WISCONSIN EDUCATION ASSOCIATION COUNCIL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UEA POST-RETIREMENT BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022: UEA POST-RETIREMENT BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-09-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-09-01 | 6 |
| Number of retired or separated participants receiving benefits | 2022-09-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2022-09-01 | 0 |
| Total of all active and inactive participants | 2022-09-01 | 17 |
| Number of employers contributing to the scheme | 2022-09-01 | 7 |
| 2021: UEA POST-RETIREMENT BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-09-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 9 |
| Number of retired or separated participants receiving benefits | 2021-09-01 | 23 |
| Number of other retired or separated participants entitled to future benefits | 2021-09-01 | 0 |
| Total of all active and inactive participants | 2021-09-01 | 32 |
| Number of employers contributing to the scheme | 2021-09-01 | 7 |
| 2020: UEA POST-RETIREMENT BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-09-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2020-09-01 | 22 |
| Total of all active and inactive participants | 2020-09-01 | 32 |
| Number of employers contributing to the scheme | 2020-09-01 | 8 |
| 2019: UEA POST-RETIREMENT BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-09-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2019-09-01 | 22 |
| Total of all active and inactive participants | 2019-09-01 | 26 |
| Number of employers contributing to the scheme | 2019-09-01 | 8 |
| 2018: UEA POST-RETIREMENT BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-09-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2018-09-01 | 20 |
| Total of all active and inactive participants | 2018-09-01 | 26 |
| Number of employers contributing to the scheme | 2018-09-01 | 8 |
| 2017: UEA POST-RETIREMENT BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-09-01 | 37 |
| Number of other retired or separated participants entitled to future benefits | 2017-09-01 | 30 |
| Total of all active and inactive participants | 2017-09-01 | 30 |
| Number of employers contributing to the scheme | 2017-09-01 | 8 |
| 2016: UEA POST-RETIREMENT BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-09-01 | 45 |
| Number of other retired or separated participants entitled to future benefits | 2016-09-01 | 37 |
| Total of all active and inactive participants | 2016-09-01 | 37 |
| Number of employers contributing to the scheme | 2016-09-01 | 8 |
| 2015: UEA POST-RETIREMENT BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-09-01 | 52 |
| Number of retired or separated participants receiving benefits | 2015-09-01 | 45 |
| Total of all active and inactive participants | 2015-09-01 | 45 |
| Number of employers contributing to the scheme | 2015-09-01 | 9 |
| 2014: UEA POST-RETIREMENT BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-09-01 | 35 |
| Number of retired or separated participants receiving benefits | 2014-09-01 | 52 |
| Total of all active and inactive participants | 2014-09-01 | 52 |
| Number of employers contributing to the scheme | 2014-09-01 | 9 |
| 2013: UEA POST-RETIREMENT BENEFIT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-09-01 | 0 |
| Number of retired or separated participants receiving benefits | 2013-09-01 | 35 |
| Total of all active and inactive participants | 2013-09-01 | 35 |
| Number of employers contributing to the scheme | 2013-09-01 | 18 |
| Measure | Date | Value |
|---|
| 2023 : UEA POST-RETIREMENT BENEFIT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-08-31 | $106,521 |
| Expenses. Total of all expenses incurred | 2023-08-31 | $412,306 |
| Benefits paid (including direct rollovers) | 2023-08-31 | $411,206 |
| Total plan assets at end of year | 2023-08-31 | $744,133 |
| Total plan assets at beginning of year | 2023-08-31 | $1,049,918 |
| Value of fidelity bond covering the plan | 2023-08-31 | $1,000,000 |
| Other income received | 2023-08-31 | $17,117 |
| Net income (gross income less expenses) | 2023-08-31 | $-305,785 |
| Net plan assets at end of year (total assets less liabilities) | 2023-08-31 | $744,133 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-08-31 | $1,049,918 |
| Total contributions received or receivable from employer(s) | 2023-08-31 | $89,404 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-08-31 | $1,100 |
| 2022 : UEA POST-RETIREMENT BENEFIT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-08-31 | $345,983 |
| Expenses. Total of all expenses incurred | 2022-08-31 | $613,588 |
| Benefits paid (including direct rollovers) | 2022-08-31 | $612,588 |
| Total plan assets at end of year | 2022-08-31 | $1,049,918 |
| Total plan assets at beginning of year | 2022-08-31 | $1,317,523 |
| Value of fidelity bond covering the plan | 2022-08-31 | $1,000,000 |
