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LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 401k Plan overview

Plan NameLUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN
Plan identification number 001

LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.
  • Life insurance

401k Sponsoring company profile

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

Company Name:LUMBERMENS, INC.
Employer identification number (EIN):383367986
NAIC Classification:423300

Additional information about LUMBERMENS, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1949-03-30
Company Identification Number: 232002653
Legal Registered Office Address: 711 CAPITOL WAY S STE 204

OLYMPIA
United States of America (USA)
985011267

More information about LUMBERMENS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DALE BRYANT DALE BRYANT2018-10-05
0012016-01-01DALE BRYANT DALE BRYANT2017-09-25
0012015-01-01DALE BRYANT DALE BRYANT2016-10-12
0012014-01-01DALE BRYANT DALE BRYANT2015-10-13
0012013-01-01DALE BRYANT DALE BRYANT2014-10-15
0012012-01-01DALE BRYANT DALE BRYANT2013-10-15
0012011-01-01DALE BRYANT DALE BRYANT2012-10-15
0012010-01-01DALE BRYANT
0012009-01-01DALE BRYANT DALE BRYANT2010-10-13
0012005-01-01DALE BRYANT

Plan Statistics for LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

401k plan membership statisitcs for LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

Measure Date Value
2022: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01634
Total number of active participants reported on line 7a of the Form 55002022-01-01506
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01197
Total of all active and inactive participants2022-01-01705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01707
Number of participants with account balances2022-01-01694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0142
2021: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01581
Total number of active participants reported on line 7a of the Form 55002021-01-01441
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01176
Total of all active and inactive participants2021-01-01621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01621
Number of participants with account balances2021-01-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0146
2020: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01549
Total number of active participants reported on line 7a of the Form 55002020-01-01395
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01154
Total of all active and inactive participants2020-01-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01551
Number of participants with account balances2020-01-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0138
2019: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01533
Total number of active participants reported on line 7a of the Form 55002019-01-01391
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01142
Total of all active and inactive participants2019-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01537
Number of participants with account balances2019-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0132
2018: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01495
Total number of active participants reported on line 7a of the Form 55002018-01-01376
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01134
Total of all active and inactive participants2018-01-01515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01517
Number of participants with account balances2018-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0144
2017: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01436
Total number of active participants reported on line 7a of the Form 55002017-01-01383
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01110
Total of all active and inactive participants2017-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01496
Number of participants with account balances2017-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01451
Total number of active participants reported on line 7a of the Form 55002016-01-01343
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01105
Total of all active and inactive participants2016-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01448
Number of participants with account balances2016-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0128
2015: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01414
Total number of active participants reported on line 7a of the Form 55002015-01-01323
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01102
Total of all active and inactive participants2015-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01426
Number of participants with account balances2015-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01389
Total number of active participants reported on line 7a of the Form 55002014-01-01333
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01401
Number of participants with account balances2014-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01351
Total number of active participants reported on line 7a of the Form 55002013-01-01298
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01359
Number of participants with account balances2013-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01335
Total number of active participants reported on line 7a of the Form 55002012-01-01264
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0165
Total of all active and inactive participants2012-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01330
Number of participants with account balances2012-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01309
Total number of active participants reported on line 7a of the Form 55002011-01-01248
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0176
Total of all active and inactive participants2011-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01327
Number of participants with account balances2011-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01307
Total number of active participants reported on line 7a of the Form 55002010-01-01219
Number of retired or separated participants receiving benefits2010-01-0111
Number of other retired or separated participants entitled to future benefits2010-01-0179
Total of all active and inactive participants2010-01-01309
Total participants2010-01-01309
Number of participants with account balances2010-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01308
Total number of active participants reported on line 7a of the Form 55002009-01-01216
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0178
Total of all active and inactive participants2009-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01296
Number of participants with account balances2009-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019
2005: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-01321
Total number of active participants reported on line 7a of the Form 55002005-01-01234
Number of retired or separated participants receiving benefits2005-01-014
Number of other retired or separated participants entitled to future benefits2005-01-0162
Total of all active and inactive participants2005-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-01300
Number of participants with account balances2005-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-0113

