401k Plan data: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 plan

LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 401k Plan overview

Plan Name	LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11
Plan identification number	013

LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 Benefits

401k Plan Type

Defined 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).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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

LOCAL 1139 UE GROUP PENSION TRUST has sponsored the creation of one or more 401k plans.

Company Name: LOCAL 1139 UE GROUP PENSION TRUST

Employer identification number (EIN): 366490533

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
013 2018-01-01
013 2017-01-01 SHIRLEY FLAHERTY SHIRLEY FLAHERTY 2018-09-11
013 2016-01-01 SHIRLEY FLAHERTY SHIRLEY FLAHERTY 2017-10-13
013 2015-01-01 SHIRLEY FLAHERTY SHIRLEY FLAHERTY 2016-10-12
013 2014-01-01 SHIRLEY FLAHERTY SHIRLEY FLAHERTY 2015-09-24
013 2013-01-01 SHIRLEY FLAHERTY SHIRLEY FLAHERTY 2014-10-14
013 2012-01-01 SHIRLEY FLAHERTY SHIRLEY FLAHERTY 2013-09-11
013 2011-01-01 SHIRLEY FLAHERTY
013 2009-01-01 SHIRLEY FLAHERTY SHIRLEY FLAHERTY 2010-10-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
013	2018-01-01
013	2017-01-01	SHIRLEY FLAHERTY	SHIRLEY FLAHERTY	2018-09-11
013	2016-01-01	SHIRLEY FLAHERTY	SHIRLEY FLAHERTY	2017-10-13
013	2015-01-01	SHIRLEY FLAHERTY	SHIRLEY FLAHERTY	2016-10-12
013	2014-01-01	SHIRLEY FLAHERTY	SHIRLEY FLAHERTY	2015-09-24
013	2013-01-01	SHIRLEY FLAHERTY	SHIRLEY FLAHERTY	2014-10-14
013	2012-01-01	SHIRLEY FLAHERTY	SHIRLEY FLAHERTY	2013-09-11
013	2011-01-01	SHIRLEY FLAHERTY
013	2009-01-01	SHIRLEY FLAHERTY	SHIRLEY FLAHERTY	2010-10-11

Plan Statistics for LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11

401k plan membership statisitcs for LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11

Measure Date Value
2018: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2018 401k membership
Market value of plan assets 2018-12-31 513,710
Acturial value of plan assets 2018-12-31 513,710
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 356,181
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 7,068
Active participant vested funding target 2018-12-31 0
Number of active participants 2018-12-31 0
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 363,249
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 0
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 14,605
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2017 401k membership
Market value of plan assets 2017-12-31 546,263
Acturial value of plan assets 2017-12-31 546,263
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 361,657
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 6,301
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 0
Total funding liabilities for active participants 2017-12-31 0
Total participant count 2017-12-31 13
Total funding target for all participants 2017-12-31 367,958
Balance at beginning of prior year after applicable adjustments 2017-12-31 14,076
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 3,024
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 14,076
Prefunding balanced used to offset prior years funding requirement 2017-12-31 3,024
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 4,895
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 5,183
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 14,593
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 9
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2016 401k membership
Market value of plan assets 2016-12-31 576,386
Acturial value of plan assets 2016-12-31 576,386
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 350,308
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 5,775
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 0
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 11
Total funding target for all participants 2016-12-31 356,083
Balance at beginning of prior year after applicable adjustments 2016-12-31 50,052
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 2,907
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 36,520
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 13,532
Amount remaining of prefunding balance 2016-12-31 2,907
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 14,076
Balance of prefunding at beginning of current year 2016-12-31 3,024
Total employer contributions 2016-12-31 5,120
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 4,895
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 4,859
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 14,076
Prefunding balance elected to use to offset funding requirement 2016-12-31 3,024
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 4,895
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 10
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 9
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 10
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 8
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 7
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2018 401k membership
Market value of plan assets	2018-12-31	513,710
Acturial value of plan assets	2018-12-31	513,710
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	356,181
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	7,068
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	0
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	363,249
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	14,605
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2017 401k membership
Market value of plan assets	2017-12-31	546,263
Acturial value of plan assets	2017-12-31	546,263
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	361,657
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	6,301
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	0
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	13
Total funding target for all participants	2017-12-31	367,958
Balance at beginning of prior year after applicable adjustments	2017-12-31	14,076
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	3,024
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	14,076
Prefunding balanced used to offset prior years funding requirement	2017-12-31	3,024
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	4,895
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	5,183
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	14,593
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	9
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2016 401k membership
Market value of plan assets	2016-12-31	576,386
Acturial value of plan assets	2016-12-31	576,386
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	350,308
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	5,775
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	0
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	11
Total funding target for all participants	2016-12-31	356,083
Balance at beginning of prior year after applicable adjustments	2016-12-31	50,052
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	2,907
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	36,520
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	13,532
Amount remaining of prefunding balance	2016-12-31	2,907
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	14,076
Balance of prefunding at beginning of current year	2016-12-31	3,024
Total employer contributions	2016-12-31	5,120
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	4,895
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	4,859
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	14,076
Prefunding balance elected to use to offset funding requirement	2016-12-31	3,024
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	4,895
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	10
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	9
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	10
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	8
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	7
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11

