?>
Logo

GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameGRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE BOARD OF TRUSTEES OF GRAPHIC COMMUNICATIONS LOCAL527-S DEFINED CON has sponsored the creation of one or more 401k plans.

Company Name:THE BOARD OF TRUSTEES OF GRAPHIC COMMUNICATIONS LOCAL527-S DEFINED CON
Employer identification number (EIN):580811174
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PATRICIA MITCHELL2024-01-05 RALPH MEERS2024-01-05
0012021-01-01PATRICIA MITCHELL2023-02-10 RALPH MEERS2023-02-10
0012020-01-01PATRICIA MITCHELL2021-09-03 RALPH MEEKS2021-09-03
0012019-01-01PATRICIA E MITCHELL2020-09-29 RALPH M. MEERS2020-09-29
0012018-01-01PATRICIA E MITCHELL2019-10-11 RALPH M. MEERS2019-10-11
0012017-01-01
0012016-01-01PATRICIA E MITCHELL2018-10-02
0012015-01-01
0012014-01-01PATRICIA E MITCHELL
0012014-01-01RALPH M. MEERS PATRICIA E MITCHELL2015-08-04
0012013-01-01RALPH M. MEERS PATRICIA E MITCHELL2014-10-14
0012012-01-01PATRICIA E MITCHELL RALPH M. MEERS2013-10-15
0012011-01-01PATRICIA E. MITCHELL RALPH M. MEERS2012-10-10
0012009-01-01RALPH M. MEERS PAUL L BAKER2010-10-14

Plan Statistics for GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01493
Total number of active participants reported on line 7a of the Form 55002022-01-01260
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01213
Total of all active and inactive participants2022-01-01476
Total participants2022-01-01476
Number of participants with account balances2022-01-01476
Number of employers contributing to the scheme2022-01-014
2021: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01507
Total number of active participants reported on line 7a of the Form 55002021-01-01262
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01228
Total of all active and inactive participants2021-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01493
Number of participants with account balances2021-01-01493
Number of employers contributing to the scheme2021-01-014
2020: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01543
Total number of active participants reported on line 7a of the Form 55002020-01-01258
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01246
Total of all active and inactive participants2020-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01507
Number of participants with account balances2020-01-01507
Number of employers contributing to the scheme2020-01-015
2019: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01570
Total number of active participants reported on line 7a of the Form 55002019-01-01320
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01221
Total of all active and inactive participants2019-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01543
Number of participants with account balances2019-01-01543
Number of employers contributing to the scheme2019-01-016
2018: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01611
Total number of active participants reported on line 7a of the Form 55002018-01-01326
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01243
Total of all active and inactive participants2018-01-01570
Total participants2018-01-01570
Number of participants with account balances2018-01-01570
Number of employers contributing to the scheme2018-01-018
2017: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01694
Total number of active participants reported on line 7a of the Form 55002017-01-01440
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01171
Total of all active and inactive participants2017-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01611
Number of participants with account balances2017-01-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-017
2016: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01767
Total number of active participants reported on line 7a of the Form 55002016-01-01633
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01694
Number of participants with account balances2016-01-01694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-017
2015: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01824
Total number of active participants reported on line 7a of the Form 55002015-01-01698
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0169
Total of all active and inactive participants2015-01-01767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01767
Number of participants with account balances2015-01-01767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
Number of employers contributing to the scheme2015-01-017
2014: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01818
Total number of active participants reported on line 7a of the Form 55002014-01-01719
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01105
Total of all active and inactive participants2014-01-01824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01824
Number of participants with account balances2014-01-01824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-018
2013: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01806
Total number of active participants reported on line 7a of the Form 55002013-01-01716
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01102
Total of all active and inactive participants2013-01-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01818
Number of participants with account balances2013-01-01818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-018
2012: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01846
Total number of active participants reported on line 7a of the Form 55002012-01-01704
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01102
Total of all active and inactive participants2012-01-01806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01806
Number of participants with account balances2012-01-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-018
2011: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01774
Total number of active participants reported on line 7a of the Form 55002011-01-01736
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01110
Total of all active and inactive participants2011-01-01846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01846
Number of participants with account balances2011-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-018
2009: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01857
Total number of active participants reported on line 7a of the Form 55002009-01-01786
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0161
Total of all active and inactive participants2009-01-01847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01847
Number of participants with account balances2009-01-01847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-018

Financial Data on GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,257
Total income from all sources (including contributions)2022-12-31$-681,477
Total of all expenses incurred2022-12-31$938,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$826,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$687,660
Value of total assets at end of year2022-12-31$9,616,064
Value of total assets at beginning of year2022-12-31$11,217,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$111,573
Total interest from all sources2022-12-31$32,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$17,970
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$579,440
Participant contributions at end of year2022-12-31$78,167
Participant contributions at beginning of year2022-12-31$72,043
Participant contributions at end of year2022-12-31$44,661
Participant contributions at beginning of year2022-12-31$35,855
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$22,905
Administrative expenses (other) incurred2022-12-31$37,474
Liabilities. Value of operating payables at end of year2022-12-31$18,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,619,927
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,597,807
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,217,734
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
Value of interest in pooled separate accounts at end of year2022-12-31$6,232,577
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,044,998
Interest on participant loans2022-12-31$4,526
Interest earned on other investments2022-12-31$28,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$23,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,227,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,028,484
Net investment gain/loss from pooled separate accounts2022-12-31$-1,401,783
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$108,220
Employer contributions (assets) at end of year2022-12-31$10,125
Employer contributions (assets) at beginning of year2022-12-31$7,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$826,877
Contract administrator fees2022-12-31$56,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31STEVEN D EISENBERG CPA,P.A.