Financial Data on LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

Measure Date Value
2022 : LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$12,446,934
Total unrealized appreciation/depreciation of assets2022-12-31$12,446,934
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,398,662
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,597,637
Expenses. Interest paid2022-12-31$279,882
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$279,882
Total income from all sources (including contributions)2022-12-31$13,954,579
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,307,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,926,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,709,675
Value of total assets at end of year2022-12-31$109,284,020
Value of total assets at beginning of year2022-12-31$103,835,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,727
Total interest from all sources2022-12-31$39,732
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$32,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$32,945
Administrative expenses professional fees incurred2022-12-31$1,620
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
Contributions received from participants2022-12-31$1,683,275
Participant contributions at end of year2022-12-31$241,574
Participant contributions at beginning of year2022-12-31$210,160
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$258,764
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$739,424
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$342
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$5
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$5,398,662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,597,637
Other income not declared elsewhere2022-12-31$-244,144
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$5,647,539
Value of net assets at end of year (total assets less liabilities)2022-12-31$103,885,358
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$98,237,819
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$2,918,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,720,341
Value of interest in pooled separate accounts at end of year2022-12-31$11,562,993
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,257,441
Interest on participant loans2022-12-31$10,899
Interest earned on other investments2022-12-31$26,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$71,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$148,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$148,999
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,405,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,015,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-756,344
Net investment gain/loss from pooled separate accounts2022-12-31$-2,274,219
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
Assets. Invements in employer securities at end of year2022-12-31$93,084,171
Assets. Invements in employer securities at beginning of year2022-12-31$84,220,306
Contributions received in cash from employer2022-12-31$2,286,976
Employer contributions (assets) at beginning of year2022-12-31$4,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,926,431
Contract administrator fees2022-12-31$99,107
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$29,944,376
Total unrealized appreciation/depreciation of assets2021-12-31$29,944,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,597,637
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,787,137
Expenses. Interest paid2021-12-31$289,357
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$289,357
Total income from all sources (including contributions)2021-12-31$35,539,403
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,890,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,543,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,615,038
Value of total assets at end of year2021-12-31$103,835,456
Value of total assets at beginning of year2021-12-31$72,376,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$57,780
Total interest from all sources2021-12-31$31,517
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$94,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$94,876
Administrative expenses professional fees incurred2021-12-31$3,986
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$743,946
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,350,066
Participant contributions at end of year2021-12-31$210,160
Participant contributions at beginning of year2021-12-31$188,758
Assets. Other investments not covered elsewhere at end of year2021-12-31$258,764
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$266,355
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$62,436
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$5
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,597,637
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$5,787,137
Other income not declared elsewhere2021-12-31$22,054
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$31,648,708
Value of net assets at end of year (total assets less liabilities)2021-12-31$98,237,819
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$66,589,111
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$3,720,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,472,997
Value of interest in pooled separate accounts at end of year2021-12-31$13,257,441
Interest on participant loans2021-12-31$9,411
Interest earned on other investments2021-12-31$22,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$148,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$452,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$452,880
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,015,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,975,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,626,121
Net investment gain/loss from pooled separate accounts2021-12-31$205,421
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
Assets. Invements in employer securities at end of year2021-12-31$84,220,306
Assets. Invements in employer securities at beginning of year2021-12-31$55,019,876
Contributions received in cash from employer2021-12-31$2,202,536
Employer contributions (assets) at end of year2021-12-31$4,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,543,558
Contract administrator fees2021-12-31$53,794
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$12,321,315
Total unrealized appreciation/depreciation of assets2020-12-31$12,321,315
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,787,137
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,967,613
Expenses. Interest paid2020-12-31$298,381
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$298,381
Total income from all sources (including contributions)2020-12-31$18,109,626
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,525,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,201,188
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,907,662
Value of total assets at end of year2020-12-31$72,376,248
Value of total assets at beginning of year2020-12-31$58,973,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,381
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$34,141
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$177,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$177,558
Administrative expenses professional fees incurred2020-12-31$5,832
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$1,391,592
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,263,544
Participant contributions at end of year2020-12-31$188,758
Participant contributions at beginning of year2020-12-31$216,835
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$266,355
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$295,818
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$530,576
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$5,787,137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$5,967,613
Other income not declared elsewhere2020-12-31$-28,945
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$13,583,676
Value of net assets at end of year (total assets less liabilities)2020-12-31$66,589,111
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$53,005,435
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,472,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,199,672
Interest on participant loans2020-12-31$10,492
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$22,796
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$452,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$218,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$218,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,975,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,952,234
