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UNION EMPLOYEES 401(K) PLAN 401k Plan overview

Plan NameUNION EMPLOYEES 401(K) PLAN
Plan identification number 003

UNION EMPLOYEES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

AMERICAN CAST IRON PIPE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN CAST IRON PIPE COMPANY
Employer identification number (EIN):630008070

Additional information about AMERICAN CAST IRON PIPE COMPANY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1918-12-16
Company Identification Number: 0000297206
Legal Registered Office Address: PO BOX 2727

BIRMINGHAM
United States of America (USA)
35202

More information about AMERICAN CAST IRON PIPE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01SCOTT SCHWARTZ2023-10-16
0032021-01-01SCOTT SCHWARTZ2022-10-14
0032021-01-01SCOTT SCHWARTZ2023-04-27
0032020-01-01SCOTT SCHWARTZ2021-09-17
0032019-01-01JOHN COOK2020-10-14
0032018-01-01
0032017-01-01JOHN COOK JOHN COOK2018-10-15
0032016-01-01JOHN COOK JOHN COOK2017-10-12
0032015-01-01JOHN COOK JOHN COOK2016-10-12
0032014-01-01JOHN COOK JOHN COOK2015-10-13
0032013-01-01CHARLES DOWLING CHARLES DOWLING2014-09-08
0032012-01-01CHARLES DOWLING
0032011-01-01CHARLES DOWLING
0032010-01-01CHARLES DOWLING
0032009-01-01CHARLES DOWLING
0032009-01-01CHARLES DOWLING
0032009-01-01 CHARLES DOWLING2010-07-30

Plan Statistics for UNION EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for UNION EMPLOYEES 401(K) PLAN

Measure Date Value
2022: UNION EMPLOYEES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01472
Total number of active participants reported on line 7a of the Form 55002022-01-01417
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0162
Total of all active and inactive participants2022-01-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01490
Number of participants with account balances2022-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: UNION EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01443
Total number of active participants reported on line 7a of the Form 55002021-01-01406
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-0155
Total of all active and inactive participants2021-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01472
Number of participants with account balances2021-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: UNION EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01434
Total number of active participants reported on line 7a of the Form 55002020-01-01392
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01443
Number of participants with account balances2020-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: UNION EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01423
Total number of active participants reported on line 7a of the Form 55002019-01-01396
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01434
Number of participants with account balances2019-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: UNION EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01419
Total number of active participants reported on line 7a of the Form 55002018-01-01383
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01423
Number of participants with account balances2018-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: UNION EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01406
Total number of active participants reported on line 7a of the Form 55002017-01-01384
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01419
Number of participants with account balances2017-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: UNION EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01330
Total number of active participants reported on line 7a of the Form 55002016-01-01366
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01406
Number of participants with account balances2016-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: UNION EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01401
Total number of active participants reported on line 7a of the Form 55002015-01-01370
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01404
Number of participants with account balances2015-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: UNION EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01391
Total number of active participants reported on line 7a of the Form 55002014-01-01365
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01401
Number of participants with account balances2014-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: UNION EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01297
Total number of active participants reported on line 7a of the Form 55002013-01-01351
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01393
Number of participants with account balances2013-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: UNION EMPLOYEES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01274
Total number of active participants reported on line 7a of the Form 55002012-01-01346
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01394
Number of participants with account balances2012-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: UNION EMPLOYEES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01291
Total number of active participants reported on line 7a of the Form 55002011-01-01365
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-01400
Number of participants with account balances2011-01-01274
2010: UNION EMPLOYEES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01307
Total number of active participants reported on line 7a of the Form 55002010-01-01384
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0132
Total of all active and inactive participants2010-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-016
Total participants2010-01-01426
Number of participants with account balances2010-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: UNION EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01500
Total number of active participants reported on line 7a of the Form 55002009-01-01396
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-01441
Number of participants with account balances2009-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on UNION EMPLOYEES 401(K) PLAN

