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $107,012 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $11,352 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $11,352 |
| Total plan assets at end of year | 2010-12-31 | $476,654 |
| Total plan assets at beginning of year | 2010-12-31 | $380,994 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $20,863 |
| Other income received | 2010-12-31 | $44,072 |
| Net income (gross income less expenses) | 2010-12-31 | $95,660 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $476,654 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $380,994 |
| Assets. Value of participant loans | 2010-12-31 | $10,735 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $42,077 |
| 2009 : ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2009 401k financial data |
|---|
| Total income from all sources | 2009-12-31 | $117,925 |
| Expenses. Total of all expenses incurred | 2009-12-31 | $38,314 |
| Benefits paid (including direct rollovers) | 2009-12-31 | $38,314 |
| Total plan assets at end of year | 2009-12-31 | $380,994 |
| Total plan assets at beginning of year | 2009-12-31 | $301,383 |
| Value of fidelity bond covering the plan | 2009-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2009-12-31 | $19,170 |
| Other income received | 2009-12-31 | $61,214 |
| Net income (gross income less expenses) | 2009-12-31 | $79,611 |
| Net plan assets at end of year (total assets less liabilities) | 2009-12-31 | $380,994 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-12-31 | $301,383 |
| Assets. Value of participant loans | 2009-12-31 | $5,610 |
| Total contributions received or receivable from employer(s) | 2009-12-31 | $37,541 |
| 2008 : ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2008 401k financial data |
|---|
| Total income from all sources | 2008-12-31 | $-56,808 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $54,928 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $54,928 |
| Total plan assets at end of year | 2008-12-31 | $301,383 |
| Total plan assets at beginning of year | 2008-12-31 | $413,119 |
| Value of fidelity bond covering the plan | 2008-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2008-12-31 | $17,340 |
| Contributions received from other sources (not participants or employers) | 2008-12-31 | $11,084 |
| Other income received | 2008-12-31 | $-119,461 |
| Net income (gross income less expenses) | 2008-12-31 | $-111,736 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $301,383 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $413,119 |
| Assets. Value of participant loans | 2008-12-31 | $15,269 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $34,229 |
| 2007 : ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2007 401k financial data |
|---|
| Total income from all sources | 2007-12-31 | $92,294 |
| Total plan assets at end of year | 2007-12-31 | $413,119 |
| Total plan assets at beginning of year | 2007-12-31 | $320,825 |
| Value of fidelity bond covering the plan | 2007-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2007-12-31 | $28,017 |
| Other income received | 2007-12-31 | $21,004 |
| Net income (gross income less expenses) | 2007-12-31 | $92,294 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $413,119 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $320,825 |
| Assets. Value of participant loans | 2007-12-31 | $26,481 |
| Total contributions received or receivable from employer(s) | 2007-12-31 | $43,273 |
| 2006 : ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2006 401k financial data |
|---|
| Total income from all sources | 2006-12-31 | $82,178 |
| Total plan assets at end of year | 2006-12-31 | $320,825 |
| Total plan assets at beginning of year | 2006-12-31 | $238,647 |
| Value of fidelity bond covering the plan | 2006-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2006-12-31 | $22,495 |
| Other income received | 2006-12-31 | $24,631 |
| Net income (gross income less expenses) | 2006-12-31 | $82,178 |
| Net plan assets at end of year (total assets less liabilities) | 2006-12-31 | $320,825 |
| Net plan assets at beginning of year (total assets less liabilities) | 2006-12-31 | $238,647 |
| Assets. Value of participant loans | 2006-12-31 | $10,401 |
| Total contributions received or receivable from employer(s) | 2006-12-31 | $35,052 |
| 2005 : ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2005 401k financial data |
|---|
| Total income from all sources | 2005-12-31 | $72,596 |
| Expenses. Total of all expenses incurred | 2005-12-31 | $53,881 |
| Benefits paid (including direct rollovers) | 2005-12-31 | $53,881 |
| Total plan assets at end of year | 2005-12-31 | $238,647 |
| Total plan assets at beginning of year | 2005-12-31 | $219,932 |
| Value of fidelity bond covering the plan | 2005-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2005-12-31 | $24,894 |