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,697,895
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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
Assets. Invements in employer securities at end of year2020-12-31$55,019,876
Assets. Invements in employer securities at beginning of year2020-12-31$44,090,078
Contributions received in cash from employer2020-12-31$2,113,542
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,201,188
Contract administrator fees2020-12-31$20,549
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,256,090
Total unrealized appreciation/depreciation of assets2019-12-31$5,256,090
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,967,613
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,915,596
Expenses. Interest paid2019-12-31$302,463
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$302,463
Total income from all sources (including contributions)2019-12-31$10,445,516
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,338,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,017,527
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,989,489
Value of total assets at end of year2019-12-31$58,973,048
Value of total assets at beginning of year2019-12-31$52,814,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,713
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$37,585
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$174,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$174,670
Administrative expenses professional fees incurred2019-12-31$0
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$2,086,460
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$1,122,642
Participant contributions at end of year2019-12-31$216,835
Participant contributions at beginning of year2019-12-31$209,207
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$295,818
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$304,148
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$191,362
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$379
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$475
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$5,967,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$6,915,596
Other income not declared elsewhere2019-12-31$11,777
Administrative expenses (other) incurred2019-12-31$2,577
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$7,106,813
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,005,435
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$45,898,622
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,199,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,645,064
Interest on participant loans2019-12-31$11,802
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$21,220
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$218,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$215,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$215,950
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,952,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,518,925
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,975,905
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$44,090,078
Assets. Invements in employer securities at beginning of year2019-12-31$40,920,449
Contributions received in cash from employer2019-12-31$1,675,485
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,017,527
Contract administrator fees2019-12-31$16,136
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-5,361,103
Total unrealized appreciation/depreciation of assets2018-12-31$-5,361,103
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,915,596
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,361,929
Expenses. Interest paid2018-12-31$238,786
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$238,786
Total income from all sources (including contributions)2018-12-31$-3,013,626
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,736,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,487,735
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,035,849
Value of total assets at end of year2018-12-31$52,814,218
Value of total assets at beginning of year2018-12-31$58,010,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,547
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$30,254
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$149,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$149,016
Administrative expenses professional fees incurred2018-12-31$0
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$3,911,181
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$1,082,630
Participant contributions at end of year2018-12-31$209,207
Participant contributions at beginning of year2018-12-31$192,083
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$304,148
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$349,943
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$548,700
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$200
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$6,915,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$4,361,929
Other income not declared elsewhere2018-12-31$11,638
Administrative expenses (other) incurred2018-12-31$2,570
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-7,749,694
Value of net assets at end of year (total assets less liabilities)2018-12-31$45,898,622
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$53,648,316
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,645,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,409,111
Interest on participant loans2018-12-31$10,989
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$15,568
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$215,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$211,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$211,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,518,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,363,130
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-879,280
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$40,920,449
Assets. Invements in employer securities at beginning of year2018-12-31$46,460,038
Contributions received in cash from employer2018-12-31$1,404,519
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$24,738
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,487,535
Contract administrator fees2018-12-31$6,977
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$6,510,421
Total unrealized appreciation/depreciation of assets2017-12-31$6,510,421
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,361,929
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,020,884
Expenses. Interest paid2017-12-31$199,809
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$199,809
Total income from all sources (including contributions)2017-12-31$10,690,739
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,764,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,557,117
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,914,509
Value of total assets at end of year2017-12-31$58,010,245
Value of total assets at beginning of year2017-12-31$49,743,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,660
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$25,189
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$127,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$127,779
Administrative expenses professional fees incurred2017-12-31$0
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$1,184,025
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$1,029,051
Participant contributions at end of year2017-12-31$192,083
Participant contributions at beginning of year2017-12-31$202,262
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$349,943
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$368,406
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$617,459
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$159
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$11
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$4,361,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$4,020,884
Other income not declared elsewhere2017-12-31$12,645
Administrative expenses (other) incurred2017-12-31$1,302
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$7,926,153
Value of net assets at end of year (total assets less liabilities)2017-12-31$53,648,316
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$45,722,163
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,409,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,607,898
Interest on participant loans2017-12-31$8,514
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$16,440
