401k Plan data: OPEIU NATIONAL RETIREMENT SAVINGS PLAN plan

OPEIU NATIONAL RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	OPEIU NATIONAL RETIREMENT SAVINGS PLAN
Plan identification number	001

OPEIU NATIONAL RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE OPEIU NATIONAL RETIREMENT SAVINGS PLAN has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF THE OPEIU NATIONAL RETIREMENT SAVINGS PLAN

Employer identification number (EIN): 824669377

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPEIU NATIONAL RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01

Plan Statistics for OPEIU NATIONAL RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for OPEIU NATIONAL RETIREMENT SAVINGS PLAN

Measure Date Value
2022: OPEIU NATIONAL RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,776
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,888
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 554
Total of all active and inactive participants 2022-01-01 2,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2,445
Number of participants with account balances 2022-01-01 1,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
Number of employers contributing to the scheme 2022-01-01 38
2021: OPEIU NATIONAL RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,429
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 990
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 783
Total of all active and inactive participants 2021-01-01 1,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,776
Number of participants with account balances 2021-01-01 1,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 17
Number of employers contributing to the scheme 2021-01-01 41
2020: OPEIU NATIONAL RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 368
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 915
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 511
Total of all active and inactive participants 2020-01-01 1,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,429
Number of participants with account balances 2020-01-01 1,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
Number of employers contributing to the scheme 2020-01-01 11
2019: OPEIU NATIONAL RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 283
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 85
Total of all active and inactive participants 2019-01-01 368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 368
Number of participants with account balances 2019-01-01 368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
Number of employers contributing to the scheme 2019-01-01 7

Measure	Date	Value
2022: OPEIU NATIONAL RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,776
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,888
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	554
Total of all active and inactive participants	2022-01-01	2,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2,445
Number of participants with account balances	2022-01-01	1,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
Number of employers contributing to the scheme	2022-01-01	38
2021: OPEIU NATIONAL RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,429
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	990
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	783
Total of all active and inactive participants	2021-01-01	1,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,776
Number of participants with account balances	2021-01-01	1,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	17
Number of employers contributing to the scheme	2021-01-01	41
2020: OPEIU NATIONAL RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	368
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	915
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	511
Total of all active and inactive participants	2020-01-01	1,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,429
Number of participants with account balances	2020-01-01	1,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
Number of employers contributing to the scheme	2020-01-01	11
2019: OPEIU NATIONAL RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	283
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	85
Total of all active and inactive participants	2019-01-01	368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	368
Number of participants with account balances	2019-01-01	368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
Number of employers contributing to the scheme	2019-01-01	7

