401k Plan data: AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN plan

AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN
Plan identification number	001

AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.

401k Sponsoring company profile

AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA

Employer identification number (EIN): 550787594

NAIC Classification: 813930
NAIC Description: Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 SIDNEY FRAGALE 2015-10-08
001 2013-01-01 SIDNEY FRAGALE 2014-10-06
001 2012-01-01 SIDNEY FRAGALE 2013-09-25
001 2011-01-01 SIDNEY FRAGALE
001 2009-01-01 SIDNEY FRAGALE
001 2007-01-01 SIDNEY FRAGALE

Plan Statistics for AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 16
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 16
Number of participants with account balances 2011-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 15
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2007: AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 14
Total of all active and inactive participants 2007-01-01 14
Total participants 2007-01-01 14
Number of participants with account balances 2007-01-01 14

Measure	Date	Value
2011: AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	16
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	16
Number of participants with account balances	2011-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2007: AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	14
Total of all active and inactive participants	2007-01-01	14
Total participants	2007-01-01	14
Number of participants with account balances	2007-01-01	14

Financial Data on AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$137,476
Expenses. Total of all expenses incurred	2011-12-31	$9,000
Benefits paid (including direct rollovers)	2011-12-31	$9,000
Total plan assets at end of year	2011-12-31	$1,489,460
Total plan assets at beginning of year	2011-12-31	$1,360,984
Total contributions received or receivable from participants	2011-12-31	$11,400
Contributions received from other sources (not participants or employers)	2011-12-31	$26,202
Other income received	2011-12-31	$-49,057
Net income (gross income less expenses)	2011-12-31	$128,476
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,489,460
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,360,984
Assets. Value of participant loans	2011-12-31	$66,862
Total contributions received or receivable from employer(s)	2011-12-31	$148,931
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$310,893
Expenses. Total of all expenses incurred	2010-12-31	$77,760
Benefits paid (including direct rollovers)	2010-12-31	$77,760
Total plan assets at end of year	2010-12-31	$1,360,984
Total plan assets at beginning of year	2010-12-31	$1,127,851
Total contributions received or receivable from participants	2010-12-31	$9,970
Other income received	2010-12-31	$155,790
Net income (gross income less expenses)	2010-12-31	$233,133
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,360,984
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,127,851
Assets. Value of participant loans	2010-12-31	$66,213
Total contributions received or receivable from employer(s)	2010-12-31	$145,133
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN

2011: AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

49529

Policy instance

Insurance contract or identification number	49529
Number of Individuals Covered	16
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $4,366
Total amount of fees paid to insurance company	USD $1,264
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

49529

Policy instance

Insurance contract or identification number	49529
Number of Individuals Covered	16
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $3,765
Total amount of fees paid to insurance company	USD $39
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,765
Insurance broker organization code?	3
Amount paid for insurance broker fees	39
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	BENEFIT SOLUTIONS, INC.

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Company Name:	AMERICAN FEDERATION OF TEACHERS - WEST VIRGINIA
Employer identification number (EIN):	550787594
NAIC Classification:	813930
NAIC Description:	Labor Unions and Similar Labor Organizations

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	SIDNEY FRAGALE	2015-10-08
001	2013-01-01	SIDNEY FRAGALE	2014-10-06
001	2012-01-01	SIDNEY FRAGALE	2013-09-25
001	2011-01-01	SIDNEY FRAGALE
001	2009-01-01	SIDNEY FRAGALE
001	2007-01-01	SIDNEY FRAGALE