| Other income received | 2022-08-31 | $195 |
| Net income (gross income less expenses) | 2022-08-31 | $-267,605 |
| Net plan assets at end of year (total assets less liabilities) | 2022-08-31 | $1,049,918 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-08-31 | $1,317,523 |
| Total contributions received or receivable from employer(s) | 2022-08-31 | $345,788 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-08-31 | $1,000 |
| 2021 : UEA POST-RETIREMENT BENEFIT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-08-31 | $307,910 |
| Expenses. Total of all expenses incurred | 2021-08-31 | $154,947 |
| Benefits paid (including direct rollovers) | 2021-08-31 | $154,147 |
| Total plan assets at end of year | 2021-08-31 | $1,317,523 |
| Total plan assets at beginning of year | 2021-08-31 | $1,164,560 |
| Value of fidelity bond covering the plan | 2021-08-31 | $1,000,000 |
| Other income received | 2021-08-31 | $4,357 |
| Net income (gross income less expenses) | 2021-08-31 | $152,963 |
| Net plan assets at end of year (total assets less liabilities) | 2021-08-31 | $1,317,523 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-08-31 | $1,164,560 |
| Total contributions received or receivable from employer(s) | 2021-08-31 | $303,553 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-08-31 | $800 |
| 2020 : UEA POST-RETIREMENT BENEFIT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-08-31 | $161,232 |
| Expenses. Total of all expenses incurred | 2020-08-31 | $406,175 |
| Benefits paid (including direct rollovers) | 2020-08-31 | $406,175 |
| Total plan assets at end of year | 2020-08-31 | $1,164,560 |
| Total plan assets at beginning of year | 2020-08-31 | $1,409,503 |
| Value of fidelity bond covering the plan | 2020-08-31 | $1,000,000 |
| Other income received | 2020-08-31 | $26,302 |
| Net income (gross income less expenses) | 2020-08-31 | $-244,943 |
| Net plan assets at end of year (total assets less liabilities) | 2020-08-31 | $1,164,560 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-08-31 | $1,409,503 |
| Total contributions received or receivable from employer(s) | 2020-08-31 | $134,930 |
| 2019 : UEA POST-RETIREMENT BENEFIT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-08-31 | $590,251 |
| Expenses. Total of all expenses incurred | 2019-08-31 | $136,607 |
| Benefits paid (including direct rollovers) | 2019-08-31 | $134,337 |
| Total plan assets at end of year | 2019-08-31 | $1,409,503 |
| Total plan assets at beginning of year | 2019-08-31 | $955,859 |
| Value of fidelity bond covering the plan | 2019-08-31 | $250,000 |
| Other income received | 2019-08-31 | $27,428 |
| Net income (gross income less expenses) | 2019-08-31 | $453,644 |
| Net plan assets at end of year (total assets less liabilities) | 2019-08-31 | $1,409,503 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-08-31 | $955,859 |
| Total contributions received or receivable from employer(s) | 2019-08-31 | $562,823 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-08-31 | $2,270 |
| 2017 : UEA POST-RETIREMENT BENEFIT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-08-31 | $818 |
| Total income from all sources | 2017-08-31 | $105,064 |
| Expenses. Total of all expenses incurred | 2017-08-31 | $658,261 |
| Benefits paid (including direct rollovers) | 2017-08-31 | $657,621 |
| Total plan assets at end of year | 2017-08-31 | $1,197,159 |
| Total plan assets at beginning of year | 2017-08-31 | $1,749,538 |
| Value of fidelity bond covering the plan | 2017-08-31 | $250,000 |
| Other income received | 2017-08-31 | $3,693 |
| Net income (gross income less expenses) | 2017-08-31 | $-553,197 |
| Net plan assets at end of year (total assets less liabilities) | 2017-08-31 | $1,196,341 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-08-31 | $1,749,538 |
| Total contributions received or receivable from employer(s) | 2017-08-31 | $101,371 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-08-31 | $640 |
| 2016 : UEA POST-RETIREMENT BENEFIT PLAN 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-08-31 | $270 |
| Total income from all sources | 2016-08-31 | $374,363 |
| Expenses. Total of all expenses incurred | 2016-08-31 | $642,312 |
| Benefits paid (including direct rollovers) | 2016-08-31 | $641,087 |
| Total plan assets at end of year | 2016-08-31 | $1,749,538 |
| Total plan assets at beginning of year | 2016-08-31 | $2,017,757 |
| Value of fidelity bond covering the plan | 2016-08-31 | $250,000 |
| Other income received | 2016-08-31 | $38,713 |
| Net income (gross income less expenses) | 2016-08-31 | $-267,949 |
| Net plan assets at end of year (total assets less liabilities) | 2016-08-31 | $1,749,538 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-08-31 | $2,017,487 |
| Total contributions received or receivable from employer(s) | 2016-08-31 | $335,650 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-08-31 | $1,225 |