Accountancy firm EIN2022-12-31650140643
2021 : GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,607,871
Total of all expenses incurred2021-12-31$875,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$776,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$689,961
Value of total assets at end of year2021-12-31$11,217,734
Value of total assets at beginning of year2021-12-31$10,484,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$98,338
Total interest from all sources2021-12-31$98,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$24,800
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$593,266
Participant contributions at end of year2021-12-31$72,043
Participant contributions at beginning of year2021-12-31$179,200
Participant contributions at end of year2021-12-31$35,855
Participant contributions at beginning of year2021-12-31$57,954
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$22,905
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$21,018
Other income not declared elsewhere2021-12-31$2,500
Administrative expenses (other) incurred2021-12-31$12,301
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$732,751
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,217,734
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,484,983
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 pooled separate accounts at end of year2021-12-31$8,044,998
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,147,664
Interest on participant loans2021-12-31$8,694
Interest earned on other investments2021-12-31$89,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,645
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$12,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$12,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,028,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,051,226
Net investment gain/loss from pooled separate accounts2021-12-31$816,883
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$96,695
Employer contributions (assets) at end of year2021-12-31$7,804
Employer contributions (assets) at beginning of year2021-12-31$15,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$776,782
Contract administrator fees2021-12-31$61,237
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN2021-12-31650140643
2020 : GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT 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$1,752,449
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,346,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,229,057
Expenses. Certain deemed distributions of participant loans2020-12-31$15,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$652,170
Value of total assets at end of year2020-12-31$10,484,983
Value of total assets at beginning of year2020-12-31$10,079,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$101,904
Total interest from all sources2020-12-31$93,702
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$9,640
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$567,974
Participant contributions at end of year2020-12-31$179,200
Participant contributions at beginning of year2020-12-31$223,333
Participant contributions at end of year2020-12-31$57,954
Participant contributions at beginning of year2020-12-31$45,720
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,343
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$21,018
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$20,892
Administrative expenses (other) incurred2020-12-31$10,232
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$405,752
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,484,983
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,079,231
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
Value of interest in pooled separate accounts at end of year2020-12-31$7,147,664
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,661,674
Interest on participant loans2020-12-31$12,288
Interest earned on other investments2020-12-31$81,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$12,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$8,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$8,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,051,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,104,467
Net investment gain/loss from pooled separate accounts2020-12-31$1,006,577
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$57,853
Employer contributions (assets) at end of year2020-12-31$15,658
Employer contributions (assets) at beginning of year2020-12-31$14,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,229,057
Contract administrator fees2020-12-31$82,032
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GREG HAMILTON CPA LLC
Accountancy firm EIN2020-12-31810952071
2019 : GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,957,701
Total of all expenses incurred2019-12-31$1,112,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,047,420
Expenses. Certain deemed distributions of participant loans2019-12-31$15,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$730,312
Value of total assets at end of year2019-12-31$10,079,231
Value of total assets at beginning of year2019-12-31$9,234,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,047
Total interest from all sources2019-12-31$49,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$18,478
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$568,943
Participant contributions at end of year2019-12-31$223,333
Participant contributions at beginning of year2019-12-31$201,447
Participant contributions at end of year2019-12-31$45,720
Participant contributions at beginning of year2019-12-31$39,259
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$49,512
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$20,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$20,224
Administrative expenses (other) incurred2019-12-31$3,767
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$844,729
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,079,231
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,234,502
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
Value of interest in pooled separate accounts at end of year2019-12-31$6,661,674
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,676,506
Interest on participant loans2019-12-31$11,484
Interest earned on other investments2019-12-31$37,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$31,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$31,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$82
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,104,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,252,641
Net investment gain/loss from pooled separate accounts2019-12-31$1,177,907
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$111,857
Employer contributions (assets) at end of year2019-12-31$14,434
Employer contributions (assets) at beginning of year2019-12-31$13,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,047,420
Contract administrator fees2019-12-31$27,802
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2019-12-31721396621
2018 : GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$397,319
Total of all expenses incurred2018-12-31$962,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$902,999
Expenses. Certain deemed distributions of participant loans2018-12-31$35,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$714,215
Value of total assets at end of year2018-12-31$9,234,502
Value of total assets at beginning of year2018-12-31$9,799,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,394
