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TANK TRUCK WORKERS UNION PENSION PLAN 401k Plan overview

Plan NameTANK TRUCK WORKERS UNION PENSION PLAN
Plan identification number 008

TANK TRUCK WORKERS UNION PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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

QUALITY CARRIERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:QUALITY CARRIERS, INC.
Employer identification number (EIN):362590063
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Additional information about QUALITY CARRIERS, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1952-06-05
Company Identification Number: 0064734
Legal Registered Office Address: 1200 MUTUAL BUILDING
909 E. MAIN ST.
RICHMOND
United States of America (USA)
23219

More information about QUALITY CARRIERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TANK TRUCK WORKERS UNION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082022-01-01
0082021-01-01
0082020-01-01
0082019-01-01
0082018-01-01
0082017-01-01MELISSA ERNST MELISSA ERNST2018-10-15
0082016-01-01MELISSA ERNST MELISSA ERNST2017-10-13
0082015-01-01MELISSA ERNST MELISSA ERNST2016-10-14
0082014-01-01MELISSA ERNST MELISSA ERNST2015-10-13
0082013-01-01MELISSA ERNST MELISSA ERNST2014-10-13
0082012-01-01MELISSA ERNST MELISSA ERNST2013-10-14
0082011-01-01MELISSA ERNST MELISSA ERNST2012-10-12
0082010-01-01MELISSA ERNST MELISSA ERNST2011-10-12
0082009-01-01MELISSA ERNST MELISSA ERNST2010-10-13

Plan Statistics for TANK TRUCK WORKERS UNION PENSION PLAN

401k plan membership statisitcs for TANK TRUCK WORKERS UNION PENSION PLAN

Measure Date Value
2022: TANK TRUCK WORKERS UNION PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31600,855
Acturial value of plan assets2022-12-31540,770
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-3175,895
Active participant vested funding target2022-12-310
Number of active participants2022-12-310
Total funding liabilities for active participants2022-12-310
Total participant count2022-12-312
Total funding target for all participants2022-12-3175,895
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3162,709
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3162,709
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3171,808
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3125,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TANK TRUCK WORKERS UNION PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-316,121,811
Acturial value of plan assets2021-12-315,689,410
Funding target for retired participants and beneficiaries receiving payment2021-12-315,341,473
Number of terminated vested participants2021-12-312
Fundng target for terminated vested participants2021-12-3169,624
Active participant vested funding target2021-12-310
Number of active participants2021-12-310
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-3197
Total funding target for all participants2021-12-315,411,097
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3159,462
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3162,709
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3162,709
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3162,709
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3135,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0197
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TANK TRUCK WORKERS UNION PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-316,248,811
Acturial value of plan assets2020-12-315,944,513
Funding target for retired participants and beneficiaries receiving payment2020-12-315,764,262
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-3164,388
Active participant vested funding target2020-12-310
Number of active participants2020-12-310
Total funding liabilities for active participants2020-12-310
Total participant count2020-12-31103
Total funding target for all participants2020-12-315,828,650
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3114,015
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3114,015
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3162,711
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3159,462
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3135,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3159,462
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01103
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-0145
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0150
Total participants2020-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TANK TRUCK WORKERS UNION PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-315,610,253
Acturial value of plan assets2019-12-315,931,837
Funding target for retired participants and beneficiaries receiving payment2019-12-316,365,777
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-3162,102
Active participant vested funding target2019-12-310
Number of active participants2019-12-310
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-31109
Total funding target for all participants2019-12-316,427,879
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31144,600
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31129,720
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3114,880
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3114,015
Total employer contributions2019-12-31176,446
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31167,401
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3185,000
Net shortfall amortization installment of oustanding balance2019-12-31510,057
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31181,416
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3114,015
Additional cash requirement2019-12-31167,401
Contributions allocatedtoward minimum required contributions for current year2019-12-31167,401
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01109
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-0152
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0149
Total participants2019-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TANK TRUCK WORKERS UNION PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-316,749,793
Acturial value of plan assets2018-12-316,405,639
Funding target for retired participants and beneficiaries receiving payment2018-12-316,578,604
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-31122,866
Active participant vested funding target2018-12-310
Number of active participants2018-12-310
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-31112
Total funding target for all participants2018-12-316,701,470
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31230,115
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31103,970
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31126,145
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31144,600
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3153,580
Net shortfall amortization installment of oustanding balance2018-12-31440,431
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31129,720
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31129,720
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01112
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-0155
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0152
Total participants2018-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TANK TRUCK WORKERS UNION PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-316,641,993
Acturial value of plan assets2017-12-316,944,920
Funding target for retired participants and beneficiaries receiving payment2017-12-316,746,246
Number of terminated vested participants2017-12-315
Fundng target for terminated vested participants2017-12-31186,863
Active participant vested funding target2017-12-310
Number of active participants2017-12-310
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-31114
Total funding target for all participants2017-12-316,933,109
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31160,344
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31160,344
Present value of excess contributions2017-12-3157,869
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3161,225
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3161,225
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31230,115
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3168,122
Net shortfall amortization installment of oustanding balance2017-12-31218,304
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31103,970
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31103,970
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01114
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-0164
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0145
Total participants2017-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TANK TRUCK WORKERS UNION PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-317,059,139
Acturial value of plan assets2016-12-317,677,052
Funding target for retired participants and beneficiaries receiving payment2016-12-317,171,595
Number of terminated vested participants2016-12-315
Fundng target for terminated vested participants2016-12-31175,299
Active participant vested funding target2016-12-310
Number of active participants2016-12-310
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-31119
Total funding target for all participants2016-12-317,346,894
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31151,239
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31160,344
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31160,344
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31160,344
Total employer contributions2016-12-3162,500
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3157,869
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3163,193
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3157,869
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01119
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-0165
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0144
Total participants2016-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TANK TRUCK WORKERS UNION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01122
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-0169
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0145
Total participants2015-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TANK TRUCK WORKERS UNION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01124
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-0173
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0144
Total participants2014-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TANK TRUCK WORKERS UNION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01125
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-0177
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0140
Total participants2013-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TANK TRUCK WORKERS UNION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01126
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-0182
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0136
Total participants2012-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TANK TRUCK WORKERS UNION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01128
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-0187
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0131
Total participants2011-01-01126
2010: TANK TRUCK WORKERS UNION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01131
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-0184
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0131
Total participants2010-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TANK TRUCK WORKERS UNION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01131
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-0187
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0130
Total participants2009-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TANK TRUCK WORKERS UNION PENSION PLAN

Measure Date Value
2022 : TANK TRUCK WORKERS UNION PENSION PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$-538,101
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$47,658
Total income from all sources2022-12-31$-8,439
Expenses. Total of all expenses incurred2022-12-31$54,315
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$648,513
Value of fidelity bond covering the plan2022-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2022-12-31$176
Other income received2022-12-31$-8,439
Net income (gross income less expenses)2022-12-31$-62,754
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$600,855
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$54,139
2021 : TANK TRUCK WORKERS UNION PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$47,658
Total income from all sources2021-12-31$865,122
Expenses. Total of all expenses incurred2021-12-31$6,385,855
Benefits paid (including direct rollovers)2021-12-31$6,315,080
Total plan assets at end of year2021-12-31$648,513
Total plan assets at beginning of year2021-12-31$6,121,588
Value of fidelity bond covering the plan2021-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$12,206
Other income received2021-12-31$865,122
Net income (gross income less expenses)2021-12-31$-5,520,733
Net plan assets at end of year (total assets less liabilities)2021-12-31$600,855
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,121,588
Total contributions received or receivable from employer(s)2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$58,569
2020 : TANK TRUCK WORKERS UNION PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$508,527
Total unrealized appreciation/depreciation of assets2020-12-31$508,527
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$678,762
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$808,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$641,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$62,711
Value of total assets at end of year2020-12-31$6,121,588
Value of total assets at beginning of year2020-12-31$6,251,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$166,180
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$107,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$107,524
Administrative expenses professional fees incurred2020-12-31$132,133
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-129,416
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,121,588
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,251,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$34,047
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,494,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,472,999
Value of interest in pooled separate accounts at end of year2020-12-31$611,917
Value of interest in pooled separate accounts at beginning of year2020-12-31$684,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$62,711
Employer contributions (assets) at end of year2020-12-31$15,412
Employer contributions (assets) at beginning of year2020-12-31$93,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$641,998
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2020-12-31263429295
2019 : TANK TRUCK WORKERS UNION PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,038,185
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,038,185
Total unrealized appreciation/depreciation of assets2019-12-31$1,038,185
Total unrealized appreciation/depreciation of assets2019-12-31$1,038,185
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,360,896
Total income from all sources (including contributions)2019-12-31$1,360,896
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$720,145
Total of all expenses incurred2019-12-31$720,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$674,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$674,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$176,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$176,446
Value of total assets at end of year2019-12-31$6,251,004
Value of total assets at end of year2019-12-31$6,251,004
Value of total assets at beginning of year2019-12-31$5,610,253
Value of total assets at beginning of year2019-12-31$5,610,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,605
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$146,265
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$146,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$146,265
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$146,265
Administrative expenses professional fees incurred2019-12-31$11,799
Administrative expenses professional fees incurred2019-12-31$11,799
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$640,751
Value of net income/loss2019-12-31$640,751
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,251,004
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,251,004
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,610,253
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,610,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$33,806
Investment advisory and management fees2019-12-31$33,806
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,472,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,472,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,218,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,218,292
Value of interest in pooled separate accounts at end of year2019-12-31$684,630
Value of interest in pooled separate accounts at end of year2019-12-31$684,630
Value of interest in pooled separate accounts at beginning of year2019-12-31$391,961
Value of interest in pooled separate accounts at beginning of year2019-12-31$391,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$176,446
Contributions received in cash from employer2019-12-31$176,446
Employer contributions (assets) at end of year2019-12-31$93,375
Employer contributions (assets) at end of year2019-12-31$93,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$674,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$674,540
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ASSURANCE DIMENSIONS
Accountancy firm name2019-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2019-12-31263429295
2018 : TANK TRUCK WORKERS UNION PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-468,427
Total unrealized appreciation/depreciation of assets2018-12-31$-468,427
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-332,439
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$807,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$704,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$5,610,253
Value of total assets at beginning of year2018-12-31$6,749,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$102,951
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$135,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$135,988
Administrative expenses professional fees incurred2018-12-31$26,083
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$40,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,139,540
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,610,253
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,749,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$36,850
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,218,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,700,008
Value of interest in pooled separate accounts at end of year2018-12-31$391,961
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,049,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$704,150
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2018-12-31263429295
2017 : TANK TRUCK WORKERS UNION PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$903,303
Total unrealized appreciation/depreciation of assets2017-12-31$903,303
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$978,486
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$871,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$743,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$6,749,793
Value of total assets at beginning of year2017-12-31$6,643,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$128,753