| Other income received | 2005-12-31 | $12,147 |
| Net income (gross income less expenses) | 2005-12-31 | $18,715 |
| Net plan assets at end of year (total assets less liabilities) | 2005-12-31 | $238,647 |
| Net plan assets at beginning of year (total assets less liabilities) | 2005-12-31 | $219,932 |
| Assets. Value of participant loans | 2005-12-31 | $6,286 |
| Total contributions received or receivable from employer(s) | 2005-12-31 | $35,555 |
| 2004 : ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2004 401k financial data |
|---|
| Total income from all sources | 2004-12-31 | $77,274 |
| Expenses. Total of all expenses incurred | 2004-12-31 | $23,480 |
| Benefits paid (including direct rollovers) | 2004-12-31 | $23,480 |
| Total plan assets at end of year | 2004-12-31 | $219,932 |
| Total plan assets at beginning of year | 2004-12-31 | $166,138 |
| Value of fidelity bond covering the plan | 2004-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2004-12-31 | $28,465 |
| Other income received | 2004-12-31 | $11,886 |
| Net income (gross income less expenses) | 2004-12-31 | $53,794 |
| Net plan assets at end of year (total assets less liabilities) | 2004-12-31 | $219,932 |
| Net plan assets at beginning of year (total assets less liabilities) | 2004-12-31 | $166,138 |
| Total contributions received or receivable from employer(s) | 2004-12-31 | $36,923 |
| 2003 : ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2003 401k financial data |
|---|
| Total income from all sources | 2003-12-31 | $72,803 |
| Expenses. Total of all expenses incurred | 2003-12-31 | $10,188 |
| Benefits paid (including direct rollovers) | 2003-12-31 | $6,000 |
| Total plan assets at end of year | 2003-12-31 | $166,138 |
| Total plan assets at beginning of year | 2003-12-31 | $103,523 |
| Value of fidelity bond covering the plan | 2003-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2003-12-31 | $19,393 |
| Other income received | 2003-12-31 | $21,789 |
| Net income (gross income less expenses) | 2003-12-31 | $62,615 |
| Net plan assets at end of year (total assets less liabilities) | 2003-12-31 | $166,138 |
| Net plan assets at beginning of year (total assets less liabilities) | 2003-12-31 | $103,523 |
| Total contributions received or receivable from employer(s) | 2003-12-31 | $31,621 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2003-12-31 | $4,188 |
| 2002 : ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2002 401k financial data |
|---|
| Total income from all sources | 2002-12-31 | $37,107 |
| Expenses. Total of all expenses incurred | 2002-12-31 | $20,632 |
| Benefits paid (including direct rollovers) | 2002-12-31 | $19,628 |
| Total plan assets at end of year | 2002-12-31 | $103,523 |
| Total plan assets at beginning of year | 2002-12-31 | $87,048 |
| Value of fidelity bond covering the plan | 2002-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2002-12-31 | $16,060 |
| Contributions received from other sources (not participants or employers) | 2002-12-31 | $6,478 |
| Other income received | 2002-12-31 | $-11,997 |
| Net income (gross income less expenses) | 2002-12-31 | $16,475 |
| Net plan assets at end of year (total assets less liabilities) | 2002-12-31 | $103,523 |
| Net plan assets at beginning of year (total assets less liabilities) | 2002-12-31 | $87,048 |
| Total contributions received or receivable from employer(s) | 2002-12-31 | $26,566 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2002-12-31 | $1,004 |
| 2001 : ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2001 401k financial data |
|---|
| Total income from all sources | 2001-12-31 | $46,463 |
| Expenses. Total of all expenses incurred | 2001-12-31 | $12,390 |
| Benefits paid (including direct rollovers) | 2001-12-31 | $12,390 |
| Total plan assets at end of year | 2001-12-31 | $87,048 |
| Total plan assets at beginning of year | 2001-12-31 | $52,975 |
| Value of fidelity bond covering the plan | 2001-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2001-12-31 | $25,053 |
| Other income received | 2001-12-31 | $-11,248 |
| Net income (gross income less expenses) | 2001-12-31 | $34,073 |
| Net plan assets at end of year (total assets less liabilities) | 2001-12-31 | $87,048 |
| Net plan assets at beginning of year (total assets less liabilities) | 2001-12-31 | $52,975 |
| Total contributions received or receivable from employer(s) | 2001-12-31 | $32,658 |
| 2012: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2012 form 5500 responses |
|---|
| 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 benefit arrangement – Insurance | Yes |
| 2011: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2011 form 5500 responses |
|---|
| 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 benefit arrangement – Insurance | Yes |