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$211,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$12,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$12,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,363,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,602,595
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,100,196
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$46,460,038
Assets. Invements in employer securities at beginning of year2017-12-31$39,949,616
Contributions received in cash from employer2017-12-31$1,267,999
Employer contributions (assets) at end of year2017-12-31$24,738
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,556,218
Contract administrator fees2017-12-31$6,358
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$14,050,081
Total unrealized appreciation/depreciation of assets2016-12-31$14,050,081
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,020,884
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,367,905
Expenses. Interest paid2016-12-31$198,794
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$198,794
Total income from all sources (including contributions)2016-12-31$17,562,671
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,155,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,946,612
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$3,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,932,958
Value of total assets at end of year2016-12-31$49,743,047
Value of total assets at beginning of year2016-12-31$35,683,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,024
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$27,352
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$91,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$91,681
Administrative expenses professional fees incurred2016-12-31$0
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$1,229,692
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$930,743
Participant contributions at end of year2016-12-31$202,262
Participant contributions at beginning of year2016-12-31$244,536
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$30,135
Assets. Other investments not covered elsewhere at end of year2016-12-31$368,406
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$371,222
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$192,186
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$568
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$11
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,020,884
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$4,367,905
Other income not declared elsewhere2016-12-31$-4,861
Administrative expenses (other) incurred2016-12-31$1,531
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$14,407,059
Value of net assets at end of year (total assets less liabilities)2016-12-31$45,722,163
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,315,104
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,607,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,559,075
Interest on participant loans2016-12-31$9,572
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$17,745
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$12,259
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$13,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$13,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$35
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,602,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,564,741
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$465,460
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$39,949,616
Assets. Invements in employer securities at beginning of year2016-12-31$25,899,534
Contributions received in cash from employer2016-12-31$1,810,029
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,946,044
Contract administrator fees2016-12-31$5,493
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$3,939,531
Total unrealized appreciation/depreciation of assets2015-12-31$3,939,531
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,367,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,329,900
Expenses. Interest paid2015-12-31$242,681
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$242,681
Total income from all sources (including contributions)2015-12-31$6,415,529
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,415,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,163,060
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,475,137
Value of total assets at end of year2015-12-31$35,683,009
Value of total assets at beginning of year2015-12-31$31,644,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,564
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$30,376
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$92,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$92,762
Administrative expenses professional fees incurred2015-12-31$0
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$386,133
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$821,982
Participant contributions at end of year2015-12-31$244,536
Participant contributions at beginning of year2015-12-31$260,125
Participant contributions at end of year2015-12-31$30,135
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$371,222
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$355,854
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$41,725
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$6,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$4,367,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,329,900
Other income not declared elsewhere2015-12-31$12,211
Administrative expenses (other) incurred2015-12-31$1,636
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$1
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$5,000,224
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,315,104
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,314,880
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,559,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,530,642
Interest on participant loans2015-12-31$10,791
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$19,583
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$13,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$15,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$15,396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,564,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,522,760
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-134,488
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$25,899,534
Assets. Invements in employer securities at beginning of year2015-12-31$21,960,002
Contributions received in cash from employer2015-12-31$1,611,430
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,156,310
Contract administrator fees2015-12-31$7,928
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CROWE HORWATH
Accountancy firm EIN2015-12-31350921680
2014 : LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-49,589
Total unrealized appreciation/depreciation of assets2014-12-31$-49,589
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,329,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,027,338
Expenses. Interest paid2014-12-31$290,519
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$290,519
Total income from all sources (including contributions)2014-12-31$2,719,548
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,030,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$725,404
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,407,652
Value of total assets at end of year2014-12-31$31,644,780
Value of total assets at beginning of year2014-12-31$30,653,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,661
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$29,611
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$114,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$114,559
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$557,525
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$740,509
Participant contributions at end of year2014-12-31$260,125
Participant contributions at beginning of year2014-12-31$216,693
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$355,854
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$340,836
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$109,501
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$188
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$5,329,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$6,027,338
Other income not declared elsewhere2014-12-31$12,497
Administrative expenses (other) incurred2014-12-31$1,279
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$1
Total non interest bearing cash at beginning of year2014-12-31$1
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$1,688,964
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,314,880
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,625,916
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,530,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,637,909
Interest on participant loans2014-12-31$9,827
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$19,782
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$15,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$16,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$16,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,522,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,431,555
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$204,818
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$21,960,002
Assets. Invements in employer securities at beginning of year2014-12-31$22,009,590
Contributions received in cash from employer2014-12-31$1,557,642
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$725,216
Contract administrator fees2014-12-31$13,382
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31CROWE HORWATH
Accountancy firm EIN2014-12-31350921680
2013 : LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,626,504
Total unrealized appreciation/depreciation of assets2013-12-31$1,626,504
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,027,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,042,648
Expenses. Interest paid2013-12-31$315,167
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$315,167
Total income from all sources (including contributions)2013-12-31$5,317,926
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,662,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,335,483
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,770,338
Value of total assets at end of year2013-12-31$30,653,254
Value of total assets at beginning of year2013-12-31$27,012,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,675
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$29,027
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$86,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$86,762
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$937,648
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$497,543
Participant contributions at end of year2013-12-31$216,693
Participant contributions at beginning of year2013-12-31$216,000
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$340,836
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$327,332
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$580,515
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$6,027,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,042,648
Other income not declared elsewhere2013-12-31$-201,574
Administrative expenses (other) incurred2013-12-31$1,230
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$1
Total non interest bearing cash at beginning of year2013-12-31$0
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$3,655,601
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,625,916
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,970,315
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,637,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,599,738
Interest on participant loans2013-12-31$9,064
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$19,961
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$16,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$18,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$18,243
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,431,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,468,563
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,006,869
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$22,009,590
Assets. Invements in employer securities at beginning of year2013-12-31$20,383,087
Contributions received in cash from employer2013-12-31$1,692,280
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,335,483
Contract administrator fees2013-12-31$10,445
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CROWE HORWATH
Accountancy firm EIN2013-12-31350921680
2012 : LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,430,354
Total unrealized appreciation/depreciation of assets2012-12-31$1,430,354
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,042,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,030,054
Expenses. Interest paid2012-12-31$326,430
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$326,430
Total income from all sources (including contributions)2012-12-31$3,807,829
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,831,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,496,039
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,741,319
Value of total assets at end of year2012-12-31$27,012,963
Value of total assets at beginning of year2012-12-31$25,024,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,286
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$35,565
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$137,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$137,480
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$1,027,780
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$396,085
Participant contributions at end of year2012-12-31$216,000
Participant contributions at beginning of year2012-12-31$186,708
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$327,332
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$313,035
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,612
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$12
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,042,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,030,054
Other income not declared elsewhere2012-12-31$14,296
Administrative expenses (other) incurred2012-12-31$47
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$1,976,074
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,970,315
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,994,241
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$1,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,599,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,032,025
Interest on participant loans2012-12-31$8,021
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$27,448
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$18,243
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$20,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$20,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$96
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,468,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,519,738
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$448,815
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$20,383,087
Assets. Invements in employer securities at beginning of year2012-12-31$18,952,733
Contributions received in cash from employer2012-12-31$1,341,622
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,496,039
Contract administrator fees2012-12-31$8,039
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,726,782
Total unrealized appreciation/depreciation of assets2011-12-31$1,726,782
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,030,054
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,888,460
Expenses. Interest paid2011-12-31$359,470
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$359,470
Total income from all sources (including contributions)2011-12-31$3,428,662
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,123,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$759,121
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,639,411
Value of total assets at end of year2011-12-31$25,024,295
Value of total assets at beginning of year2011-12-31$23,577,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,307
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$26,045
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$110,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$110,496
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$235,625
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$375,120
Participant contributions at end of year2011-12-31$186,708
Participant contributions at beginning of year2011-12-31$252,283
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$313,035
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$299,132
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$45,747
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$12
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$13
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,030,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,888,460
Other income not declared elsewhere2011-12-31$13,903
