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APHL 401(K) PENSION PLAN 401k Plan overview

Plan NameAPHL 401(K) PENSION PLAN
Plan identification number 002

APHL 401(K) PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ASSOCIATION OF PUBLIC HEALTH LABORATORIES has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF PUBLIC HEALTH LABORATORIES
Employer identification number (EIN):521800436
NAIC Classification:621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APHL 401(K) PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01LISA CHILCOTE2023-07-30
0022021-01-01LISA CHILCOTE2022-07-29
0022020-01-01LISA CHILCOTE2021-10-05
0022019-01-01LISA CHILCOTE2020-10-13
0022018-01-01CAROL CLARK2019-07-29
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01SCOTT BECKER
0022013-01-01SCOTT BECKER
0022012-01-01SCOTT BECKER
0022011-01-01SCOTT BECKER
0022009-01-01LISA KINGSLEY
0022008-01-01LISA KINGSLEY
0022007-01-01LISA KINGSLEY

Plan Statistics for APHL 401(K) PENSION PLAN

401k plan membership statisitcs for APHL 401(K) PENSION PLAN

Measure Date Value
2022: APHL 401(K) PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01182
Total number of active participants reported on line 7a of the Form 55002022-01-01164
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0162
Total of all active and inactive participants2022-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01226
Number of participants with account balances2022-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: APHL 401(K) PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01177
Total number of active participants reported on line 7a of the Form 55002021-01-01172
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01182
Number of participants with account balances2021-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: APHL 401(K) PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01180
Total number of active participants reported on line 7a of the Form 55002020-01-01120
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0157
Total of all active and inactive participants2020-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01177
Number of participants with account balances2020-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: APHL 401(K) PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01169
Total number of active participants reported on line 7a of the Form 55002019-01-01121
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01180
Number of participants with account balances2019-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: APHL 401(K) PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01155
Total number of active participants reported on line 7a of the Form 55002018-01-01114
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0155
Total of all active and inactive participants2018-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01169
Number of participants with account balances2018-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: APHL 401(K) PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01155
Total number of active participants reported on line 7a of the Form 55002017-01-01111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01155
Number of participants with account balances2017-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: APHL 401(K) PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01136
Total number of active participants reported on line 7a of the Form 55002016-01-01101
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01155
Number of participants with account balances2016-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: APHL 401(K) PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01129
Total number of active participants reported on line 7a of the Form 55002015-01-0184
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01136
Number of participants with account balances2015-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: APHL 401(K) PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01135
Total number of active participants reported on line 7a of the Form 55002014-01-0183
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0146
Total of all active and inactive participants2014-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01129
Number of participants with account balances2014-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: APHL 401(K) PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01134
Total number of active participants reported on line 7a of the Form 55002013-01-0193
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01135
Number of participants with account balances2013-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: APHL 401(K) PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01164
Total number of active participants reported on line 7a of the Form 55002012-01-0192
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01132
Number of participants with account balances2012-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: APHL 401(K) PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01152
Total number of active participants reported on line 7a of the Form 55002011-01-0180
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0181
Total of all active and inactive participants2011-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01161
Number of participants with account balances2011-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2009: APHL 401(K) PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01119
Total number of active participants reported on line 7a of the Form 55002009-01-01119
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01134
Number of participants with account balances2009-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: APHL 401(K) PENSION PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01104
Total number of active participants reported on line 7a of the Form 55002008-01-01106
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0113
Total of all active and inactive participants2008-01-01119
Total participants2008-01-01119
Number of participants with account balances2008-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-0110
2007: APHL 401(K) PENSION PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01102
Total number of active participants reported on line 7a of the Form 55002007-01-0168
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-0136
Total of all active and inactive participants2007-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-01104
Number of participants with account balances2007-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-014