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$75,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$75,183
Administrative expenses professional fees incurred2017-12-31$8,985
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$52,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$106,526
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,749,793
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,643,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$66,784
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,700,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,419,606
Value of interest in pooled separate accounts at end of year2017-12-31$4,049,785
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,161,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at beginning of year2017-12-31$62,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$743,207
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2017-12-31263429295
2016 : TANK TRUCK WORKERS UNION PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$336,960
Total unrealized appreciation/depreciation of assets2016-12-31$336,960
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$487,068
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$908,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$763,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$62,500
Value of total assets at end of year2016-12-31$6,643,267
Value of total assets at beginning of year2016-12-31$7,064,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$144,954
Total interest from all sources2016-12-31$18,712
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$80,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$80,316
Assets. Real estate other than employer real property at beginning of year2016-12-31$512,384
Administrative expenses professional fees incurred2016-12-31$19,564
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$11,430
Other income not declared elsewhere2016-12-31$-11,420
Administrative expenses (other) incurred2016-12-31$50,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-421,545
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,643,267
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,064,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$75,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,419,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,042,564
Value of interest in pooled separate accounts at end of year2016-12-31$4,161,161
Value of interest in pooled separate accounts at beginning of year2016-12-31$606,245
Income. Interest from corporate debt instruments2016-12-31$18,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$105,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$105,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$62,500
Employer contributions (assets) at end of year2016-12-31$62,500
Employer contributions (assets) at beginning of year2016-12-31$335,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$763,659
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$450,906
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BARLEY MCNAMERA WILD
Accountancy firm EIN2016-12-31273236857
2015 : TANK TRUCK WORKERS UNION PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-482,275
Total unrealized appreciation/depreciation of assets2015-12-31$-482,275
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$349,230
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$892,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$785,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$648,218
Value of total assets at end of year2015-12-31$7,064,812
Value of total assets at beginning of year2015-12-31$7,607,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$106,481
Total interest from all sources2015-12-31$75,581
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$107,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$107,706
Assets. Real estate other than employer real property at end of year2015-12-31$512,384
Administrative expenses professional fees incurred2015-12-31$16,467
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,196,175
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$11,430
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$11,059
Administrative expenses (other) incurred2015-12-31$44,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-542,908
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,064,812
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,607,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$45,932
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,042,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,370,055
Value of interest in pooled separate accounts at end of year2015-12-31$606,245
Income. Interest from corporate debt instruments2015-12-31$75,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$105,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$321,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$321,506
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$16
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$648,218
Employer contributions (assets) at end of year2015-12-31$335,684
Employer contributions (assets) at beginning of year2015-12-31$155,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$785,657
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$450,906
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$553,638
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BARLEY MCNAMERA WILD
Accountancy firm EIN2015-12-31273236857
2014 : TANK TRUCK WORKERS UNION PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$883,787
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$867,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$805,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$573,232
Value of total assets at end of year2014-12-31$7,607,720
Value of total assets at beginning of year2014-12-31$7,591,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$61,644
Total interest from all sources2014-12-31$193,125
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$14,475
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,196,175
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$605,763
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$11,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$10,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$16,668
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,607,720
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,591,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$47,169
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,370,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,808,555
Income. Interest from corporate debt instruments2014-12-31$193,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$321,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$365,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$365,017
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$117,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$573,232
Employer contributions (assets) at end of year2014-12-31$155,287
Employer contributions (assets) at beginning of year2014-12-31$212,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$805,475
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$553,638
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$588,227
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BARLEY MCNAMERA WILD MARTIN
Accountancy firm EIN2014-12-31273236857
2013 : TANK TRUCK WORKERS UNION PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,495,786
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$891,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$826,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$597,353
Value of total assets at end of year2013-12-31$7,591,052
Value of total assets at beginning of year2013-12-31$6,986,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$64,268
Total interest from all sources2013-12-31$162,059
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$17,648
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$605,763