Measure	Date	Value
2018 : LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$15,301
Expenses. Total of all expenses incurred	2018-12-31	$529,011
Benefits paid (including direct rollovers)	2018-12-31	$436,164
Total plan assets at beginning of year	2018-12-31	$513,710
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$32,460
Other income received	2018-12-31	$15,301
Net income (gross income less expenses)	2018-12-31	$-513,710
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$513,710
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$60,387
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$20,706
Expenses. Total of all expenses incurred	2017-12-31	$53,259
Benefits paid (including direct rollovers)	2017-12-31	$41,404
Total plan assets at end of year	2017-12-31	$513,710
Total plan assets at beginning of year	2017-12-31	$546,263
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$11,855
Other income received	2017-12-31	$20,706
Net income (gross income less expenses)	2017-12-31	$-32,553
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$513,710
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$546,263
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2016 401k financial data
Transfers to/from the plan	2016-12-31	$277,834
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$27,066
Expenses. Total of all expenses incurred	2016-12-31	$57,189
Benefits paid (including direct rollovers)	2016-12-31	$39,702
Total plan assets at end of year	2016-12-31	$546,263
Total plan assets at beginning of year	2016-12-31	$298,552
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$17,487
Other income received	2016-12-31	$21,946
Net income (gross income less expenses)	2016-12-31	$-30,123
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$546,263
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$298,552
Total contributions received or receivable from employer(s)	2016-12-31	$5,120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2015 401k financial data
Total income from all sources	2015-12-31	$20,622
Expenses. Total of all expenses incurred	2015-12-31	$50,495
Benefits paid (including direct rollovers)	2015-12-31	$40,703
Total plan assets at end of year	2015-12-31	$298,552
Total plan assets at beginning of year	2015-12-31	$328,425
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Other income received	2015-12-31	$12,288
Net income (gross income less expenses)	2015-12-31	$-29,873
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$298,552
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$328,425
Total contributions received or receivable from employer(s)	2015-12-31	$8,334
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$9,792
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2014 401k financial data
Total income from all sources	2014-12-31	$46,308
Expenses. Total of all expenses incurred	2014-12-31	$39,144
Benefits paid (including direct rollovers)	2014-12-31	$36,280
Total plan assets at end of year	2014-12-31	$328,425
Total plan assets at beginning of year	2014-12-31	$321,261
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Other income received	2014-12-31	$12,641
Net income (gross income less expenses)	2014-12-31	$7,164
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$328,425
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$321,261
Total contributions received or receivable from employer(s)	2014-12-31	$33,667
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,864
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2013 401k financial data
Total income from all sources	2013-12-31	$70,654
Expenses. Total of all expenses incurred	2013-12-31	$28,994
Benefits paid (including direct rollovers)	2013-12-31	$26,138
Total plan assets at end of year	2013-12-31	$321,261
Total plan assets at beginning of year	2013-12-31	$279,601
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Other income received	2013-12-31	$11,461
Net income (gross income less expenses)	2013-12-31	$41,660
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$321,261
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$279,601
Total contributions received or receivable from employer(s)	2013-12-31	$59,193
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,856
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2012 401k financial data
Total income from all sources	2012-12-31	$13,312
Expenses. Total of all expenses incurred	2012-12-31	$24,626
Benefits paid (including direct rollovers)	2012-12-31	$21,983
Total plan assets at end of year	2012-12-31	$279,601
Total plan assets at beginning of year	2012-12-31	$290,915
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Other income received	2012-12-31	$11,068
Net income (gross income less expenses)	2012-12-31	$-11,314
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$279,601
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$290,915
Total contributions received or receivable from employer(s)	2012-12-31	$2,244
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,643
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2011 401k financial data
Total income from all sources	2011-12-31	$14,108
Expenses. Total of all expenses incurred	2011-12-31	$27,958
Benefits paid (including direct rollovers)	2011-12-31	$22,798
Total plan assets at end of year	2011-12-31	$290,915
Total plan assets at beginning of year	2011-12-31	$304,765
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Other income received	2011-12-31	$11,644
Net income (gross income less expenses)	2011-12-31	$-13,850
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$290,915
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$304,765
Total contributions received or receivable from employer(s)	2011-12-31	$2,464
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,160
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2010 401k financial data
Total income from all sources	2010-12-31	$27,156
Expenses. Total of all expenses incurred	2010-12-31	$21,852
Benefits paid (including direct rollovers)	2010-12-31	$17,788
Total plan assets at end of year	2010-12-31	$304,765
Total plan assets at beginning of year	2010-12-31	$299,461
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Other income received	2010-12-31	$11,844
Net income (gross income less expenses)	2010-12-31	$5,304
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$304,765
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$299,461
Total contributions received or receivable from employer(s)	2010-12-31	$15,312
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,064
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11

2018: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LOCAL 1139 UE GRP PENSION PLAN FOR UNITED ELECTRICAL, DISTRICT 11 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

12076

Policy instance

Insurance contract or identification number	12076
Number of Individuals Covered	11
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

12076

Policy instance

Insurance contract or identification number	12076
Number of Individuals Covered	11
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

12076

Policy instance

Insurance contract or identification number	12076
Number of Individuals Covered	11
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

12076

Policy instance

Insurance contract or identification number	12076
Number of Individuals Covered	11
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

12076

Policy instance

Insurance contract or identification number	12076
Number of Individuals Covered	11
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

12076

Policy instance

Insurance contract or identification number	12076
Number of Individuals Covered	11
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

12076

Policy instance

Insurance contract or identification number	12076
Number of Individuals Covered	12
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	LOCAL 1139 UE GROUP PENSION TRUST
Employer identification number (EIN):	366490533
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations