?>
Logo

UAW BLACK LAKE EMPLOYEES PENSION PLAN 401k Plan overview

Plan NameUAW BLACK LAKE EMPLOYEES PENSION PLAN
Plan identification number 005

UAW BLACK LAKE EMPLOYEES 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).

401k Sponsoring company profile

INTERNATIONAL UNION, UAW has sponsored the creation of one or more 401k plans.

Company Name:INTERNATIONAL UNION, UAW
Employer identification number (EIN):380679801
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UAW BLACK LAKE EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01MARGARET MOCK2023-10-11
0052021-01-01FRANK STUGLIN2022-10-05
0052020-01-01FRANK STUGLIN2021-10-11
0052019-01-01RAY CURRY2020-10-13
0052018-01-01
0052017-01-01GARY JONES
0052016-01-01GARY CASTEEL
0052015-01-01GARY CASTEEL GARY CASTEEL2016-10-13
0052014-01-01GARY CASTEEL GARY CASTEEL2015-10-15
0052013-01-01GARY CASTEEL GARY CASTEEL2014-10-13
0052012-01-01DENNIS D. WILLIAMS DENNIS D. WILLIAMS2013-10-14
0052011-01-01DENNIS D. WILLIAMS
0052009-01-01DENNIS D. WILLIAMS

Plan Statistics for UAW BLACK LAKE EMPLOYEES PENSION PLAN

401k plan membership statisitcs for UAW BLACK LAKE EMPLOYEES PENSION PLAN

Measure Date Value
2022: UAW BLACK LAKE EMPLOYEES PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3125,567,819
Acturial value of plan assets2022-12-3124,025,883
Funding target for retired participants and beneficiaries receiving payment2022-12-3117,399,452
Number of terminated vested participants2022-12-3110
Fundng target for terminated vested participants2022-12-31301,472
Active participant vested funding target2022-12-31841,582
Number of active participants2022-12-3110
Total funding liabilities for active participants2022-12-31841,582
Total participant count2022-12-31180
Total funding target for all participants2022-12-3118,542,506
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31705,665
Amount remaining of prefunding balance2022-12-31705,665
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31800,224
Remaining amount of unpaid minimum required contributions2022-12-310
Total participants, beginning-of-year2022-01-01175
Total number of active participants reported on line 7a of the Form 55002022-01-018
Number of retired or separated participants receiving benefits2022-01-01122
Number of other retired or separated participants entitled to future benefits2022-01-0110
Total of all active and inactive participants2022-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0126
Total participants2022-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UAW BLACK LAKE EMPLOYEES PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3124,102,577
Acturial value of plan assets2021-12-3122,533,761
Funding target for retired participants and beneficiaries receiving payment2021-12-3117,964,899
Number of terminated vested participants2021-12-3111
Fundng target for terminated vested participants2021-12-31310,173
Active participant vested funding target2021-12-31921,470
Number of active participants2021-12-3111
Total funding liabilities for active participants2021-12-31921,470
Total participant count2021-12-31189
Total funding target for all participants2021-12-3119,196,542
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31633,281
Amount remaining of prefunding balance2021-12-31633,281
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31705,665
Remaining amount of unpaid minimum required contributions2021-12-310
Total participants, beginning-of-year2021-01-01184
Total number of active participants reported on line 7a of the Form 55002021-01-0110
Number of retired or separated participants receiving benefits2021-01-01127
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0128
Total participants2021-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UAW BLACK LAKE EMPLOYEES PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3123,209,615
Acturial value of plan assets2020-12-3122,408,353
Funding target for retired participants and beneficiaries receiving payment2020-12-3118,860,928
Number of terminated vested participants2020-12-3111
Fundng target for terminated vested participants2020-12-31305,758
Active participant vested funding target2020-12-311,121,470
Number of active participants2020-12-3114
Total funding liabilities for active participants2020-12-311,121,470
Total participant count2020-12-31192
Total funding target for all participants2020-12-3120,288,156
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31541,174
Amount remaining of prefunding balance2020-12-31541,174
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31633,282
Remaining amount of unpaid minimum required contributions2020-12-310
Total participants, beginning-of-year2020-01-01187
Total number of active participants reported on line 7a of the Form 55002020-01-0111
Number of retired or separated participants receiving benefits2020-01-01134
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0128
Total participants2020-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UAW BLACK LAKE EMPLOYEES PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3121,421,075
Acturial value of plan assets2019-12-3122,263,554
Funding target for retired participants and beneficiaries receiving payment2019-12-3119,418,617
Number of terminated vested participants2019-12-3111
Fundng target for terminated vested participants2019-12-31288,761
Active participant vested funding target2019-12-311,137,531
Number of active participants2019-12-3115
Total funding liabilities for active participants2019-12-311,137,531
Total participant count2019-12-31201
Total funding target for all participants2019-12-3120,844,909
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31556,878
Amount remaining of prefunding balance2019-12-31556,878
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31541,174
Remaining amount of unpaid minimum required contributions2019-12-310
Total participants, beginning-of-year2019-01-01196
Total number of active participants reported on line 7a of the Form 55002019-01-0114
Number of retired or separated participants receiving benefits2019-01-01138
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0124
Total participants2019-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UAW BLACK LAKE EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3123,829,041
Acturial value of plan assets2018-12-3122,526,733
Funding target for retired participants and beneficiaries receiving payment2018-12-3119,495,451
Number of terminated vested participants2018-12-3114
Fundng target for terminated vested participants2018-12-31394,748
Active participant vested funding target2018-12-311,071,075
Number of active participants2018-12-3115
Total funding liabilities for active participants2018-12-311,071,075
Total participant count2018-12-31206
Total funding target for all participants2018-12-3120,961,274
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31487,976
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31487,976
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 year2018-12-31556,878
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
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 cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
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-year2018-01-01201
Total number of active participants reported on line 7a of the Form 55002018-01-0115
Number of retired or separated participants receiving benefits2018-01-01143
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0127
Total participants2018-01-01196
2017: UAW BLACK LAKE EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3122,535,706
Acturial value of plan assets2017-12-3122,606,764
Funding target for retired participants and beneficiaries receiving payment2017-12-3119,434,090
Number of terminated vested participants2017-12-3116
Fundng target for terminated vested participants2017-12-31560,371
Active participant vested funding target2017-12-311,048,931
Number of active participants2017-12-3115
Total funding liabilities for active participants2017-12-311,048,931
Total participant count2017-12-31207
Total funding target for all participants2017-12-3121,043,392
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31446,578
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 balance2017-12-31446,578
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-31487,976
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 cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
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-year2017-01-01203
Total number of active participants reported on line 7a of the Form 55002017-01-0115
Number of retired or separated participants receiving benefits2017-01-01149
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0123
Total participants2017-01-01201
2016: UAW BLACK LAKE EMPLOYEES PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3122,324,907
Acturial value of plan assets2016-12-3123,213,585
Funding target for retired participants and beneficiaries receiving payment2016-12-3119,757,471
Number of terminated vested participants2016-12-3117
Fundng target for terminated vested participants2016-12-31565,122
Active participant vested funding target2016-12-31975,580
Number of active participants2016-12-3115
Total funding liabilities for active participants2016-12-31975,580
Total participant count2016-12-31209
Total funding target for all participants2016-12-3121,298,173
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31444,666
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 balance2016-12-31444,666
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-31446,578
Total employer contributions2016-12-310
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 date2016-12-310
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 cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
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 year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01206
Total number of active participants reported on line 7a of the Form 55002016-01-0115
Number of retired or separated participants receiving benefits2016-01-01148
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0124
Total participants2016-01-01203
2015: UAW BLACK LAKE EMPLOYEES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01208
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of retired or separated participants receiving benefits2015-01-01151
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0123
Total participants2015-01-01206
2014: UAW BLACK LAKE EMPLOYEES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01213
Total number of active participants reported on line 7a of the Form 55002014-01-0117
Number of retired or separated participants receiving benefits2014-01-01151
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0122
Total participants2014-01-01208
2013: UAW BLACK LAKE EMPLOYEES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01217
Total number of active participants reported on line 7a of the Form 55002013-01-0119
Number of retired or separated participants receiving benefits2013-01-01152
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0122
Total participants2013-01-01213
2012: UAW BLACK LAKE EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01216
Total number of active participants reported on line 7a of the Form 55002012-01-0119
Number of retired or separated participants receiving benefits2012-01-01156
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0123
Total participants2012-01-01217
2011: UAW BLACK LAKE EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01218
Total number of active participants reported on line 7a of the Form 55002011-01-0119
Number of retired or separated participants receiving benefits2011-01-01156
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0120
Total participants2011-01-01216
2009: UAW BLACK LAKE EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01223
Total number of active participants reported on line 7a of the Form 55002009-01-0168
Number of retired or separated participants receiving benefits2009-01-01103
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0119
Total participants2009-01-01218

Financial Data on UAW BLACK LAKE EMPLOYEES PENSION PLAN

Measure Date Value
2022 : UAW BLACK LAKE EMPLOYEES PENSION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,613,296
Total of all expenses incurred2022-12-31$1,572,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,572,930
Value of total assets at end of year2022-12-31$21,381,593
Value of total assets at beginning of year2022-12-31$25,567,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$44,688
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$194,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,186,226
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,381,593
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,567,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$21,336,905
Value of interest in master investment trust accounts at beginning of year2022-12-31$25,373,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,572,930
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2022-12-31470900880
2021 : UAW BLACK LAKE EMPLOYEES PENSION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,121,065
Total of all expenses incurred2021-12-31$1,655,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,655,823
Value of total assets at end of year2021-12-31$25,567,819
Value of total assets at beginning of year2021-12-31$24,102,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$194,589
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$114,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,465,242
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,567,819
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,102,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$25,373,230
Value of interest in master investment trust accounts at beginning of year2021-12-31$23,988,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,655,823
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2021-12-31470900880
2020 : UAW BLACK LAKE EMPLOYEES PENSION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,559,220
Total of all expenses incurred2020-12-31$1,666,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,666,258
Value of total assets at end of year2020-12-31$24,102,577
Value of total assets at beginning of year2020-12-31$23,209,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$114,026
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$28,323
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$892,962
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,102,577
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,209,615
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
Value of interest in master investment trust accounts at end of year2020-12-31$23,988,551
Value of interest in master investment trust accounts at beginning of year2020-12-31$23,181,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,666,258
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2020-12-31470900880
2019 : UAW BLACK LAKE EMPLOYEES PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,504,932
Total of all expenses incurred2019-12-31$1,716,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,716,392
Value of total assets at end of year2019-12-31$23,209,615
Value of total assets at beginning of year2019-12-31$21,421,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$28,323
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$42,989
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$1,788,540
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,209,615
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,421,075
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$23,181,292
Value of interest in master investment trust accounts at beginning of year2019-12-31$21,378,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,716,392
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2019-12-31470900880
2018 : UAW BLACK LAKE EMPLOYEES PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$-647,417
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,760,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,760,549
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$21,421,075
Value of total assets at beginning of year2018-12-31$23,829,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$42,989
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$29,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,407,966
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,421,075
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,829,041
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
Value of interest in master investment trust accounts at end of year2018-12-31$21,378,086
Value of interest in master investment trust accounts at beginning of year2018-12-31$23,799,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$1,760,549
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2018-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2018-12-31382821807
2017 : UAW BLACK LAKE EMPLOYEES PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$3,060,014
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,766,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,766,668
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$23,829,041
Value of total assets at beginning of year2017-12-31$22,535,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$29,057
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$14,056
Administrative expenses (other) incurred2017-12-31$11
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$1,293,335
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,829,041
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,535,706
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
Value of interest in master investment trust accounts at end of year2017-12-31$23,799,984
Value of interest in master investment trust accounts at beginning of year2017-12-31$22,521,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,766,668
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2017-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2017-12-31382821807
2016 : UAW BLACK LAKE EMPLOYEES PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$1,989,074
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,778,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,778,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$22,535,706
Value of total assets at beginning of year2016-12-31$22,324,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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 end of year2016-12-31$14,056
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$14,162
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$210,799
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,535,706
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,324,907
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
Value of interest in master investment trust accounts at end of year2016-12-31$22,521,650
Value of interest in master investment trust accounts at beginning of year2016-12-31$22,310,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,778,275
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2016-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2016-12-31382821807
2015 : UAW BLACK LAKE EMPLOYEES PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$99,092
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,804,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,804,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$22,324,907
Value of total assets at beginning of year2015-12-31$24,030,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$14,162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$357,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,705,901
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,324,907
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,030,808
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
Value of interest in master investment trust accounts at end of year2015-12-31$22,310,745
Value of interest in master investment trust accounts at beginning of year2015-12-31$23,493,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Employer contributions (assets) at beginning of year2015-12-31$180,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,804,993