| 2010: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2010 form 5500 responses |
|---|
| 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 benefit arrangement – Insurance | Yes |
| 2009: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2006: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | No |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Insurance | Yes |
| 2006-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2005: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2005 form 5500 responses |
|---|
| 2005-01-01 | Type of plan entity | Single employer plan |
| 2005-01-01 | Submission has been amended | No |
| 2005-01-01 | This submission is the final filing | No |
| 2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-01-01 | Plan is a collectively bargained plan | No |
| 2005-01-01 | Plan funding arrangement – Insurance | Yes |
| 2005-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2004: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2004 form 5500 responses |
|---|
| 2004-01-01 | Type of plan entity | Single employer plan |
| 2004-01-01 | Submission has been amended | No |
| 2004-01-01 | This submission is the final filing | No |
| 2004-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-01-01 | Plan is a collectively bargained plan | No |
| 2004-01-01 | Plan funding arrangement – Insurance | Yes |
| 2004-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2003: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2003 form 5500 responses |
|---|
| 2003-01-01 | Type of plan entity | Single employer plan |
| 2003-01-01 | Submission has been amended | No |
| 2003-01-01 | This submission is the final filing | No |
| 2003-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2003-01-01 | Plan is a collectively bargained plan | No |
| 2003-01-01 | Plan funding arrangement – Insurance | Yes |
| 2003-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2002: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2002 form 5500 responses |
|---|
| 2002-01-01 | Type of plan entity | Single employer plan |
| 2002-01-01 | Submission has been amended | No |
| 2002-01-01 | This submission is the final filing | No |
| 2002-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2002-01-01 | Plan is a collectively bargained plan | No |
| 2002-01-01 | Plan funding arrangement – Insurance | Yes |
| 2002-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2001: ALLIANCE OF INDIANA RURAL WATER INC 401(K) PLAN 2001 form 5500 responses |
|---|
| 2001-01-01 | Type of plan entity | Single employer plan |
| 2001-01-01 | Submission has been amended | No |
| 2001-01-01 | This submission is the final filing | No |
| 2001-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2001-01-01 | Plan is a collectively bargained plan | No |
| 2001-01-01 | Plan funding arrangement – Insurance | Yes |
| 2001-01-01 | Plan benefit arrangement – Insurance | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP82938 |
| Policy instance | 1 |
| Insurance contract or identification number | GP82938 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,223 | | Total amount of fees paid to insurance company | USD $1,082 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,223 | | Amount paid for insurance broker fees | 332 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 4 | | Insurance broker name | THE ACCOUNTING FIRM INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP82938 |
| Policy instance | 1 |
| Insurance contract or identification number | GP82938 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,238 | | Total amount of fees paid to insurance company | USD $1,354 | | 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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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP82938 |
| Policy instance | 1 |
| Insurance contract or identification number | GP82938 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,004 | | Total amount of fees paid to insurance company | USD $1,271 | | 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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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP82938 |
| Policy instance | 1 |
| Insurance contract or identification number | GP82938 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2009-01-01 | | Insurance policy end date | 2009-12-31 | | Total amount of commissions paid to insurance broker | USD $736 | | Total amount of fees paid to insurance company | USD $1,227 | | 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 $557 | | Amount paid for insurance broker fees | 161 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 4 | | Insurance broker name | THE ACCOUNTING FIRM INC |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP82938 |
| Policy instance | 1 |
