401k Plan data: ASSOCIATIONS OF TEXAS MEP plan

ASSOCIATIONS OF TEXAS MEP 401k Plan overview

Plan Name	ASSOCIATIONS OF TEXAS MEP
Plan identification number	002

ASSOCIATIONS OF TEXAS MEP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TRIO ELECTRIC LLC has sponsored the creation of one or more 401k plans.

Company Name: TRIO ELECTRIC LLC

Employer identification number (EIN): 421585496

NAIC Classification: 221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATIONS OF TEXAS MEP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01

Plan Statistics for ASSOCIATIONS OF TEXAS MEP

401k plan membership statisitcs for ASSOCIATIONS OF TEXAS MEP

Measure Date Value
2022: ASSOCIATIONS OF TEXAS MEP 2022 401k membership
Total participants, beginning-of-year 2022-01-01 716
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 207
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 225
Total of all active and inactive participants 2022-01-01 432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 433
Number of participants with account balances 2022-01-01 385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 60
2021: ASSOCIATIONS OF TEXAS MEP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 514
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 496
Number of retired or separated participants receiving benefits 2021-01-01 21
Number of other retired or separated participants entitled to future benefits 2021-01-01 203
Total of all active and inactive participants 2021-01-01 720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 720
Number of participants with account balances 2021-01-01 531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 68
2020: ASSOCIATIONS OF TEXAS MEP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 427
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 397
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 108
Total of all active and inactive participants 2020-01-01 511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 511
Number of participants with account balances 2020-01-01 406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: ASSOCIATIONS OF TEXAS MEP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 353
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 361
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 64
Total of all active and inactive participants 2019-01-01 427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 427
Number of participants with account balances 2019-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12

Measure	Date	Value
2022: ASSOCIATIONS OF TEXAS MEP 2022 401k membership
Total participants, beginning-of-year	2022-01-01	716
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	207
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	225
Total of all active and inactive participants	2022-01-01	432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	433
Number of participants with account balances	2022-01-01	385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	60
2021: ASSOCIATIONS OF TEXAS MEP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	514
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	496
Number of retired or separated participants receiving benefits	2021-01-01	21
Number of other retired or separated participants entitled to future benefits	2021-01-01	203
Total of all active and inactive participants	2021-01-01	720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	720
Number of participants with account balances	2021-01-01	531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	68
2020: ASSOCIATIONS OF TEXAS MEP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	427
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	397
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	108
Total of all active and inactive participants	2020-01-01	511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	511
Number of participants with account balances	2020-01-01	406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: ASSOCIATIONS OF TEXAS MEP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	353
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	361
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	64
Total of all active and inactive participants	2019-01-01	427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	427
Number of participants with account balances	2019-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12