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$618,675
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$10,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$10,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$604,569
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,591,052
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,986,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$46,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,808,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,318,123
Income. Interest from corporate debt instruments2013-12-31$162,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$365,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$299,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$299,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$736,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$597,353
Employer contributions (assets) at end of year2013-12-31$212,861
Employer contributions (assets) at beginning of year2013-12-31$189,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$826,949
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$588,227
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$550,988
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BARLEY MCNAMARA WILD
Accountancy firm EIN2013-12-31273236857
2012 : TANK TRUCK WORKERS UNION PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,424,111
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,611,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,546,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$740,072
Value of total assets at end of year2012-12-31$6,986,483
Value of total assets at beginning of year2012-12-31$7,173,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$64,943
Total interest from all sources2012-12-31$236,243
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$15,835
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$618,675
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,366,798
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$10,630
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$11,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-187,316
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,986,483
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,173,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$49,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,318,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,368,466
Income. Interest from corporate debt instruments2012-12-31$236,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$299,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$102,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$102,306
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$704,895
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$704,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$447,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$740,072
Employer contributions (assets) at end of year2012-12-31$189,045
Employer contributions (assets) at beginning of year2012-12-31$422,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$841,589
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$550,988
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$548,201
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$649,613
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BARLEY MCNAMARA WILD MARTIN
Accountancy firm EIN2012-12-31273236857
2011 : TANK TRUCK WORKERS UNION PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-53,060
Total unrealized appreciation/depreciation of assets2011-12-31$-53,060
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$827,970
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,190,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,098,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$831,591
Value of total assets at end of year2011-12-31$7,173,799
Value of total assets at beginning of year2011-12-31$7,536,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$92,126
Total interest from all sources2011-12-31$92,443
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$54,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Real estate other than employer real property at beginning of year2011-12-31$241,123
Administrative expenses professional fees incurred2011-12-31$18,449
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,366,798
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$11,375
Other income not declared elsewhere2011-12-31$-71,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-362,635
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,173,799
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,536,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$63,846
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,368,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,285,826
Interest earned on other investments2011-12-31$22,276
Income. Interest from corporate debt instruments2011-12-31$70,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$102,306
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$74,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$74,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$704,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$922,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-26,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$831,591
Employer contributions (assets) at end of year2011-12-31$422,145
Employer contributions (assets) at beginning of year2011-12-31$345,140
Income. Dividends from common stock2011-12-31$54,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,098,479
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$548,201
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$667,161
Contract administrator fees2011-12-31$9,831
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$649,613
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BARLEY MCNAMARA WILD MARTIN
Accountancy firm EIN2011-12-31273236857
2010 : TANK TRUCK WORKERS UNION PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,208,315
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,167,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,104,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$586,127
Value of total assets at end of year2010-12-31$7,536,434
Value of total assets at beginning of year2010-12-31$7,496,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$63,799
Total interest from all sources2010-12-31$78,143
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$50,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$241,123
Assets. Real estate other than employer real property at beginning of year2010-12-31$253,285
Administrative expenses professional fees incurred2010-12-31$12,237
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$40,431
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,536,434
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,496,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$39,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,285,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,191,161
Interest earned on other investments2010-12-31$78,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$74,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$143,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$143,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$922,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,140,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$493,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$586,127
Employer contributions (assets) at end of year2010-12-31$345,140
Employer contributions (assets) at beginning of year2010-12-31$132,484
Income. Dividends from common stock2010-12-31$50,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,104,085
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$667,161
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$635,060
Contract administrator fees2010-12-31$11,854
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BARLEY MCNAMARA WILD MARTIN JACKSON
Accountancy firm EIN2010-12-31273236857