Administrative expenses (other) incurred2011-12-31$756
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$2,304,764
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,994,241
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,689,477
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,032,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,492,538
Interest on participant loans2011-12-31$9,963
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$15,955
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$20,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$21,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$21,117
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,519,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$51,279
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-397,713
Net investment gain/loss from pooled separate accounts2011-12-31$309,738
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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
Assets. Invements in employer securities at end of year2011-12-31$18,952,733
Assets. Invements in employer securities at beginning of year2011-12-31$17,461,575
Contributions received in cash from employer2011-12-31$1,218,544
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$759,121
Contract administrator fees2011-12-31$4,551
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CROWE HORWATH
Accountancy firm EIN2011-12-31350921680
2010 : LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,110,338
Total unrealized appreciation/depreciation of assets2010-12-31$1,110,338
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,888,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,714,693
Expenses. Interest paid2010-12-31$173,123
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$173,123
Total income from all sources (including contributions)2010-12-31$3,631,233
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,193,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,000,526
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,503,442
Value of total assets at end of year2010-12-31$23,577,937
Value of total assets at beginning of year2010-12-31$21,966,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,874
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$10,864
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
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$503,618
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$263,233
Participant contributions at end of year2010-12-31$252,283
Participant contributions at beginning of year2010-12-31$183,055
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$299,132
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$280,913
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,466
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$13
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$9
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,888,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$7,714,693
Other income not declared elsewhere2010-12-31$301,808
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$2,437,710
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,689,477
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,251,767
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$5,492,538
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,082,913
Interest on participant loans2010-12-31$10,808
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$21,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$20,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$20,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$56
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$51,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$48,212
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$704,781
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$17,461,575
Assets. Invements in employer securities at beginning of year2010-12-31$16,351,237
Contributions received in cash from employer2010-12-31$1,238,743
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,000,526
Contract administrator fees2010-12-31$19,874
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CROWE HORWATH
Accountancy firm EIN2010-12-31350921680
2009 : LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS 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$166,984
2005 : LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2005 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2005-12-31$-4,795,108
Total unrealized appreciation/depreciation of assets2005-12-31$-4,795,108
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-12-31$7,919,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2005-12-31$7,177,190
Expenses. Interest paid2005-12-31$481,868
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022005-12-31$481,868
Total income from all sources (including contributions)2005-12-31$-2,503,296
Total of all expenses incurred2005-12-31$4,140,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2005-12-31$3,635,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2005-12-31$1,841,586
Value of total assets at end of year2005-12-31$30,066,221
Value of total assets at beginning of year2005-12-31$35,968,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2005-12-31$23,038
Total interest from all sources2005-12-31$15,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2005-12-31No
Was this plan covered by a fidelity bond2005-12-31Yes
Value of fidelity bond cover2005-12-31$500,000
If this is an individual account plan, was there a blackout period2005-12-31No
Were there any nonexempt tranactions with any party-in-interest2005-12-31No
Contributions received from participants2005-12-31$461,562
Participant contributions at end of year2005-12-31$176,579
Participant contributions at beginning of year2005-12-31$182,804
Assets. Other investments not covered elsewhere at end of year2005-12-31$571,202
Assets. Other investments not covered elsewhere at beginning of year2005-12-31$533,106
Income. Received or receivable in cash from other sources (including rollovers)2005-12-31$69,818
Value of other receiveables (less allowance for doubtful accounts) at end of year2005-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2005-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2005-12-31$7,919,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2005-12-31$7,177,190
Other income not declared elsewhere2005-12-31$38,096
Administrative expenses (other) incurred2005-12-31$23,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2005-12-31No
Value of net income/loss2005-12-31$-6,644,009
Value of net assets at end of year (total assets less liabilities)2005-12-31$22,147,131
Value of net assets at beginning of year (total assets less liabilities)2005-12-31$28,791,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2005-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2005-12-31No
Were any leases to which the plan was party in default or uncollectible2005-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2005-12-31$5,968,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2005-12-31$5,882,919
Interest on participant loans2005-12-31$10,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2005-12-31$662,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2005-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2005-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2005-12-31$5,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2005-12-31$172,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2005-12-31$175,188
Net investment gain/loss from pooled separate accounts2005-12-31$396,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2005-12-31No
Was there a failure to transmit to the plan any participant contributions2005-12-31No
Has the plan failed to provide any benefit when due under the plan2005-12-31No
Assets. Invements in employer securities at end of year2005-12-31$22,102,440
Assets. Invements in employer securities at beginning of year2005-12-31$28,533,591
Contributions received in cash from employer2005-12-31$1,310,206
Employer contributions (assets) at end of year2005-12-31$413,138
Employer contributions (assets) at beginning of year2005-12-31$660,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2005-12-31$3,635,807
Did the plan have assets held for investment2005-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2005-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2005-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2005-12-31No
Opinion of an independent qualified public accountant for this plan2005-12-31Unqualified
Accountancy firm name2005-12-31CROWE CHIZEK AND COMPANY LLC
Accountancy firm EIN2005-12-31350921680