Financial Data on ASSOCIATIONS OF TEXAS MEP

Measure	Date	Value
2022 : ASSOCIATIONS OF TEXAS MEP 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$2,499
Total income from all sources (including contributions)	2022-12-31	$-49,714
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$749,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$697,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$688,681
Value of total assets at end of year	2022-12-31	$3,802,244
Value of total assets at beginning of year	2022-12-31	$4,603,974
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$51,881
Total interest from all sources	2022-12-31	$3,413
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$6,000
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$460,200
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$646,446
Participant contributions at end of year	2022-12-31	$101,549
Participant contributions at beginning of year	2022-12-31	$61,127
Participant contributions at end of year	2022-12-31	$10,626
Participant contributions at beginning of year	2022-12-31	$15,729
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$15,220
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$1,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$833
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$2,499
Other income not declared elsewhere	2022-12-31	$3,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-799,231
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,802,244
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,601,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,608,124
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,448,193
Interest on participant loans	2022-12-31	$3,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$40,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$15,462
Net investment gain/loss from pooled separate accounts	2022-12-31	$-745,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$27,015
Employer contributions (assets) at end of year	2022-12-31	$40,520
Employer contributions (assets) at beginning of year	2022-12-31	$62,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$697,636
Contract administrator fees	2022-12-31	$45,881
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2022-12-31	141918990
2021 : ASSOCIATIONS OF TEXAS MEP 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$2,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,401,352
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$626,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$576,017
Expenses. Certain deemed distributions of participant loans	2021-12-31	$12,681
Value of total corrective distributions	2021-12-31	$2,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$823,122
Value of total assets at end of year	2021-12-31	$4,603,974
Value of total assets at beginning of year	2021-12-31	$3,826,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$35,628
Total interest from all sources	2021-12-31	$3,823
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$314,700
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$749,561
Participant contributions at end of year	2021-12-31	$61,127
Participant contributions at beginning of year	2021-12-31	$75,252
Participant contributions at end of year	2021-12-31	$15,729
Participant contributions at beginning of year	2021-12-31	$71,361
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$10,931
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$3,488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$2,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$774,527
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,601,475
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,826,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$4,448,193
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,598,837
Interest on participant loans	2021-12-31	$3,691
Interest earned on other investments	2021-12-31	$132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$15,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$23,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$574,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$62,630
Employer contributions (assets) at end of year	2021-12-31	$62,630
Employer contributions (assets) at beginning of year	2021-12-31	$54,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$576,017
Contract administrator fees	2021-12-31	$35,628
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2021-12-31	141918990
2020 : ASSOCIATIONS OF TEXAS MEP 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$4,703
Total income from all sources (including contributions)	2020-12-31	$1,194,955
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$514,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$486,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$703,574
Value of total assets at end of year	2020-12-31	$3,826,948
Value of total assets at beginning of year	2020-12-31	$3,151,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$27,898
Total interest from all sources	2020-12-31	$3,793
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$314,700
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$648,855
Participant contributions at end of year	2020-12-31	$75,252
Participant contributions at beginning of year	2020-12-31	$81,207
Participant contributions at end of year	2020-12-31	$71,361
Participant contributions at beginning of year	2020-12-31	$10,453
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$83
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$3,488
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$83
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$4,703
Other income not declared elsewhere	2020-12-31	$1,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$680,200
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,826,948
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,146,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,598,837
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,014,505
Interest on participant loans	2020-12-31	$3,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$23,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$9,039
Net investment gain/loss from pooled separate accounts	2020-12-31	$485,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$54,719
Employer contributions (assets) at end of year	2020-12-31	$54,719
Employer contributions (assets) at beginning of year	2020-12-31	$36,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$486,774
Contract administrator fees	2020-12-31	$27,898
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2020-12-31	141918990
2019 : ASSOCIATIONS OF TEXAS MEP 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$2,715,127
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$4,703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$918,267
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$486,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$434,221
Expenses. Certain deemed distributions of participant loans	2019-12-31	$27,512
Value of total corrective distributions	2019-12-31	$4,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$319,609
Value of total assets at end of year	2019-12-31	$3,151,451
Value of total assets at beginning of year	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$20,210
Total interest from all sources	2019-12-31	$4,911
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$314,665
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$283,444
Participant contributions at end of year	2019-12-31	$81,207
Participant contributions at end of year	2019-12-31	$10,453
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$15,170
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$83
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$4,703
Other income not declared elsewhere	2019-12-31	$27,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$431,621
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,146,748
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$20,210
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,014,505
Interest on participant loans	2019-12-31	$4,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$9,039
Net investment gain/loss from pooled separate accounts	2019-12-31	$565,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$36,165
Employer contributions (assets) at end of year	2019-12-31	$36,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$419,051
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2019-12-31	141918990

Form 5500 Responses for ASSOCIATIONS OF TEXAS MEP

2022: ASSOCIATIONS OF TEXAS MEP 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ASSOCIATIONS OF TEXAS MEP 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ASSOCIATIONS OF TEXAS MEP 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ASSOCIATIONS OF TEXAS MEP 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932412-019

Policy instance

Insurance contract or identification number	932412-019
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $8,656
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	8656
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932412-019

Policy instance

Insurance contract or identification number	932412-019
Number of Individuals Covered	531
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $3,520
Total amount of fees paid to insurance company	USD $7,457
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $2,585
Insurance broker organization code?	3
Amount paid for insurance broker fees	7457
Additional information about fees paid to insurance broker	FEES

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932412-019

Policy instance

Insurance contract or identification number	932412-019
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $11,310
Total amount of fees paid to insurance company	USD $3,576
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $6,786
Insurance broker organization code?	3
Amount paid for insurance broker fees	1930
Additional information about fees paid to insurance broker	TPA FEES

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932412-019

Policy instance

Insurance contract or identification number	932412-019
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $9,976
Total amount of fees paid to insurance company	USD $2,818
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $6,325
Insurance broker organization code?	3
Amount paid for insurance broker fees	1969
Additional information about fees paid to insurance broker	TPA FEES

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Company Name:	TRIO ELECTRIC LLC
Employer identification number (EIN):	421585496
NAIC Classification:	221100