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LOCAL UNION 317 ELECTRICAL PENSION PLAN 401k Plan overview

Plan NameLOCAL UNION 317 ELECTRICAL PENSION PLAN
Plan identification number 001

LOCAL UNION 317 ELECTRICAL PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

JT BRD OF TRUSTEES OF LOCAL UNION 317 ELECTRICAL PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:JT BRD OF TRUSTEES OF LOCAL UNION 317 ELECTRICAL PENSION PLAN
Employer identification number (EIN):516110771
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL UNION 317 ELECTRICAL PENSION 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
0012018-01-01BETH RING KIM WOOD2019-05-13
0012017-01-01BETH RING KIM WOOD2018-05-08
0012016-01-01JOHN GALLOWAY KIM WOOD2017-10-05
0012015-01-01JOHN GALLOWAY KIM WOOD2016-07-28
0012014-01-01JOHN GALLOWAY KIM WOOD2015-07-15
0012013-01-01JOHN GALLOWAY
0012012-01-01JOHN GALLOWAY
0012011-01-01SONYA PATRICK
0012009-01-01SONYA PATRICK

Plan Statistics for LOCAL UNION 317 ELECTRICAL PENSION PLAN

401k plan membership statisitcs for LOCAL UNION 317 ELECTRICAL PENSION PLAN

Measure Date Value
2022: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01829
Total number of active participants reported on line 7a of the Form 55002022-01-01744
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01834
Total participants2022-01-01834
Number of participants with account balances2022-01-01834
Number of employers contributing to the scheme2022-01-0135
2021: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,016
Total number of active participants reported on line 7a of the Form 55002021-01-01746
Number of retired or separated participants receiving benefits2021-01-0117
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01829
Total participants2021-01-01829
Number of participants with account balances2021-01-01829
Number of employers contributing to the scheme2021-01-0136
2020: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01994
Total number of active participants reported on line 7a of the Form 55002020-01-011,016
Number of retired or separated participants receiving benefits2020-01-0134
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-011,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0131
Total participants2020-01-011,097
Number of participants with account balances2020-01-01763
Number of employers contributing to the scheme2020-01-0137
2019: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,014
Total number of active participants reported on line 7a of the Form 55002019-01-01994
Number of retired or separated participants receiving benefits2019-01-0131
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-011,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0133
Total participants2019-01-011,078
Number of participants with account balances2019-01-01758
Number of employers contributing to the scheme2019-01-0147
2018: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01903
Total number of active participants reported on line 7a of the Form 55002018-01-011,014
Number of retired or separated participants receiving benefits2018-01-0131
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-011,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0130
Total participants2018-01-011,103
Number of participants with account balances2018-01-01826
Number of employers contributing to the scheme2018-01-0144
2017: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01933
Total number of active participants reported on line 7a of the Form 55002017-01-01800
Number of retired or separated participants receiving benefits2017-01-0128
Number of other retired or separated participants entitled to future benefits2017-01-0175
Total of all active and inactive participants2017-01-01903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01903
Number of participants with account balances2017-01-01903
Number of employers contributing to the scheme2017-01-0146
2016: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,885
Total number of active participants reported on line 7a of the Form 55002016-01-01834
Number of retired or separated participants receiving benefits2016-01-0126
Number of other retired or separated participants entitled to future benefits2016-01-0159
Total of all active and inactive participants2016-01-01919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01919
Number of participants with account balances2016-01-01933
Number of employers contributing to the scheme2016-01-0142
2015: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,112
Total number of active participants reported on line 7a of the Form 55002015-01-01864
Number of retired or separated participants receiving benefits2015-01-0125
Total of all active and inactive participants2015-01-01889
Total participants2015-01-01889
Number of participants with account balances2015-01-011,885
Number of employers contributing to the scheme2015-01-0146
2014: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,135
Total number of active participants reported on line 7a of the Form 55002014-01-011,054
Number of retired or separated participants receiving benefits2014-01-0124
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-011,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-011,112
Number of participants with account balances2014-01-01982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0154
2013: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,079
Total number of active participants reported on line 7a of the Form 55002013-01-011,080
Number of retired or separated participants receiving benefits2013-01-0126
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-011,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-011,135
Number of participants with account balances2013-01-011,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0154
2012: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,122
Total number of active participants reported on line 7a of the Form 55002012-01-011,126
Number of retired or separated participants receiving benefits2012-01-0124
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-011,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,160
Number of participants with account balances2012-01-011,079