Total interest from all sources2018-12-31$40,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$5,736
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$605,686
Participant contributions at end of year2018-12-31$201,447
Participant contributions at beginning of year2018-12-31$170,848
Participant contributions at end of year2018-12-31$39,259
Participant contributions at beginning of year2018-12-31$63,114
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$20,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$20,991
Administrative expenses (other) incurred2018-12-31$1,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-565,483
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,234,502
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,799,985
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 pooled separate accounts at end of year2018-12-31$5,676,506
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,371,285
Interest on participant loans2018-12-31$8,871
Interest earned on other investments2018-12-31$31,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$31,132
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$21,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$21,894
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,252,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,140,656
Net investment gain/loss from pooled separate accounts2018-12-31$-357,373
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$108,529
Employer contributions (assets) at end of year2018-12-31$13,293
Employer contributions (assets) at beginning of year2018-12-31$11,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$902,999
Contract administrator fees2018-12-31$16,889
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2018-12-31721396621
2017 : GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT 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$1,794,278
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,986,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,889,467
Expenses. Certain deemed distributions of participant loans2017-12-31$52,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$937,118
Value of total assets at end of year2017-12-31$9,799,985
Value of total assets at beginning of year2017-12-31$9,991,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$44,156
Total interest from all sources2017-12-31$38,671
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
Administrative expenses professional fees incurred2017-12-31$9,740
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 period2017-12-31No
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$739,310
Participant contributions at end of year2017-12-31$170,848
Participant contributions at beginning of year2017-12-31$262,505
Participant contributions at end of year2017-12-31$63,114
Participant contributions at beginning of year2017-12-31$50,858
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$76,022
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$20,991
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$21,325
Administrative expenses (other) incurred2017-12-31$2,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-191,772
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,799,985
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,991,757
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 pooled separate accounts at end of year2017-12-31$6,371,285
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,880,467
Interest on participant loans2017-12-31$10,361
Interest earned on other investments2017-12-31$28,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$21,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$114,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$114,719
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,140,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,656,348
Net investment gain/loss from pooled separate accounts2017-12-31$818,489
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$121,786
Employer contributions (assets) at end of year2017-12-31$11,197
Employer contributions (assets) at beginning of year2017-12-31$5,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,889,467
Contract administrator fees2017-12-31$31,608
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2017-12-31721396621
2016 : GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT 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$1,443,480
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$984,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$906,873
Expenses. Certain deemed distributions of participant loans2016-12-31$20,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,103,523
Value of total assets at end of year2016-12-31$9,991,757
Value of total assets at beginning of year2016-12-31$9,532,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$56,859
Total interest from all sources2016-12-31$44,685
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
Administrative expenses professional fees incurred2016-12-31$16,490
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 period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$995,271
Participant contributions at end of year2016-12-31$262,505
Participant contributions at beginning of year2016-12-31$241,886
Participant contributions at end of year2016-12-31$50,858
Participant contributions at beginning of year2016-12-31$70,808
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$21,325
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$23,626
Administrative expenses (other) incurred2016-12-31$5,034
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$458,782
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,991,757
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,532,975
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 pooled separate accounts at end of year2016-12-31$5,880,467
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,376,232
Interest on participant loans2016-12-31$13,798
Interest earned on other investments2016-12-31$30,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$114,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$146,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$146,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,656,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,667,414
Net investment gain/loss from pooled separate accounts2016-12-31$295,272
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$108,252
Employer contributions (assets) at end of year2016-12-31$5,535
Employer contributions (assets) at beginning of year2016-12-31$6,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$906,873
Contract administrator fees2016-12-31$35,335
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2016-12-31721396621
2015 : GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,447,300
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,622,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,468,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,326,090
Value of total assets at end of year2015-12-31$9,532,975
Value of total assets at beginning of year2015-12-31$9,707,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$153,794
Total interest from all sources2015-12-31$47,926
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$14,795
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 period2015-12-31No
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$1,201,099
Participant contributions at end of year2015-12-31$241,886
Participant contributions at beginning of year2015-12-31$212,030
Participant contributions at end of year2015-12-31$70,808