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2015-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2015-12-31382821807
2014 : UAW BLACK LAKE EMPLOYEES 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$1,986,245
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,804,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,804,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$360,000
Value of total assets at end of year2014-12-31$24,030,808
Value of total assets at beginning of year2014-12-31$23,849,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$750,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$357,194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$331,816
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$181,532
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,030,808
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,849,276
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
Value of interest in master investment trust accounts at end of year2014-12-31$23,493,614
Value of interest in master investment trust accounts at beginning of year2014-12-31$23,097,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$360,000
Employer contributions (assets) at end of year2014-12-31$180,000
Employer contributions (assets) at beginning of year2014-12-31$420,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,804,713
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2014-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2014-12-31382821807
2013 : UAW BLACK LAKE EMPLOYEES 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$4,348,115
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,799,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,799,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$840,000
Value of total assets at end of year2013-12-31$23,849,276
Value of total assets at beginning of year2013-12-31$21,301,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$750,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$331,816
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$196,963
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$2,548,212
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,849,276
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,301,064
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
Value of interest in master investment trust accounts at end of year2013-12-31$23,097,460
Value of interest in master investment trust accounts at beginning of year2013-12-31$21,104,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$840,000
Employer contributions (assets) at end of year2013-12-31$420,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,799,903
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2013-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2013-12-31382821807
2012 : UAW BLACK LAKE EMPLOYEES PENSION PLAN 2012 401k financial data
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$3,462,355
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,820,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,820,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$975,000
Value of total assets at end of year2012-12-31$21,301,064
Value of total assets at beginning of year2012-12-31$19,659,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$750,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$196,963
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$57,837
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$1,641,685
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,301,064
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,659,378
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
Value of interest in master investment trust accounts at end of year2012-12-31$21,104,101
Value of interest in master investment trust accounts at beginning of year2012-12-31$19,100,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$975,000
Employer contributions (assets) at beginning of year2012-12-31$501,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,820,670
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2012-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2012-12-31382821807
2011 : UAW BLACK LAKE EMPLOYEES PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$1,131,108
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,734,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,734,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$911,476
Value of total assets at end of year2011-12-31$19,659,378
Value of total assets at beginning of year2011-12-31$20,263,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$750,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$57,837
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-603,796
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,659,378
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,263,174
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
Value of interest in master investment trust accounts at end of year2011-12-31$19,100,541
Value of interest in master investment trust accounts at beginning of year2011-12-31$17,243,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$911,476
Employer contributions (assets) at end of year2011-12-31$501,000
Employer contributions (assets) at beginning of year2011-12-31$3,020,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,734,904
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2011-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2011-12-31382821807
2010 : UAW BLACK LAKE EMPLOYEES 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$5,324,316
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,155,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,155,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,399,796
Value of total assets at end of year2010-12-31$20,263,174
Value of total assets at beginning of year2010-12-31$16,094,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$750,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$14
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,007
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$4,168,835
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,263,174
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,094,339
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
Value of interest in master investment trust accounts at end of year2010-12-31$17,243,160
Value of interest in master investment trust accounts at beginning of year2010-12-31$15,592,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$3,399,796
Employer contributions (assets) at end of year2010-12-31$3,020,000
Employer contributions (assets) at beginning of year2010-12-31$500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,155,481
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2010-12-31CLARENCE H. JOHNSON, P.C.
Accountancy firm EIN2010-12-31382821807
2009 : UAW BLACK LAKE EMPLOYEES PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UAW BLACK LAKE EMPLOYEES PENSION PLAN

2022: UAW BLACK LAKE EMPLOYEES PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UAW BLACK LAKE EMPLOYEES PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UAW BLACK LAKE EMPLOYEES PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UAW BLACK LAKE EMPLOYEES PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UAW BLACK LAKE EMPLOYEES 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UAW BLACK LAKE EMPLOYEES 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UAW BLACK LAKE EMPLOYEES 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UAW BLACK LAKE EMPLOYEES 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UAW BLACK LAKE EMPLOYEES 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UAW BLACK LAKE EMPLOYEES 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UAW BLACK LAKE EMPLOYEES 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UAW BLACK LAKE EMPLOYEES 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UAW BLACK LAKE EMPLOYEES 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3