Number of employers contributing to the scheme2012-01-0155
2011: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,221
Total number of active participants reported on line 7a of the Form 55002011-01-011,159
Number of retired or separated participants receiving benefits2011-01-0124
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-011,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,193
Number of participants with account balances2011-01-011,122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0155
2009: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,190
Total number of active participants reported on line 7a of the Form 55002009-01-011,202
Number of retired or separated participants receiving benefits2009-01-0113
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-011,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,232
Number of participants with account balances2009-01-011,192
Number of employers contributing to the scheme2009-01-0148

Financial Data on LOCAL UNION 317 ELECTRICAL PENSION PLAN

Measure Date Value
2022 : LOCAL UNION 317 ELECTRICAL PENSION PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$135,396
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$52,808
Total income from all sources (including contributions)2022-12-31$-11,909,929
Total of all expenses incurred2022-12-31$9,531,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,309,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,888,687
Value of total assets at end of year2022-12-31$140,039,226
Value of total assets at beginning of year2022-12-31$161,397,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$221,778
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,205,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$69,430
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
Administrative expenses (other) incurred2022-12-31$73,441
Liabilities. Value of operating payables at end of year2022-12-31$135,396
Liabilities. Value of operating payables at beginning of year2022-12-31$52,808
Total non interest bearing cash at end of year2022-12-31$111,292
Total non interest bearing cash at beginning of year2022-12-31$95,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,441,038
Value of net assets at end of year (total assets less liabilities)2022-12-31$139,903,830
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$161,344,868
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
Investment advisory and management fees2022-12-31$25,825
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$111,199,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$135,981,810
Value of interest in pooled separate accounts at end of year2022-12-31$4,059,924
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,140,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,743,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$939,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$939,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$21,772,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$20,314,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-26,003,866
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
Contributions received in cash from employer2022-12-31$8,888,687
Employer contributions (assets) at end of year2022-12-31$1,152,719
Employer contributions (assets) at beginning of year2022-12-31$926,723
Income. Dividends from common stock2022-12-31$5,205,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,309,331
Contract administrator fees2022-12-31$53,082
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
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 name2022-12-31GRAY, GRIFFITH & MAYS, A.C.
Accountancy firm EIN2022-12-31550621482
2021 : LOCAL UNION 317 ELECTRICAL PENSION PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$52,808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$71,246
Total income from all sources (including contributions)2021-12-31$26,190,721
Total of all expenses incurred2021-12-31$11,334,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,099,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,371,879
Value of total assets at end of year2021-12-31$161,397,676
Value of total assets at beginning of year2021-12-31$146,559,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$234,778
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,316,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$86,867
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$77,445
Liabilities. Value of operating payables at end of year2021-12-31$52,808
Liabilities. Value of operating payables at beginning of year2021-12-31$71,246
Total non interest bearing cash at end of year2021-12-31$95,392
Total non interest bearing cash at beginning of year2021-12-31$74,983
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$14,856,253
Value of net assets at end of year (total assets less liabilities)2021-12-31$161,344,868
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$146,488,615
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
Investment advisory and management fees2021-12-31$25,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$135,981,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$121,256,717
Value of interest in pooled separate accounts at end of year2021-12-31$3,140,400
Value of interest in common/collective trusts at beginning of year2021-12-31$24,148,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$939,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$540,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$540,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$20,314,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,502,820
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
Contributions received in cash from employer2021-12-31$7,371,879
Employer contributions (assets) at end of year2021-12-31$926,723
Employer contributions (assets) at beginning of year2021-12-31$539,748
Income. Dividends from common stock2021-12-31$6,316,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,099,690
Contract administrator fees2021-12-31$45,341
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
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 name2021-12-31GRAY, GRIFFITH & MAYS, A.C.