Participant contributions at beginning of year2015-12-31$41,874
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$23,626
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$43,260
Other income not declared elsewhere2015-12-31$85,401
Administrative expenses (other) incurred2015-12-31$10,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-174,988
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,532,975
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,707,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$60,627
Value of interest in pooled separate accounts at end of year2015-12-31$5,376,232
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,431,629
Interest on participant loans2015-12-31$11,925
Interest earned on other investments2015-12-31$36,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$146,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$99,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$99,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,667,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,872,733
Net investment gain/loss from pooled separate accounts2015-12-31$-12,117
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$124,991
Employer contributions (assets) at end of year2015-12-31$6,764
Employer contributions (assets) at beginning of year2015-12-31$6,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,468,494
Contract administrator fees2015-12-31$67,795
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31AGH, LLC
Accountancy firm EIN2015-12-31582588678
2014 : GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,402,696
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,536,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,396,109
Expenses. Certain deemed distributions of participant loans2014-12-31$35,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,132,177
Value of total assets at end of year2014-12-31$9,516,392
Value of total assets at beginning of year2014-12-31$9,649,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$104,354
Total interest from all sources2014-12-31$52,756
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$16,500
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$1,026,931
Participant contributions at end of year2014-12-31$212,030
Participant contributions at beginning of year2014-12-31$296,788
Participant contributions at end of year2014-12-31$41,874
Participant contributions at beginning of year2014-12-31$37,856
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$43,260
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$39,123
Other income not declared elsewhere2014-12-31$-1,201
Administrative expenses (other) incurred2014-12-31$104,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-133,508
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,516,392
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,649,900
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$36,416
Value of interest in pooled separate accounts at end of year2014-12-31$5,431,629
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,972,860
Interest on participant loans2014-12-31$10,516
Interest earned on other investments2014-12-31$42,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$99,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$30,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$30,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,872,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,250,358
Net investment gain/loss from pooled separate accounts2014-12-31$218,964
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$105,246
Employer contributions (assets) at end of year2014-12-31$6,506
Employer contributions (assets) at beginning of year2014-12-31$21,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,396,109
Contract administrator fees2014-12-31$66,980
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 name2014-12-31AGH, LLC
Accountancy firm EIN2014-12-31582588678
2013 : GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,116,194
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,322,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,143,365
Expenses. Certain deemed distributions of participant loans2013-12-31$57,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,273,439
Value of total assets at end of year2013-12-31$9,649,900
Value of total assets at beginning of year2013-12-31$8,856,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$122,211
Total interest from all sources2013-12-31$66,473
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$15,434
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$1,074,189
Participant contributions at end of year2013-12-31$296,788
Participant contributions at beginning of year2013-12-31$299,961
Participant contributions at end of year2013-12-31$37,856
Participant contributions at beginning of year2013-12-31$40,326
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$29,511
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$39,123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$40,988
Other income not declared elsewhere2013-12-31$71,724
Administrative expenses (other) incurred2013-12-31$2,909
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$793,473
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,649,900
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,856,427
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$39,785
Value of interest in pooled separate accounts at end of year2013-12-31$4,972,860
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,800,164
Interest on participant loans2013-12-31$11,871
Interest earned on other investments2013-12-31$54,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$30,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$37,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$37,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,250,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,616,304
Net investment gain/loss from pooled separate accounts2013-12-31$704,558
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$169,739
Employer contributions (assets) at end of year2013-12-31$21,960
Employer contributions (assets) at beginning of year2013-12-31$21,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,143,365
Contract administrator fees2013-12-31$64,083
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 name2013-12-31AGH, LLC
Accountancy firm EIN2013-12-31582588678
2012 : GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,882,808
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,140,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$987,492
Expenses. Certain deemed distributions of participant loans2012-12-31$64,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,369,448
Value of total assets at end of year2012-12-31$8,856,427
Value of total assets at beginning of year2012-12-31$8,114,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$88,439
Total interest from all sources2012-12-31$100,971
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,127,756
Participant contributions at end of year2012-12-31$299,961
Participant contributions at beginning of year2012-12-31$250,821
Participant contributions at end of year2012-12-31$40,326
Participant contributions at beginning of year2012-12-31$28,543
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,532
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$40,988
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$38,567
Other income not declared elsewhere2012-12-31$46,004
Administrative expenses (other) incurred2012-12-31$88,439
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$741,961