| Insurance contract or identification number | GP82938 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2008-01-01 | | Insurance policy end date | 2008-12-31 | | Total amount of commissions paid to insurance broker | USD $858 | | Total amount of fees paid to insurance company | USD $1,214 | | 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 $858 | | Amount paid for insurance broker fees | 214 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 4 | | Insurance broker name | THE ACCOUNTING FIRM INC |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP82938 |
| Policy instance | 1 |
| Insurance contract or identification number | GP82938 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2007-01-01 | | Insurance policy end date | 2007-12-31 | | Total amount of commissions paid to insurance broker | USD $848 | | Total amount of fees paid to insurance company | USD $1,212 | | 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 $848 | | Amount paid for insurance broker fees | 212 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 4 | | Insurance broker name | THE ACCOUNTING FIRM INC |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP82938 |
| Policy instance | 1 |
| Insurance contract or identification number | GP82938 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2006-01-01 | | Insurance policy end date | 2006-12-31 | | Total amount of commissions paid to insurance broker | USD $792 | | Total amount of fees paid to insurance company | USD $1,000 | | 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 $792 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 1000 | | Additional information about fees paid to insurance broker | TPA SUBSIDY | | Insurance broker name | THE ACCOUNTING FIRM INC |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP82938 |
| Policy instance | 1 |
| Insurance contract or identification number | GP82938 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2005-01-01 | | Insurance policy end date | 2005-12-31 | | Total amount of commissions paid to insurance broker | USD $277 | | Total amount of fees paid to insurance company | USD $1,419 | | 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 $277 | | Amount paid for insurance broker fees | 419 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 3 | | Insurance broker name | THE ACCOUNTING FIRM INC |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP82938 |
| Policy instance | 1 |
| Insurance contract or identification number | GP82938 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2004-01-01 | | Insurance policy end date | 2004-12-31 | | Total amount of commissions paid to insurance broker | USD $463 | | Total amount of fees paid to insurance company | USD $1,000 | | 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 $463 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1000 | | Additional information about fees paid to insurance broker | TPA SUBSIDY | | Insurance broker name | THE ACCOUNTING FIRM INC |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP82938 |
| Policy instance | 1 |
| Insurance contract or identification number | GP82938 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2003-01-01 | | Insurance policy end date | 2003-12-31 | | Total amount of commissions paid to insurance broker | USD $308 | | Total amount of fees paid to insurance company | USD $1,000 | | 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 $792 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 1000 | | Additional information about fees paid to insurance broker | TPA SUBSIDY | | Insurance broker name | THE ACCOUNTING FIRM INC |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP82938 |
| Policy instance | 1 |
| Insurance contract or identification number | GP82938 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2002-01-01 | | Insurance policy end date | 2002-12-31 | | Total amount of commissions paid to insurance broker | USD $231 | | Total amount of fees paid to insurance company | USD $1,000 | | 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 | | Amount paid for insurance broker fees | 500 | | Additional information about fees paid to insurance broker | TPA PROVIDER | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $231 | | Insurance broker name | THE ACCOUNTING FIRM INC |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP82938 |
| Policy instance | 1 |
| Insurance contract or identification number | GP82938 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2001-01-01 | | Insurance policy end date | 2001-12-31 | | Total amount of commissions paid to insurance broker | USD $733 | | 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 $733 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 1000 | | Additional information about fees paid to insurance broker | TPA SUBSIDY | | Insurance broker name | SHERMAN BARBER AND MULLIKIN |
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