Accountancy firm EIN2021-12-31550621482
2020 : LOCAL UNION 317 ELECTRICAL PENSION PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$71,246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$100,472
Total income from all sources (including contributions)2020-12-31$22,140,467
Total of all expenses incurred2020-12-31$9,636,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,376,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,423,176
Value of total assets at end of year2020-12-31$146,559,861
Value of total assets at beginning of year2020-12-31$134,085,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$260,684
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,726,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$61,367
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,781
Administrative expenses (other) incurred2020-12-31$128,208
Liabilities. Value of operating payables at end of year2020-12-31$71,246
Liabilities. Value of operating payables at beginning of year2020-12-31$100,472
Total non interest bearing cash at end of year2020-12-31$74,983
Total non interest bearing cash at beginning of year2020-12-31$70,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,503,776
Value of net assets at end of year (total assets less liabilities)2020-12-31$146,488,615
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$133,984,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$24,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$121,256,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$112,732,134
Value of interest in common/collective trusts at end of year2020-12-31$24,148,406
Value of interest in common/collective trusts at beginning of year2020-12-31$19,854,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$540,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$680,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$680,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,951,836
Net investment gain or loss from common/collective trusts2020-12-31$38,612
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
Contributions received in cash from employer2020-12-31$6,423,176
Employer contributions (assets) at end of year2020-12-31$539,748
Employer contributions (assets) at beginning of year2020-12-31$744,665
Income. Dividends from common stock2020-12-31$4,726,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,376,007
Contract administrator fees2020-12-31$46,684
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GRAY, GRIFFITH & MAYS, A.C.
Accountancy firm EIN2020-12-31550621482
2019 : LOCAL UNION 317 ELECTRICAL PENSION PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$100,472
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$56,928
Total income from all sources (including contributions)2019-12-31$27,405,792
Total of all expenses incurred2019-12-31$7,959,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,718,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,174,949
Value of total assets at end of year2019-12-31$134,085,311
Value of total assets at beginning of year2019-12-31$114,595,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$241,520
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,837,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$40,798
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,781
Administrative expenses (other) incurred2019-12-31$128,442
Liabilities. Value of operating payables at end of year2019-12-31$100,472
Liabilities. Value of operating payables at beginning of year2019-12-31$56,928
Total non interest bearing cash at end of year2019-12-31$70,658
Total non interest bearing cash at beginning of year2019-12-31$40,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$19,446,113
Value of net assets at end of year (total assets less liabilities)2019-12-31$133,984,839
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$114,538,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$23,725
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$112,732,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$94,532,453
Value of interest in common/collective trusts at end of year2019-12-31$19,854,016
Value of interest in common/collective trusts at beginning of year2019-12-31$18,844,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$680,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$545,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$545,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,900,880
Net investment gain or loss from common/collective trusts2019-12-31$492,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,174,949
Employer contributions (assets) at end of year2019-12-31$744,665
Employer contributions (assets) at beginning of year2019-12-31$633,382
Income. Dividends from common stock2019-12-31$4,837,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,718,159
Contract administrator fees2019-12-31$48,555
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
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
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 name2019-12-31GRAY, GRIFFITH & MAYS, A.C.
Accountancy firm EIN2019-12-31550621482
2018 : LOCAL UNION 317 ELECTRICAL PENSION PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$56,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$55,484
Total income from all sources (including contributions)2018-12-31$1,639,214
Total of all expenses incurred2018-12-31$5,366,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,210,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,932,971
Value of total assets at end of year2018-12-31$114,595,654
Value of total assets at beginning of year2018-12-31$118,321,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$156,221
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,439,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$53,998
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$33,805
Liabilities. Value of operating payables at end of year2018-12-31$56,928
Liabilities. Value of operating payables at beginning of year2018-12-31$55,484
Total non interest bearing cash at end of year2018-12-31$40,168
Total non interest bearing cash at beginning of year2018-12-31$49,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,727,540
Value of net assets at end of year (total assets less liabilities)2018-12-31$114,538,726
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$118,266,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$23,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$94,532,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$98,467,963
Value of interest in common/collective trusts at end of year2018-12-31$18,844,645
Value of interest in common/collective trusts at beginning of year2018-12-31$18,344,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$545,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$657,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$657,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,120,641
Net investment gain or loss from common/collective trusts2018-12-31$387,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,932,971
Employer contributions (assets) at end of year2018-12-31$633,382
Employer contributions (assets) at beginning of year2018-12-31$802,294
Income. Dividends from common stock2018-12-31$4,439,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,210,533
Contract administrator fees2018-12-31$45,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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
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 name2018-12-31GRAY, GRIFFITH & MAYS, A.C.