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,856,427
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,114,466
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$3,800,164
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,032,112
Interest on participant loans2012-12-31$9,754
Interest earned on other investments2012-12-31$91,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$37,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$135,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$135,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,616,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,608,348
Net investment gain/loss from pooled separate accounts2012-12-31$366,385
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$228,160
Employer contributions (assets) at end of year2012-12-31$21,128
Employer contributions (assets) at beginning of year2012-12-31$20,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$987,492
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 name2012-12-31AGH, LLC
Accountancy firm EIN2012-12-31582588678
2011 : GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,612,043
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,600,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,463,348
Expenses. Certain deemed distributions of participant loans2011-12-31$22,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,479,480
Value of total assets at end of year2011-12-31$8,114,466
Value of total assets at beginning of year2011-12-31$8,103,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$114,968
Total interest from all sources2011-12-31$135,665
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$948,795
Participant contributions at end of year2011-12-31$250,821
Participant contributions at beginning of year2011-12-31$246,104
Participant contributions at end of year2011-12-31$28,543
Participant contributions at beginning of year2011-12-31$151,570
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$296,493
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$38,567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$48,901
Other income not declared elsewhere2011-12-31$-17,380
Administrative expenses (other) incurred2011-12-31$114,968
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$11,189
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,114,466
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,103,277
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$3,032,112
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,513,852
Interest on participant loans2011-12-31$9,440
Interest earned on other investments2011-12-31$126,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$135,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$42,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$42,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,608,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,071,896
Net investment gain/loss from pooled separate accounts2011-12-31$14,278
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$234,192
Employer contributions (assets) at end of year2011-12-31$20,109
Employer contributions (assets) at beginning of year2011-12-31$28,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,463,348
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 name2011-12-31CLACK & ASSOCIATES, PC
Accountancy firm EIN2011-12-31581581715
2010 : GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,759,154
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,549,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,380,036
Expenses. Certain deemed distributions of participant loans2010-12-31$80,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,269,678
Value of total assets at end of year2010-12-31$8,103,277
Value of total assets at beginning of year2010-12-31$8,893,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$88,464
Total interest from all sources2010-12-31$174,281
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
Administrative expenses professional fees incurred2010-12-31$21,659
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$794,375
Participant contributions at end of year2010-12-31$246,104
Participant contributions at beginning of year2010-12-31$255,951
Participant contributions at end of year2010-12-31$151,570
Participant contributions at beginning of year2010-12-31$116,582
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$48,901
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$29,810
Other income not declared elsewhere2010-12-31$38,746
Administrative expenses (other) incurred2010-12-31$66,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-790,245
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,103,277
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,893,522
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$2,513,852
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,065,556
Interest on participant loans2010-12-31$9,333
Interest earned on other investments2010-12-31$164,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$42,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$106,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$106,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,071,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,265,636
Net investment gain/loss from pooled separate accounts2010-12-31$276,449
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$475,303
Employer contributions (assets) at end of year2010-12-31$28,226
Employer contributions (assets) at beginning of year2010-12-31$53,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,380,036
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLACK & ASSOCIATES, PC
Accountancy firm EIN2010-12-31581581715
2009 : GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT 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 GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN

2022: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-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 planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-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 planYes
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: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-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 planYes
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: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-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 planYes
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: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-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 planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GRAPHIC COMMUNICATIONS UNION LOCAL 527-S DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038412
Policy instance 1
Insurance contract or identification number038412
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038412
Policy instance 1
Insurance contract or identification number038412
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38412
Policy instance 1
Insurance contract or identification number38412
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38412
Policy instance 1
Insurance contract or identification number38412
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38412
Policy instance 1
Insurance contract or identification number38412
Number of Individuals Covered570
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38412
Policy instance 1
Insurance contract or identification number38412
Number of Individuals Covered611
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3