Measure Date Value
2022 : UNION EMPLOYEES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$265,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,045,044
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,705,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,689,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,342,406
Value of total assets at end of year2022-12-31$35,324,537
Value of total assets at beginning of year2022-12-31$41,339,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,922
Total interest from all sources2022-12-31$41,785
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,011,230
Participant contributions at end of year2022-12-31$1,103,668
Participant contributions at beginning of year2022-12-31$1,016,175
Administrative expenses (other) incurred2022-12-31$15,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,750,152
Value of net assets at end of year (total assets less liabilities)2022-12-31$35,324,537
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$41,339,815
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
Interest on participant loans2022-12-31$41,785
Value of interest in master investment trust accounts at end of year2022-12-31$33,833,537
Value of interest in master investment trust accounts at beginning of year2022-12-31$39,938,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,331,176
Employer contributions (assets) at end of year2022-12-31$387,332
Employer contributions (assets) at beginning of year2022-12-31$384,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,689,186
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 name2022-12-31WARREN AVERETT, LLC
Accountancy firm EIN2022-12-31454084437
2021 : UNION EMPLOYEES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$308,665
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,480,792
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,352,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,342,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,009,086
Value of total assets at end of year2021-12-31$41,339,815
Value of total assets at beginning of year2021-12-31$37,519,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,472
Total interest from all sources2021-12-31$46,618
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,787,794
Participant contributions at end of year2021-12-31$1,016,175
Participant contributions at beginning of year2021-12-31$1,055,158
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$26,687
Administrative expenses (other) incurred2021-12-31$9,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,128,611
Value of net assets at end of year (total assets less liabilities)2021-12-31$41,339,815
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,519,869
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
Interest on participant loans2021-12-31$46,618
Value of interest in master investment trust accounts at end of year2021-12-31$39,938,943
Value of interest in master investment trust accounts at beginning of year2021-12-31$36,123,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,194,605
Employer contributions (assets) at end of year2021-12-31$384,697
Employer contributions (assets) at beginning of year2021-12-31$341,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,342,709
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WARREN AVERETT, LLC
Accountancy firm EIN2021-12-31454084437
2020 : UNION EMPLOYEES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$179,742
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$7,724,985
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,150,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,146,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,665,113
Value of total assets at end of year2020-12-31$37,519,869
Value of total assets at beginning of year2020-12-31$32,765,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,752
Total interest from all sources2020-12-31$53,106
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
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,525,692
Participant contributions at end of year2020-12-31$1,055,158
Participant contributions at beginning of year2020-12-31$1,129,598
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$51,576
Administrative expenses (other) incurred2020-12-31$4,752
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$4,574,179
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,519,869
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$32,765,948
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
Interest on participant loans2020-12-31$53,106
Value of interest in master investment trust accounts at end of year2020-12-31$36,123,563
Value of interest in master investment trust accounts at beginning of year2020-12-31$31,293,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,087,845
Employer contributions (assets) at end of year2020-12-31$341,148
Employer contributions (assets) at beginning of year2020-12-31$343,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,146,054
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 name2020-12-31WARREN AVERETT, LLC
Accountancy firm EIN2020-12-31454084437
2019 : UNION EMPLOYEES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$66,742
Total transfer of assets from this plan2019-12-31$66,742
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,208,776
Total income from all sources (including contributions)2019-12-31$8,208,776
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,745,353
Total of all expenses incurred2019-12-31$1,745,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,735,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,735,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,499,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,499,978
Value of total assets at end of year2019-12-31$32,765,948
Value of total assets at end of year2019-12-31$32,765,948
Value of total assets at beginning of year2019-12-31$26,369,267
Value of total assets at beginning of year2019-12-31$26,369,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,531
Total interest from all sources2019-12-31$56,038
Total interest from all sources2019-12-31$56,038
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,500,000