Accountancy firm EIN2018-12-31550621482
2017 : LOCAL UNION 317 ELECTRICAL PENSION PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$55,484
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$53,554
Total income from all sources (including contributions)2017-12-31$18,907,491
Total of all expenses incurred2017-12-31$8,258,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,090,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,465,701
Value of total assets at end of year2017-12-31$118,321,750
Value of total assets at beginning of year2017-12-31$107,670,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$167,919
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,744,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$67,261
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$34,990
Liabilities. Value of operating payables at end of year2017-12-31$55,484
Liabilities. Value of operating payables at beginning of year2017-12-31$53,554
Total non interest bearing cash at end of year2017-12-31$49,767
Total non interest bearing cash at beginning of year2017-12-31$52,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,649,150
Value of net assets at end of year (total assets less liabilities)2017-12-31$118,266,266
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$107,617,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$22,325
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$98,467,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$86,557,183
Value of interest in common/collective trusts at end of year2017-12-31$18,344,419
Value of interest in common/collective trusts at beginning of year2017-12-31$19,847,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$657,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$627,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$627,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,352,171
Net investment gain or loss from common/collective trusts2017-12-31$344,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,465,701
Employer contributions (assets) at end of year2017-12-31$802,294
Employer contributions (assets) at beginning of year2017-12-31$586,333
Income. Dividends from common stock2017-12-31$3,744,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,090,422
Contract administrator fees2017-12-31$43,343
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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
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 name2017-12-31GRAY, GRIFFITH & MAYS, A.C.
Accountancy firm EIN2017-12-31550621482
2016 : LOCAL UNION 317 ELECTRICAL PENSION PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$53,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$66,487
Total income from all sources (including contributions)2016-12-31$11,795,342
Total of all expenses incurred2016-12-31$6,741,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,559,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,809,749
Value of total assets at end of year2016-12-31$107,670,670
Value of total assets at beginning of year2016-12-31$102,630,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$182,419
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,374,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$60,305
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$8,318
Administrative expenses (other) incurred2016-12-31$58,205
Liabilities. Value of operating payables at end of year2016-12-31$53,554
Liabilities. Value of operating payables at beginning of year2016-12-31$66,487
Total non interest bearing cash at end of year2016-12-31$52,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,053,572
Value of net assets at end of year (total assets less liabilities)2016-12-31$107,617,116
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$102,563,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$21,801
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$86,557,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$84,462,904
Value of interest in common/collective trusts at end of year2016-12-31$19,847,736
Value of interest in common/collective trusts at beginning of year2016-12-31$16,715,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$627,259
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$909,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$909,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,264,763
Net investment gain or loss from common/collective trusts2016-12-31$346,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,809,749
Employer contributions (assets) at end of year2016-12-31$586,333
Employer contributions (assets) at beginning of year2016-12-31$534,522
Income. Dividends from common stock2016-12-31$3,374,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,559,351
Contract administrator fees2016-12-31$42,108
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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
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 name2016-12-31GRAY, GRIFFITH & MAYS, A.C.