Form 5500 Responses for TANK TRUCK WORKERS UNION PENSION PLAN

2022: TANK TRUCK WORKERS UNION PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TANK TRUCK WORKERS UNION PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TANK TRUCK WORKERS UNION PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TANK TRUCK WORKERS UNION PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TANK TRUCK WORKERS UNION PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TANK TRUCK WORKERS UNION PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TANK TRUCK WORKERS UNION PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TANK TRUCK WORKERS UNION PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TANK TRUCK WORKERS UNION PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TANK TRUCK WORKERS UNION PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TANK TRUCK WORKERS UNION PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TANK TRUCK WORKERS UNION PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TANK TRUCK WORKERS UNION PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TANK TRUCK WORKERS UNION PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706699
Policy instance 1
Insurance contract or identification number706699
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $261
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $261
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706699
Policy instance 1
Insurance contract or identification number706699
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $776
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $776
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706699
Policy instance 1
Insurance contract or identification number706699
Number of Individuals Covered97
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $758
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $758
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706699
Policy instance 1
Insurance contract or identification number706699
Number of Individuals Covered103
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,389
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $4,389
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706699
Policy instance 1
Insurance contract or identification number706699
Number of Individuals Covered109
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,389
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $4,389
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706699
Policy instance 1
Insurance contract or identification number706699
Number of Individuals Covered112
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,501
Total amount of fees paid to insurance companyUSD $2,194
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $8,501
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerPRORATED INCENTIVE NOT DEDUCTED FROM PLAN
Insurance broker nameKESTRA INVESTMENT SERVICES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number706699
Policy instance 1
Insurance contract or identification number706699
Number of Individuals Covered119
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,180
Total amount of fees paid to insurance companyUSD $295
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $1,180
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerPRORATED INCENTIVE NOT DEDUCTED FROM PLAN
Insurance broker nameNFP ADVISOR SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-06699
Policy instance 1
Insurance contract or identification number7-06699
Number of Individuals Covered122
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-06699
Policy instance 1
Insurance contract or identification number7-06699
Number of Individuals Covered124
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-06699
Policy instance 1
Insurance contract or identification number7-06699
Number of Individuals Covered125
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-06699
Policy instance 1
Insurance contract or identification number7-06699
Number of Individuals Covered126
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number8115
Policy instance 2
Insurance contract or identification number8115
Number of Individuals Covered126
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number8115
Policy instance 2
Insurance contract or identification number8115
Number of Individuals Covered128
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-06699
Policy instance 1
Insurance contract or identification number7-06699
Number of Individuals Covered128
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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