Value of fidelity bond cover2019-12-31$2,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,411,979
Contributions received from participants2019-12-31$1,411,979
Participant contributions at end of year2019-12-31$1,129,598
Participant contributions at end of year2019-12-31$1,129,598
Participant contributions at beginning of year2019-12-31$1,221,279
Participant contributions at beginning of year2019-12-31$1,221,279
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$52,429
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$52,429
Administrative expenses (other) incurred2019-12-31$9,531
Administrative expenses (other) incurred2019-12-31$9,531
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
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$6,463,423
Value of net income/loss2019-12-31$6,463,423
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,765,948
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,765,948
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,369,267
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,369,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$56,038
Interest on participant loans2019-12-31$56,038
Value of interest in master investment trust accounts at end of year2019-12-31$31,293,103
Value of interest in master investment trust accounts at end of year2019-12-31$31,293,103
Value of interest in master investment trust accounts at beginning of year2019-12-31$24,827,171
Value of interest in master investment trust accounts at beginning of year2019-12-31$24,827,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,035,570
Contributions received in cash from employer2019-12-31$1,035,570
Employer contributions (assets) at end of year2019-12-31$343,247
Employer contributions (assets) at end of year2019-12-31$343,247
Employer contributions (assets) at beginning of year2019-12-31$320,817
Employer contributions (assets) at beginning of year2019-12-31$320,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,735,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,735,822
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WARREN AVERETT, LLC
Accountancy firm name2019-12-31WARREN AVERETT, LLC
Accountancy firm EIN2019-12-31454084437
Accountancy firm EIN2019-12-31454084437
2018 : UNION EMPLOYEES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$50,159
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$694,832
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,153,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,143,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,254,170
Value of total assets at end of year2018-12-31$26,369,267
Value of total assets at beginning of year2018-12-31$27,877,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,814
Total interest from all sources2018-12-31$44,841
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,324,406
Participant contributions at end of year2018-12-31$1,221,279
Participant contributions at beginning of year2018-12-31$1,020,130
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$28,899
Administrative expenses (other) incurred2018-12-31$9,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-1,458,491
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,369,267
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,877,917
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
Interest on participant loans2018-12-31$44,841
Value of interest in master investment trust accounts at end of year2018-12-31$24,827,171
Value of interest in master investment trust accounts at beginning of year2018-12-31$26,523,997
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$900,865
Employer contributions (assets) at end of year2018-12-31$320,817
Employer contributions (assets) at beginning of year2018-12-31$333,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,143,509
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 name2018-12-31WARREN AVERETT, LLC
Accountancy firm EIN2018-12-31454084437
2017 : UNION EMPLOYEES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$261,927
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$6,030,862
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,835,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,835,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,258,689
Value of total assets at end of year2017-12-31$27,877,917
Value of total assets at beginning of year2017-12-31$23,944,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$596
Total interest from all sources2017-12-31$32,610
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,500,000
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$1,339,893
Participant contributions at end of year2017-12-31$1,020,130
Participant contributions at beginning of year2017-12-31$898,249
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,453
Administrative expenses (other) incurred2017-12-31$596
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$4,195,247
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,877,917
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,944,597
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
Interest on participant loans2017-12-31$32,610
Value of interest in master investment trust accounts at end of year2017-12-31$26,523,997
Value of interest in master investment trust accounts at beginning of year2017-12-31$22,737,317
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$903,343
Employer contributions (assets) at end of year2017-12-31$333,790
Employer contributions (assets) at beginning of year2017-12-31$309,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,835,019
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WARREN AVERETT, LLC
Accountancy firm EIN2017-12-31454084437
2016 : UNION EMPLOYEES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$36,548
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$4,018,246
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,207,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,203,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,080,477
Value of total assets at end of year2016-12-31$23,944,597
Value of total assets at beginning of year2016-12-31$22,170,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,951
Total interest from all sources2016-12-31$30,869
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,500,000