Accountancy firm EIN2016-12-31550621482
2015 : LOCAL UNION 317 ELECTRICAL PENSION PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$66,487
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$138,367
Total income from all sources (including contributions)2015-12-31$6,083,866
Total of all expenses incurred2015-12-31$6,090,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,958,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,111,220
Value of total assets at end of year2015-12-31$102,630,031
Value of total assets at beginning of year2015-12-31$102,708,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$132,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$42,891
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$8,318
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$8,318
Administrative expenses (other) incurred2015-12-31$39,209
Liabilities. Value of operating payables at end of year2015-12-31$66,487
Liabilities. Value of operating payables at beginning of year2015-12-31$138,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,711
Value of net assets at end of year (total assets less liabilities)2015-12-31$102,563,544
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$102,570,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$15,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$84,462,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$86,913,758
Value of interest in common/collective trusts at end of year2015-12-31$16,715,058
Value of interest in common/collective trusts at beginning of year2015-12-31$14,333,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$909,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$858,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$858,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-321,779
Net investment gain or loss from common/collective trusts2015-12-31$294,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,111,220
Employer contributions (assets) at end of year2015-12-31$534,522
Employer contributions (assets) at beginning of year2015-12-31$594,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,958,405
Contract administrator fees2015-12-31$34,322
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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
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 name2015-12-31GRAY, GRIFFITH & MAYS, A.C.
Accountancy firm EIN2015-12-31550621482
2014 : LOCAL UNION 317 ELECTRICAL PENSION PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$138,367
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$60,156
Total income from all sources (including contributions)2014-12-31$13,356,043
Total of all expenses incurred2014-12-31$4,892,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,752,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,135,595
Value of total assets at end of year2014-12-31$102,708,622
Value of total assets at beginning of year2014-12-31$94,166,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$139,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$41,480
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$8,318
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$8,318
Administrative expenses (other) incurred2014-12-31$39,503
Liabilities. Value of operating payables at end of year2014-12-31$138,367
Liabilities. Value of operating payables at beginning of year2014-12-31$60,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,463,554
Value of net assets at end of year (total assets less liabilities)2014-12-31$102,570,255
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$94,106,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$20,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$86,913,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$77,407,909
Value of interest in common/collective trusts at end of year2014-12-31$14,333,270
Value of interest in common/collective trusts at beginning of year2014-12-31$15,685,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$858,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$594,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$594,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,952,954
Net investment gain or loss from common/collective trusts2014-12-31$267,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,135,595
Employer contributions (assets) at end of year2014-12-31$594,796
Employer contributions (assets) at beginning of year2014-12-31$471,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,752,607
Contract administrator fees2014-12-31$38,299
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GRAY, GRIFFITH, AND MAYS AC
Accountancy firm EIN2014-12-31550621482
2013 : LOCAL UNION 317 ELECTRICAL PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$60,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$119,689
Total income from all sources (including contributions)2013-12-31$16,380,324
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,091,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,972,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,226,169
Value of total assets at end of year2013-12-31$94,166,857
Value of total assets at beginning of year2013-12-31$82,937,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$119,163
Total interest from all sources2013-12-31$58
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$24,005
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$8,318
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$8,318
Administrative expenses (other) incurred2013-12-31$37,616
Liabilities. Value of operating payables at end of year2013-12-31$60,156
Liabilities. Value of operating payables at beginning of year2013-12-31$119,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,288,631
Value of net assets at end of year (total assets less liabilities)2013-12-31$94,106,701
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$82,818,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$77,407,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$66,459,828
Value of interest in common/collective trusts at end of year2013-12-31$15,685,064
Value of interest in common/collective trusts at beginning of year2013-12-31$15,391,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$594,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$613,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$613,077
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$58
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,891,618
Net investment gain or loss from common/collective trusts2013-12-31$262,479
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
Contributions received in cash from employer2013-12-31$5,226,169
Employer contributions (assets) at end of year2013-12-31$471,192
Employer contributions (assets) at beginning of year2013-12-31$464,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,972,530
Contract administrator fees2013-12-31$37,542
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
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 name2013-12-31JAMES W. LOAR, CPA, PLLC
Accountancy firm EIN2013-12-31202115435
2012 : LOCAL UNION 317 ELECTRICAL PENSION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$119,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$153,300
Total income from all sources (including contributions)2012-12-31$11,611,698
Total of all expenses incurred2012-12-31$5,578,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,464,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,902,731