Financial Data on APHL 401(K) PENSION PLAN

Measure Date Value
2022 : APHL 401(K) PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,543,106
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,277,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,143,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,256,959
Value of total assets at end of year2022-12-31$26,844,144
Value of total assets at beginning of year2022-12-31$29,664,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$133,865
Total interest from all sources2022-12-31$6,587
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,155,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,155,491
Administrative expenses professional fees incurred2022-12-31$23,325
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,190,766
Participant contributions at end of year2022-12-31$73,498
Participant contributions at beginning of year2022-12-31$141,700
Participant contributions at end of year2022-12-31$49,566
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$384,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,820,492
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,844,144
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,664,636
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$79,715
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,414,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,902,688
Interest on participant loans2022-12-31$6,587
Value of interest in common/collective trusts at end of year2022-12-31$3,202,752
Value of interest in common/collective trusts at beginning of year2022-12-31$2,595,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,962,143
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$1,681,474
Employer contributions (assets) at end of year2022-12-31$103,875
Employer contributions (assets) at beginning of year2022-12-31$24,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,143,521
Contract administrator fees2022-12-31$30,825
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 name2022-12-31GELMAN, ROSENBURG, AND FREEDMAN
Accountancy firm EIN2022-12-31521392008
2021 : APHL 401(K) PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
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$6,177,761
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,250,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,105,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,404,411
Value of total assets at end of year2021-12-31$29,664,636
Value of total assets at beginning of year2021-12-31$24,737,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$145,105
Total interest from all sources2021-12-31$12,010
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,350,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,350,974
Administrative expenses professional fees incurred2021-12-31$145,105
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,047,172
Participant contributions at end of year2021-12-31$141,700
Participant contributions at beginning of year2021-12-31$223,405
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$11,144
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$4,927,223
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,664,636
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,737,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,902,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,200,140
Interest on participant loans2021-12-31$12,010
Value of interest in common/collective trusts at end of year2021-12-31$2,595,313
Value of interest in common/collective trusts at beginning of year2021-12-31$2,308,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,410,366
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$1,346,095
Employer contributions (assets) at end of year2021-12-31$24,935
Employer contributions (assets) at beginning of year2021-12-31$5,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,105,433
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 name2021-12-31GELMAN, ROSENBURG, AND FREEDMAN
Accountancy firm EIN2021-12-31521392008
2020 : APHL 401(K) PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$0
Total income from all sources (including contributions)2020-12-31$5,991,549
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,416,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,312,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,312,393
Value of total assets at end of year2020-12-31$24,737,413
Value of total assets at beginning of year2020-12-31$21,162,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$104,322
Total interest from all sources2020-12-31$14,467
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$637,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$637,389
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$964,828
Participant contributions at end of year2020-12-31$223,405
Participant contributions at beginning of year2020-12-31$230,085
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$30,963
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$3,574,814
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,737,413
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,162,599
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$104,322
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,200,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,327,482
Interest on participant loans2020-12-31$14,467
Value of interest in common/collective trusts at end of year2020-12-31$2,308,825
Value of interest in common/collective trusts at beginning of year2020-12-31$1,599,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,027,300
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$1,316,602
Employer contributions (assets) at end of year2020-12-31$5,043
Employer contributions (assets) at beginning of year2020-12-31$5,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,312,413
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 name2020-12-31GELMAN, ROSENBURG, AND FREEDMAN
Accountancy firm EIN2020-12-31521392008
2019 : APHL 401(K) PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$6,031,920
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$826,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$727,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,261,435
Value of total assets at end of year2019-12-31$21,162,599
Value of total assets at beginning of year2019-12-31$15,957,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$99,229
Total interest from all sources2019-12-31$14,447
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$631,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$631,107
Administrative expenses professional fees incurred2019-12-31$13,074
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$918,761
Participant contributions at end of year2019-12-31$230,085
Participant contributions at beginning of year2019-12-31$202,469
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$70,246
Administrative expenses (other) incurred2019-12-31$1,255
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$5,205,138
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,162,599
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,957,461
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$84,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,327,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,609,624
Interest on participant loans2019-12-31$14,447
Value of interest in common/collective trusts at end of year2019-12-31$1,599,987
Value of interest in common/collective trusts at beginning of year2019-12-31$1,139,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,124,931
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$1,272,428
Employer contributions (assets) at end of year2019-12-31$5,045
Employer contributions (assets) at beginning of year2019-12-31$6,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$727,553
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 name2019-12-31GELMAN, ROSENBURG, AND FREEDMAN
Accountancy firm EIN2019-12-31521392008
2018 : APHL 401(K) PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$883,725
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$664,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$563,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,921,602
Value of total assets at end of year2018-12-31$15,957,461
Value of total assets at beginning of year2018-12-31$15,738,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$100,954
Total interest from all sources2018-12-31$8,076
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$786,037
Participant contributions at end of year2018-12-31$202,469
Participant contributions at beginning of year2018-12-31$117,047
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$49,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$218,888
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,957,461
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,738,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,609,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,247,184
Interest on participant loans2018-12-31$8,076
Value of interest in common/collective trusts at end of year2018-12-31$1,139,323
Value of interest in common/collective trusts at beginning of year2018-12-31$374,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,045,953
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$1,086,125
Employer contributions (assets) at end of year2018-12-31$6,045
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$563,883
Contract administrator fees2018-12-31$100,954
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 name2018-12-31GELMAN, ROSENBURG, AND FREEDMAN
Accountancy firm EIN2018-12-31521392008
2017 : APHL 401(K) PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,233,201
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$487,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$408,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,829,121
Value of total assets at end of year2017-12-31$15,738,573
Value of total assets at beginning of year2017-12-31$11,993,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$79,361
Total interest from all sources2017-12-31$5,507
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$711,041
Participant contributions at end of year2017-12-31$117,047
Participant contributions at beginning of year2017-12-31$89,012
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$115,709
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$3,745,273
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,738,573
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,993,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,247,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,624,613
Interest on participant loans2017-12-31$5,507
Value of interest in common/collective trusts at end of year2017-12-31$374,342
Value of interest in common/collective trusts at beginning of year2017-12-31$279,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,398,573
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$1,002,371
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$408,567
Contract administrator fees2017-12-31$79,361
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31GELMAN, ROSENBURG, AND FREEDMAN
Accountancy firm EIN2017-12-31521392008
2016 : APHL 401(K) PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,483,494
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,378,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,316,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,578,058
Value of total assets at end of year2016-12-31$11,993,300
Value of total assets at beginning of year2016-12-31$10,887,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$61,580
Total interest from all sources2016-12-31$5,735
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$636,548
Participant contributions at end of year2016-12-31$89,012
Participant contributions at beginning of year2016-12-31$112,830
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$58,163
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$1,105,472
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,993,300
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,887,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,624,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,695,364
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$5,735
Value of interest in common/collective trusts at end of year2016-12-31$279,675