Form 5500 Responses for LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

2022: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2005: LUMBERMEN'S EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedYes
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25790
Policy instance 3
Insurance contract or identification number25790
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered627
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number711806
Policy instance 2
Insurance contract or identification number711806
Number of Individuals Covered627
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number711806
Policy instance 2
Insurance contract or identification number711806
Number of Individuals Covered544
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $68
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered544
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,647
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,647
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered551
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,161
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,161
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered537
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,318
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,318
Amount paid for insurance broker fees0
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25790
Policy instance 2
Insurance contract or identification number25790
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $95
Total amount of fees paid to insurance companyUSD $58
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $80
Amount paid for insurance broker fees56
Additional information about fees paid to insurance brokerPERSISTENCY FEES, OTHER COMPENSATION
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25790
Policy instance 2
Insurance contract or identification number25790
Number of Individuals Covered10
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $71
Total amount of fees paid to insurance companyUSD $90
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56
Amount paid for insurance broker fees89
Additional information about fees paid to insurance brokerPERSISTENCY FEES, OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameWESTERN MI GROUP LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered496
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,662
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,662
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY DW INC
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25790
Policy instance 2
Insurance contract or identification number25790
Number of Individuals Covered11
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $75
Total amount of fees paid to insurance companyUSD $117
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Welfare Benefit Premiums Paid to CarrierUSD $669
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59
Amount paid for insurance broker fees116
Additional information about fees paid to insurance brokerSERVICE FEE/PERSISTENCY FEE
Insurance broker organization code?3
Insurance broker nameWESTERN MI GROUP LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,549
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,549
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY DW INC
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25790
Policy instance 2
Insurance contract or identification number25790
Number of Individuals Covered12
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $117
Total amount of fees paid to insurance companyUSD $72
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $99
Amount paid for insurance broker fees72
Additional information about fees paid to insurance brokerPERSISTENCY
Insurance broker organization code?3
Insurance broker nameWESTERN MI GROUP LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered401
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,372
Total amount of fees paid to insurance companyUSD $17
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,372
Amount paid for insurance broker fees17
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY DW INC
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25790
Policy instance 2
Insurance contract or identification number25790
Number of Individuals Covered12
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $75
Total amount of fees paid to insurance companyUSD $111
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59
Amount paid for insurance broker fees109
Additional information about fees paid to insurance brokerPERSISTENCY FEES & OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameWESTERN MI GROUP LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered319
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,790
Total amount of fees paid to insurance companyUSD $7,535
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,952
Amount paid for insurance broker fees5879
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INS SERVICES INC
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25790
Policy instance 2
Insurance contract or identification number25790
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $59
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Welfare Benefit Premiums Paid to CarrierUSD $5,929
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameROSS A HOEZEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,375
Total amount of fees paid to insurance companyUSD $5,033
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,322
Amount paid for insurance broker fees3432
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INS SERVICES INC
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25790
Policy instance 3
Insurance contract or identification number25790
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-03-08
Total amount of commissions paid to insurance brokerUSD $59
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered210
Insurance policy start date2011-07-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,548
Total amount of fees paid to insurance companyUSD $2,728
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83058
Policy instance 2
Insurance contract or identification number83058
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-07-07
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83058
Policy instance 1
Insurance contract or identification number83058
Number of Individuals Covered166
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,337
Total amount of fees paid to insurance companyUSD $3,870
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number25790
Policy instance 2
Insurance contract or identification number25790
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $59
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83058
Policy instance 2
Insurance contract or identification number83058
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
Total amount of commissions paid to insurance brokerUSD $17,258
Total amount of fees paid to insurance companyUSD $3,931
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,258
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameKDP RETIREMENT PLAN SERVICES, INC.
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number0607633760
Policy instance 1
Insurance contract or identification number0607633760
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT WEST LIFE (National Association of Insurance Commissioners NAIC id number: 80705 )
Policy contract number03797
Policy instance 3
Insurance contract or identification number03797
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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