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$1,252,945
Participant contributions at end of year2016-12-31$898,249
Participant contributions at beginning of year2016-12-31$998,591
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$25,067
Administrative expenses (other) incurred2016-12-31$4,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,810,255
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,944,597
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,170,890
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
Interest on participant loans2016-12-31$30,869
Value of interest in master investment trust accounts at end of year2016-12-31$22,737,317
Value of interest in master investment trust accounts at beginning of year2016-12-31$20,878,768
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$802,465
Employer contributions (assets) at end of year2016-12-31$309,031
Employer contributions (assets) at beginning of year2016-12-31$293,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,203,040
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WARREN AVERETT, LLC
Accountancy firm EIN2016-12-31454084437
2015 : UNION EMPLOYEES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$282,488
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$1,861,738
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,785,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,768,626
Expenses. Certain deemed distributions of participant loans2015-12-31$11,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,019,295
Value of total assets at end of year2015-12-31$22,170,890
Value of total assets at beginning of year2015-12-31$22,377,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,435
Total interest from all sources2015-12-31$31,458
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,269,399
Participant contributions at end of year2015-12-31$998,591
Participant contributions at beginning of year2015-12-31$862,912
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$291
Administrative expenses (other) incurred2015-12-31$5,435
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$75,952
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,170,890
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,377,426
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
Interest on participant loans2015-12-31$31,458
Value of interest in master investment trust accounts at end of year2015-12-31$20,878,768
Value of interest in master investment trust accounts at beginning of year2015-12-31$21,233,274
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$749,605
Employer contributions (assets) at end of year2015-12-31$293,531
Employer contributions (assets) at beginning of year2015-12-31$281,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,768,626
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WARREN AVERETT,LLC
Accountancy firm EIN2015-12-31454084437
2014 : UNION EMPLOYEES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$245,573
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$3,225,367
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,038,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,030,664
Expenses. Certain deemed distributions of participant loans2014-12-31$2,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,832,717
Value of total assets at end of year2014-12-31$22,377,426
Value of total assets at beginning of year2014-12-31$21,436,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,209
Total interest from all sources2014-12-31$28,187
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,130,081
Participant contributions at end of year2014-12-31$862,912
Participant contributions at beginning of year2014-12-31$796,403
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$5,209
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$1,186,784
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,377,426
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,436,215
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
Interest on participant loans2014-12-31$28,187
Value of interest in master investment trust accounts at end of year2014-12-31$21,233,274
Value of interest in master investment trust accounts at beginning of year2014-12-31$20,442,597
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$698,016
Employer contributions (assets) at end of year2014-12-31$281,240
Employer contributions (assets) at beginning of year2014-12-31$197,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,030,664
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WARREN AVERETT, LLC
Accountancy firm EIN2014-12-31454084437
2013 : UNION EMPLOYEES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$9,829
Total transfer of assets from this plan2013-12-31$99,525
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$5,086,918
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,987,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,979,627
Expenses. Certain deemed distributions of participant loans2013-12-31$2,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,686,002
Value of total assets at end of year2013-12-31$21,436,215
Value of total assets at beginning of year2013-12-31$18,426,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,961
Total interest from all sources2013-12-31$24,904
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$972,724
Participant contributions at end of year2013-12-31$796,403
Participant contributions at beginning of year2013-12-31$785,598
Administrative expenses (other) incurred2013-12-31$4,961
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$3,099,682
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,436,215
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,426,229
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
Interest on participant loans2013-12-31$24,904
Value of interest in master investment trust accounts at end of year2013-12-31$20,442,597
Value of interest in master investment trust accounts at beginning of year2013-12-31$17,640,631
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$713,278
Employer contributions (assets) at end of year2013-12-31$197,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,979,627
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31WARREN AVERETT, LLC