Value of interest in common/collective trusts at beginning of year2016-12-31$79,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$899,701
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$883,347
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,316,442
Contract administrator fees2016-12-31$61,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31GELMAN, ROSENBURG, AND FREEDMAN
Accountancy firm EIN2016-12-31521392008
2015 : APHL 401(K) PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,439,889
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$402,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$350,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,598,894
Value of total assets at end of year2015-12-31$10,887,828
Value of total assets at beginning of year2015-12-31$9,850,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$52,228
Total interest from all sources2015-12-31$7,468
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$52,228
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$517,874
Participant contributions at end of year2015-12-31$112,830
Participant contributions at beginning of year2015-12-31$137,534
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$296,623
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$1,037,477
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,887,828
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,850,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,695,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,305,221
Interest on participant loans2015-12-31$7,468
Value of interest in common/collective trusts at end of year2015-12-31$79,634
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$295,640
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-166,473
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$784,397
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$111,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$350,184
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31GELMAN, ROSENBURG, AND FREEDMAN
Accountancy firm EIN2015-12-31521392008
2014 : APHL 401(K) PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$466
Total income from all sources (including contributions)2014-12-31$1,627,635
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$780,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$746,105
Value of total corrective distributions2014-12-31$377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,170,286
Value of total assets at end of year2014-12-31$9,850,373
Value of total assets at beginning of year2014-12-31$9,001,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,108
Total interest from all sources2014-12-31$5,986
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$7,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$397,548
Participant contributions at end of year2014-12-31$137,534
Participant contributions at beginning of year2014-12-31$114,253
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,135
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$847,045
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,847,833
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,000,788
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$17,171
Value of interest in pooled separate accounts at end of year2014-12-31$9,305,221
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,578,975
Interest on participant loans2014-12-31$5,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$295,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$247,334
Net investment gain/loss from pooled separate accounts2014-12-31$451,363
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$770,603
Employer contributions (assets) at end of year2014-12-31$111,978
Employer contributions (assets) at beginning of year2014-12-31$60,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$746,105
Contract administrator fees2014-12-31$9,437
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,540
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$466
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GELMAN, ROSENBURG, AND FREEDMAN
Accountancy firm EIN2014-12-31521392008
2013 : APHL 401(K) 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$466
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$409
Total income from all sources (including contributions)2013-12-31$2,446,562
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$376,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$349,127
Expenses. Certain deemed distributions of participant loans2013-12-31$5,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,204,055
Value of total assets at end of year2013-12-31$9,001,254
Value of total assets at beginning of year2013-12-31$6,931,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,420
Total interest from all sources2013-12-31$-1,282
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Contributions received from participants2013-12-31$427,816
Participant contributions at end of year2013-12-31$114,253
Participant contributions at beginning of year2013-12-31$39,649
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$16,336
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,069,710
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,000,788
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,931,078
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$13,954
Value of interest in pooled separate accounts at end of year2013-12-31$8,578,975
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,605,506
Interest on participant loans2013-12-31$-1,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$247,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$215,387
Net investment gain/loss from pooled separate accounts2013-12-31$1,243,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$767,921
Employer contributions (assets) at end of year2013-12-31$60,692
Employer contributions (assets) at beginning of year2013-12-31$54,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$349,127
Contract administrator fees2013-12-31$8,466
Liabilities. Value of benefit claims payable at end of year2013-12-31$466
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$409
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : APHL 401(K) PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$409
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,116
Total income from all sources (including contributions)2012-12-31$1,617,899
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$323,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$299,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,028,429
Value of total assets at end of year2012-12-31$6,931,487
Value of total assets at beginning of year2012-12-31$5,639,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,182
Total interest from all sources2012-12-31$5,739
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$367,486
Participant contributions at end of year2012-12-31$39,649
Participant contributions at beginning of year2012-12-31$23,758
Participant contributions at end of year2012-12-31$16,336
Participant contributions at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,294,682
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,931,078
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,636,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$6,605,506
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,366,779
Interest on participant loans2012-12-31$2,199
Interest earned on other investments2012-12-31$3,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$215,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$197,692
Net investment gain/loss from pooled separate accounts2012-12-31$583,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$660,943
Employer contributions (assets) at end of year2012-12-31$54,609
Employer contributions (assets) at beginning of year2012-12-31$51,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$299,035
Contract administrator fees2012-12-31$24,182
Liabilities. Value of benefit claims payable at end of year2012-12-31$409
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$3,116
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : APHL 401(K) PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,116
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,072
Total income from all sources (including contributions)2011-12-31$827,383
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$126,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$110,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$974,305
Value of total assets at end of year2011-12-31$5,639,512
Value of total assets at beginning of year2011-12-31$4,937,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,230
Total interest from all sources2011-12-31$2,415
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$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
Contributions received from participants2011-12-31$306,374
Participant contributions at end of year2011-12-31$23,758
Participant contributions at beginning of year2011-12-31$29,456
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$1,718
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$56,871
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$284
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$700,940
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,636,396
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,935,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$5,366,779
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,647,943
Interest on participant loans2011-12-31$2,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$197,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$177,511
Net gain/loss from 103.12 investment entities2011-12-31$-149,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$611,060
Employer contributions (assets) at end of year2011-12-31$51,283
Employer contributions (assets) at beginning of year2011-12-31$80,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$110,213
Contract administrator fees2011-12-31$16,230
Liabilities. Value of benefit claims payable at end of year2011-12-31$3,116
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,788
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : APHL 401(K) PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,072
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,445
Total income from all sources (including contributions)2010-12-31$1,456,310
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$301,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$284,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$945,692
Value of total assets at end of year2010-12-31$4,937,528
Value of total assets at beginning of year2010-12-31$3,782,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,165
Total interest from all sources2010-12-31$2,664
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$450,000
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
Contributions received from participants2010-12-31$290,177
Participant contributions at end of year2010-12-31$29,456
Participant contributions at beginning of year2010-12-31$32,761
Participant contributions at end of year2010-12-31$1,718
Participant contributions at beginning of year2010-12-31$9,364
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$93,276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$284
Administrative expenses (other) incurred2010-12-31$725
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$1,154,556
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,935,456
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,780,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$4,647,943
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,518,199
Interest on participant loans2010-12-31$2,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$177,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$149,104
Net investment gain/loss from pooled separate accounts2010-12-31$507,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$562,239
Employer contributions (assets) at end of year2010-12-31$80,900
Employer contributions (assets) at beginning of year2010-12-31$72,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$284,589
Contract administrator fees2010-12-31$16,440
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,788
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,161
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : APHL 401(K) 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 APHL 401(K) PENSION PLAN

2022: APHL 401(K) PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: APHL 401(K) PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: APHL 401(K) PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: APHL 401(K) PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: APHL 401(K) PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: APHL 401(K) PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: APHL 401(K) PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: APHL 401(K) PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: APHL 401(K) PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: APHL 401(K) PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: APHL 401(K) PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: APHL 401(K) PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: APHL 401(K) PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: APHL 401(K) PENSION PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: APHL 401(K) PENSION PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP37900
Policy instance 1
Insurance contract or identification numberGP37900
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP37900
Policy instance 1
Insurance contract or identification numberGP37900
Number of Individuals Covered136
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,000
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees3000
Additional information about fees paid to insurance brokerTPA SUBSIDY
Insurance broker organization code?5
Insurance broker nameJM PENSION ADVISORY, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP37900
Policy instance 1
Insurance contract or identification numberGP37900
Number of Individuals Covered145
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,000
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $0
Amount paid for insurance broker fees3000
Additional information about fees paid to insurance brokerTPA SUBSIDY
Insurance broker organization code?5
Insurance broker nameJM PENSION ADVISORY, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP37900
Policy instance 1
Insurance contract or identification numberGP37900
Number of Individuals Covered132
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $15,150
Total amount of fees paid to insurance companyUSD $3,345
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $15,150
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE & NON-MONETARY COMPENSATION TO A SALES REP
Insurance broker organization code?4
Insurance broker nameJM PENSION ADVISORY, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP37900
Policy instance 1
Insurance contract or identification numberGP37900
Number of Individuals Covered170
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,773
Total amount of fees paid to insurance companyUSD $3,622
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP37900
Policy instance 1
Insurance contract or identification numberGP37900
Number of Individuals Covered143
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,831
Total amount of fees paid to insurance companyUSD $5,645
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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