Value of total assets at end of year2012-12-31$82,937,759
Value of total assets at beginning of year2012-12-31$76,938,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$114,330
Total interest from all sources2012-12-31$55
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$18,808
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$8,318
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$8,318
Administrative expenses (other) incurred2012-12-31$39,169
Liabilities. Value of operating payables at end of year2012-12-31$119,689
Liabilities. Value of operating payables at beginning of year2012-12-31$153,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,033,234
Value of net assets at end of year (total assets less liabilities)2012-12-31$82,818,070
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$76,784,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$17,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$66,459,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$60,753,889
Value of interest in common/collective trusts at end of year2012-12-31$15,391,633
Value of interest in common/collective trusts at beginning of year2012-12-31$14,998,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$613,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$691,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$691,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,364,369
Net investment gain or loss from common/collective trusts2012-12-31$344,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,902,731
Employer contributions (assets) at end of year2012-12-31$464,903
Employer contributions (assets) at beginning of year2012-12-31$486,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,464,134
Contract administrator fees2012-12-31$38,853
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
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 name2012-12-31JAMES W. LOAR, CPA, PLLC
Accountancy firm EIN2012-12-31202115435
2011 : LOCAL UNION 317 ELECTRICAL PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$153,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$73,281
Total income from all sources (including contributions)2011-12-31$7,191,135
Total of all expenses incurred2011-12-31$3,601,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,493,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,740,562
Value of total assets at end of year2011-12-31$76,938,136
Value of total assets at beginning of year2011-12-31$73,268,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$108,170
Total interest from all sources2011-12-31$52
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$15,842
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$8,318
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$8,318
Administrative expenses (other) incurred2011-12-31$36,996
Liabilities. Value of operating payables at end of year2011-12-31$153,300
Liabilities. Value of operating payables at beginning of year2011-12-31$73,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,589,778
Value of net assets at end of year (total assets less liabilities)2011-12-31$76,784,836
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$73,195,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$60,753,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$60,745,927
Value of interest in common/collective trusts at end of year2011-12-31$14,998,000
Value of interest in common/collective trusts at beginning of year2011-12-31$11,453,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$691,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$610,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$610,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$2,074,648
Net investment gain or loss from common/collective trusts2011-12-31$375,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,740,562
Employer contributions (assets) at end of year2011-12-31$486,391
Employer contributions (assets) at beginning of year2011-12-31$449,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,493,187
Contract administrator fees2011-12-31$39,332
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
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 name2011-12-31JAMES W. LOAR, CPA, PLLC
Accountancy firm EIN2011-12-31202115435
2010 : LOCAL UNION 317 ELECTRICAL PENSION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$73,281
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$132,667
Total income from all sources (including contributions)2010-12-31$10,552,393
Total of all expenses incurred2010-12-31$3,808,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,698,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,611,026
Value of total assets at end of year2010-12-31$73,268,339
Value of total assets at beginning of year2010-12-31$66,583,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$109,662
Total interest from all sources2010-12-31$52
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$18,914
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$8,318
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$8,318
Administrative expenses (other) incurred2010-12-31$38,727
Liabilities. Value of operating payables at end of year2010-12-31$73,281
Liabilities. Value of operating payables at beginning of year2010-12-31$132,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,743,980
Value of net assets at end of year (total assets less liabilities)2010-12-31$73,195,058
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$66,451,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$60,745,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$54,237,201
Value of interest in common/collective trusts at end of year2010-12-31$11,453,804
Value of interest in common/collective trusts at beginning of year2010-12-31$11,182,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$610,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$665,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$665,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,628,056
Net investment gain or loss from common/collective trusts2010-12-31$313,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,611,026
Employer contributions (assets) at end of year2010-12-31$449,793
Employer contributions (assets) at beginning of year2010-12-31$490,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,698,751
Contract administrator fees2010-12-31$36,021
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
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 name2010-12-31JAMES W. LOAR, CPA, PLLC
Accountancy firm EIN2010-12-31202115435
2009 : LOCAL UNION 317 ELECTRICAL PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LOCAL UNION 317 ELECTRICAL PENSION PLAN

2022: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
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: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
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: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LOCAL UNION 317 ELECTRICAL PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075733
Policy instance 1
Insurance contract or identification number075733
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
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075733
Policy instance 1
Insurance contract or identification number075733
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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

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