Financial Data on OPEIU NATIONAL RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : OPEIU NATIONAL RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$2,563,334
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	$135,732
Total income from all sources (including contributions)	2022-12-31	$-8,709,126
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$13,055,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$12,552,651
Expenses. Certain deemed distributions of participant loans	2022-12-31	$145,902
Value of total corrective distributions	2022-12-31	$10,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,597,220
Value of total assets at end of year	2022-12-31	$86,050,685
Value of total assets at beginning of year	2022-12-31	$105,387,340
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$346,350
Total interest from all sources	2022-12-31	$294,429
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$304,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$304,654
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$3,056,239
Participant contributions at end of year	2022-12-31	$1,517,586
Participant contributions at beginning of year	2022-12-31	$1,694,581
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$155,245
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,282,202
Other income not declared elsewhere	2022-12-31	$-108,818
Administrative expenses (other) incurred	2022-12-31	$346,350
Liabilities. Value of operating payables at beginning of year	2022-12-31	$135,732
Total non interest bearing cash at beginning of year	2022-12-31	$103,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-21,764,257
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$86,050,685
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$105,251,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$14,076,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$17,017,850
Value of interest in pooled separate accounts at end of year	2022-12-31	$41,883
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$25,201
Interest on participant loans	2022-12-31	$68,770
Interest earned on other investments	2022-12-31	$225,659
Value of interest in common/collective trusts at end of year	2022-12-31	$56,963,547
Value of interest in common/collective trusts at beginning of year	2022-12-31	$76,838,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$13,451,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$9,407,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,012,213
Net investment gain/loss from pooled separate accounts	2022-12-31	$-4,881
Net investment gain or loss from common/collective trusts	2022-12-31	$-12,779,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,258,779
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$144,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$12,552,651
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	CALIBRE CPA GROUP PLLC
Accountancy firm EIN	2022-12-31	470900880
2021 : OPEIU NATIONAL RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$10,852,335
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$135,732
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	$24,310,849
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$19,435,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$18,990,904
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,955
Value of total corrective distributions	2021-12-31	$2,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,891,633
Value of total assets at end of year	2021-12-31	$105,387,340
Value of total assets at beginning of year	2021-12-31	$89,524,106
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$439,940
Total interest from all sources	2021-12-31	$264,641
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$288,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$288,823
Administrative expenses professional fees incurred	2021-12-31	$103,125
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,714,990
Participant contributions at end of year	2021-12-31	$1,694,581
Participant contributions at beginning of year	2021-12-31	$1,838,481
Participant contributions at end of year	2021-12-31	$155,245
Participant contributions at beginning of year	2021-12-31	$128,078
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,251,481
Other income not declared elsewhere	2021-12-31	$-1,288,221
Administrative expenses (other) incurred	2021-12-31	$82,543
Liabilities. Value of operating payables at end of year	2021-12-31	$135,732
Total non interest bearing cash at end of year	2021-12-31	$103,555
Total non interest bearing cash at beginning of year	2021-12-31	$1,288,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,875,167
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$105,251,608
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$89,524,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$93,003
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$17,017,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,906,436
Value of interest in pooled separate accounts at end of year	2021-12-31	$25,201
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$32,478
Interest on participant loans	2021-12-31	$80,503
Interest earned on other investments	2021-12-31	$184,138
Value of interest in common/collective trusts at end of year	2021-12-31	$76,838,890
Value of interest in common/collective trusts at beginning of year	2021-12-31	$64,238,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$9,407,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$9,967,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,323,805
Net investment gain/loss from pooled separate accounts	2021-12-31	$3,076
Net investment gain or loss from common/collective trusts	2021-12-31	$14,538,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,925,162
Employer contributions (assets) at end of year	2021-12-31	$144,046
Employer contributions (assets) at beginning of year	2021-12-31	$125,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$18,990,904
Contract administrator fees	2021-12-31	$161,269
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CALIBRE CPA GROUP PLLC
Accountancy firm EIN	2021-12-31	470900880
2020 : OPEIU NATIONAL RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$71,925,274
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	$18,098,311
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$5,703,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,584,100
Expenses. Certain deemed distributions of participant loans	2020-12-31	$44,577
Value of total corrective distributions	2020-12-31	$25,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$5,327,147
Value of total assets at end of year	2020-12-31	$89,524,106
Value of total assets at beginning of year	2020-12-31	$5,204,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$49,510
Total interest from all sources	2020-12-31	$145,687
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$190,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$190,148
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,197,596
Participant contributions at end of year	2020-12-31	$1,838,481
Participant contributions at beginning of year	2020-12-31	$115,806
Participant contributions at end of year	2020-12-31	$128,078
Participant contributions at beginning of year	2020-12-31	$24,914
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$117,043
Other income not declared elsewhere	2020-12-31	$85
Administrative expenses (other) incurred	2020-12-31	$49,510
Total non interest bearing cash at end of year	2020-12-31	$1,288,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$12,394,610
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$89,524,106
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,204,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,906,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,417,337
Value of interest in pooled separate accounts at end of year	2020-12-31	$32,478
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$8,677
Interest on participant loans	2020-12-31	$49,528
Interest earned on other investments	2020-12-31	$96,159
Value of interest in common/collective trusts at end of year	2020-12-31	$64,238,002
Value of interest in common/collective trusts at beginning of year	2020-12-31	$3,215,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$9,967,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$396,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,377,738
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,903
Net investment gain or loss from common/collective trusts	2020-12-31	$11,054,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,012,508
Employer contributions (assets) at end of year	2020-12-31	$125,202
Employer contributions (assets) at beginning of year	2020-12-31	$25,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,584,100
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CALIBRE CPA GROUP PLLC
Accountancy firm EIN	2020-12-31	470900880
2019 : OPEIU NATIONAL RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$4,195,266
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,154,861
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$145,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$125,571
Expenses. Certain deemed distributions of participant loans	2019-12-31	$7,520
Value of total corrective distributions	2019-12-31	$1,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$708,129
Value of total assets at end of year	2019-12-31	$5,204,222
Value of total assets at beginning of year	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,558
Total interest from all sources	2019-12-31	$9,805
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$22,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$22,105
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$473,405
Participant contributions at end of year	2019-12-31	$115,806
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$24,914
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$108,958
Other income not declared elsewhere	2019-12-31	$3,449
Administrative expenses (other) incurred	2019-12-31	$11,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,008,956
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,204,222
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,417,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$8,677
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$4,671
Interest earned on other investments	2019-12-31	$5,134
Value of interest in common/collective trusts at end of year	2019-12-31	$3,215,351
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$396,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$146,345
Net investment gain/loss from pooled separate accounts	2019-12-31	$462
Net investment gain or loss from common/collective trusts	2019-12-31	$264,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$125,766
Employer contributions (assets) at end of year	2019-12-31	$25,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$125,571
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CALIBRE CPA GROUP PLLC
Accountancy firm EIN	2019-12-31	470900880

Form 5500 Responses for OPEIU NATIONAL RETIREMENT SAVINGS PLAN

2022: OPEIU NATIONAL RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OPEIU NATIONAL RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OPEIU NATIONAL RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OPEIU NATIONAL RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	First time form 5500 has been submitted	Yes
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

075108

Policy instance

Insurance contract or identification number	075108
Number of Individuals Covered	2445
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

075108

Policy instance

Insurance contract or identification number	075108
Number of Individuals Covered	1776
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

075108

Policy instance

Insurance contract or identification number	075108
Number of Individuals Covered	1429
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

075108

Policy instance

Insurance contract or identification number	075108
Number of Individuals Covered	368
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BOARD OF TRUSTEES OF THE OPEIU NATIONAL RETIREMENT SAVINGS PLAN
Employer identification number (EIN):	824669377
NAIC Classification:	813930
NAIC Description:	Labor Unions and Similar Labor Organizations