Accountancy firm EIN2013-12-31454084437
2012 : UNION EMPLOYEES 401(K) PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$64,900
Total transfer of assets from this plan2012-12-31$1,645
Total income from all sources (including contributions)2012-12-31$3,021,685
Total of all expenses incurred2012-12-31$1,062,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,039,451
Expenses. Certain deemed distributions of participant loans2012-12-31$17,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,072,472
Value of total assets at end of year2012-12-31$18,426,229
Value of total assets at beginning of year2012-12-31$16,403,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,739
Total interest from all sources2012-12-31$28,094
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$820,784
Participant contributions at end of year2012-12-31$785,598
Participant contributions at beginning of year2012-12-31$810,642
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$329
Administrative expenses (other) incurred2012-12-31$5,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,959,050
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,426,229
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,403,924
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
Interest on participant loans2012-12-31$28,094
Value of interest in master investment trust accounts at end of year2012-12-31$17,640,631
Value of interest in master investment trust accounts at beginning of year2012-12-31$15,591,241
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$251,359
Employer contributions (assets) at beginning of year2012-12-31$2,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,039,451
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31WARREN AVERETT, LLC
Accountancy firm EIN2012-12-31631239854
2011 : UNION EMPLOYEES 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$929,520
Total of all expenses incurred2011-12-31$1,374,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,368,873
Expenses. Certain deemed distributions of participant loans2011-12-31$122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,055,895
Value of total assets at end of year2011-12-31$16,403,924
Value of total assets at beginning of year2011-12-31$16,848,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,492
Total interest from all sources2011-12-31$32,379
Administrative expenses professional fees incurred2011-12-31$5,492
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$795,216
Participant contributions at end of year2011-12-31$810,642
Participant contributions at beginning of year2011-12-31$858,944
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-444,967
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,403,924
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,848,890
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
Interest on participant loans2011-12-31$32,379
Value of interest in master investment trust accounts at end of year2011-12-31$15,591,241
Value of interest in master investment trust accounts at beginning of year2011-12-31$15,988,323
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$259,470
Employer contributions (assets) at end of year2011-12-31$2,041
Employer contributions (assets) at beginning of year2011-12-31$1,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,368,873
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WARREN AVERETT, LLC
Accountancy firm EIN2011-12-31631239864
2010 : UNION EMPLOYEES 401(K) PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$14,692
Total transfer of assets from this plan2010-12-31$-44,006
Total income from all sources (including contributions)2010-12-31$2,877,931
Total of all expenses incurred2010-12-31$924,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$913,324
Expenses. Certain deemed distributions of participant loans2010-12-31$10,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,151,711
Value of total assets at end of year2010-12-31$16,848,890
Value of total assets at beginning of year2010-12-31$14,924,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,212
Total interest from all sources2010-12-31$36,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$890,318
Participant contributions at end of year2010-12-31$858,944
Participant contributions at beginning of year2010-12-31$774,032
Administrative expenses (other) incurred2010-12-31$1,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,953,386
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,848,890
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,924,818
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
Interest on participant loans2010-12-31$36,190
Value of interest in master investment trust accounts at end of year2010-12-31$15,988,323
Value of interest in master investment trust accounts at beginning of year2010-12-31$14,141,082
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$261,393
Employer contributions (assets) at end of year2010-12-31$1,623
Employer contributions (assets) at beginning of year2010-12-31$9,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$913,324
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 name2010-12-31WARREN AVERETT KIMBROUGH AND MARINO
Accountancy firm EIN2010-12-31631239864

Form 5500 Responses for UNION EMPLOYEES 401(K) PLAN

2022: UNION EMPLOYEES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNION EMPLOYEES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNION EMPLOYEES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNION EMPLOYEES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNION EMPLOYEES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNION EMPLOYEES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNION EMPLOYEES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNION EMPLOYEES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNION EMPLOYEES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNION EMPLOYEES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNION EMPLOYEES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNION EMPLOYEES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNION EMPLOYEES 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNION EMPLOYEES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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