| 2015 : UEA POST-RETIREMENT BENEFIT PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-08-31 | $270 |
| Total plan liabilities at beginning of year | 2015-08-31 | $1,110 |
| Total income from all sources | 2015-08-31 | $889,927 |
| Expenses. Total of all expenses incurred | 2015-08-31 | $661,858 |
| Benefits paid (including direct rollovers) | 2015-08-31 | $661,368 |
| Total plan assets at end of year | 2015-08-31 | $2,017,757 |
| Total plan assets at beginning of year | 2015-08-31 | $1,790,528 |
| Value of fidelity bond covering the plan | 2015-08-31 | $250,000 |
| Other income received | 2015-08-31 | $14,531 |
| Net income (gross income less expenses) | 2015-08-31 | $228,069 |
| Net plan assets at end of year (total assets less liabilities) | 2015-08-31 | $2,017,487 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-08-31 | $1,789,418 |
| Total contributions received or receivable from employer(s) | 2015-08-31 | $875,396 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-08-31 | $490 |
| 2014 : UEA POST-RETIREMENT BENEFIT PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-08-31 | $1,110 |
| Total income from all sources | 2014-08-31 | $2,162,944 |
| Expenses. Total of all expenses incurred | 2014-08-31 | $373,526 |
| Benefits paid (including direct rollovers) | 2014-08-31 | $373,526 |
| Total plan assets at end of year | 2014-08-31 | $1,790,528 |
| Other income received | 2014-08-31 | $12,963 |
| Net income (gross income less expenses) | 2014-08-31 | $1,789,418 |
| Net plan assets at end of year (total assets less liabilities) | 2014-08-31 | $1,789,418 |
| Total contributions received or receivable from employer(s) | 2014-08-31 | $2,149,981 |
| 2022: UEA POST-RETIREMENT BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-09-01 | Type of plan entity | Multi-employer plan |
| 2022-09-01 | Plan is a collectively bargained plan | Yes |
| 2022-09-01 | Plan funding arrangement – Trust | Yes |
| 2022-09-01 | Plan benefit arrangement - Trust | Yes |
| 2021: UEA POST-RETIREMENT BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-09-01 | Type of plan entity | Multi-employer plan |
| 2021-09-01 | Plan is a collectively bargained plan | Yes |
| 2021-09-01 | Plan funding arrangement – Trust | Yes |
| 2021-09-01 | Plan benefit arrangement - Trust | Yes |
| 2020: UEA POST-RETIREMENT BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-09-01 | Type of plan entity | Multi-employer plan |
| 2020-09-01 | Plan is a collectively bargained plan | Yes |
| 2020-09-01 | Plan funding arrangement – Trust | Yes |
| 2020-09-01 | Plan benefit arrangement - Trust | Yes |
| 2019: UEA POST-RETIREMENT BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-09-01 | Type of plan entity | Multi-employer plan |
| 2019-09-01 | Plan is a collectively bargained plan | Yes |
| 2019-09-01 | Plan funding arrangement – Trust | Yes |
| 2019-09-01 | Plan benefit arrangement - Trust | Yes |
| 2018: UEA POST-RETIREMENT BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-09-01 | Type of plan entity | Multi-employer plan |
| 2018-09-01 | Plan is a collectively bargained plan | Yes |
| 2018-09-01 | Plan funding arrangement – Trust | Yes |
| 2018-09-01 | Plan benefit arrangement - Trust | Yes |
| 2017: UEA POST-RETIREMENT BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-09-01 | Type of plan entity | Multi-employer plan |
| 2017-09-01 | Plan is a collectively bargained plan | Yes |
| 2017-09-01 | Plan funding arrangement – Trust | Yes |
| 2017-09-01 | Plan benefit arrangement - Trust | Yes |
| 2016: UEA POST-RETIREMENT BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-09-01 | Type of plan entity | Multi-employer plan |
| 2016-09-01 | Plan is a collectively bargained plan | Yes |
| 2016-09-01 | Plan funding arrangement – Trust | Yes |
| 2016-09-01 | Plan benefit arrangement - Trust | Yes |
| 2015: UEA POST-RETIREMENT BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-09-01 | Type of plan entity | Multi-employer plan |
| 2015-09-01 | Plan is a collectively bargained plan | Yes |
| 2015-09-01 | Plan funding arrangement – Trust | Yes |
| 2015-09-01 | Plan benefit arrangement - Trust | Yes |
| 2014: UEA POST-RETIREMENT BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-09-01 | Type of plan entity | Multi-employer plan |
| 2014-09-01 | Plan is a collectively bargained plan | Yes |
| 2014-09-01 | Plan funding arrangement – Trust | Yes |
| 2014-09-01 | Plan benefit arrangement - Trust | Yes |
| 2013: UEA POST-RETIREMENT BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-09-01 | Type of plan entity | Multi-employer plan |
| 2013-09-01 | First time form 5500 has been submitted | Yes |
| 2013-09-01 | Plan is a collectively bargained plan | Yes |
| 2013-09-01 | Plan funding arrangement – Trust | Yes |
| 2013-09-01 | Plan benefit arrangement - Trust | Yes |
