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Plan Name | COLORADO EDUCATION ASSOCIATION EMPLOYEES PENSION TRUST PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | COLORADO EDUCATION ASSOCIATION |
Employer identification number (EIN): | 840172608 |
NAIC Classification: | 813930 |
NAIC Description: | Labor Unions and Similar Labor Organizations |
Additional information about COLORADO EDUCATION ASSOCIATION
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1917-03-31 |
Company Identification Number: | 19871211982 |
Legal Registered Office Address: |
1500 GRANT ST DENVER United States of America (USA) 80203 |
More information about COLORADO EDUCATION ASSOCIATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2013-07-01 | KAREN WICK | BRAD BARTELS | 2014-10-14 | |
001 | 2012-07-01 | ROBERT KELLOGG | TONY SALAZAR | 2013-12-04 | |
001 | 2011-07-01 | ROBERT KELLOGG | TONY SALAZAR | 2013-04-12 | |
001 | 2009-07-01 | KALLIE BENJAMIN | TONY SALAZAR | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2013: COLORADO EDUCATION ASSOCIATION EMPLOYEES PENSION TRUST PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-07-01 | 83 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
Total of all active and inactive participants | 2013-07-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 0 |
Number of participants with account balances | 2013-07-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: COLORADO EDUCATION ASSOCIATION EMPLOYEES PENSION TRUST PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-07-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 70 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 13 |
Total of all active and inactive participants | 2012-07-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 83 |
Number of participants with account balances | 2012-07-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
Number of employers contributing to the scheme | 2012-07-01 | 8 |
2011: COLORADO EDUCATION ASSOCIATION EMPLOYEES PENSION TRUST PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-07-01 | 81 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 71 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 17 |
Total of all active and inactive participants | 2011-07-01 | 88 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 1 |
Total participants | 2011-07-01 | 89 |
Number of participants with account balances | 2011-07-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
Number of employers contributing to the scheme | 2011-07-01 | 8 |
2009: COLORADO EDUCATION ASSOCIATION EMPLOYEES PENSION TRUST PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 67 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 5 |
Total of all active and inactive participants | 2009-07-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 72 |
Number of participants with account balances | 2009-07-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
Number of employers contributing to the scheme | 2009-07-01 | 8 |
Measure | Date | Value |
---|---|---|
2013 : COLORADO EDUCATION ASSOCIATION EMPLOYEES PENSION TRUST PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $-17,409,134 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $2,078,262 |
Expenses. Total of all expenses incurred | 2013-12-31 | $2,095,255 |
Benefits paid (including direct rollovers) | 2013-12-31 | $2,081,542 |
Total plan assets at end of year | 2013-12-31 | $0 |
Total plan assets at beginning of year | 2013-12-31 | $17,426,127 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,500,000 |
Other income received | 2013-12-31 | $780 |
Noncash contributions received | 2013-12-31 | $1,756,696 |
Net income (gross income less expenses) | 2013-12-31 | $-16,993 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $17,426,127 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $320,786 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $13,713 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $320,786 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $320,786 |
Total plan liabilities at end of year | 2013-06-30 | $0 |
Total plan liabilities at beginning of year | 2013-06-30 | $14,934 |
Total income from all sources | 2013-06-30 | $2,500,062 |
Expenses. Total of all expenses incurred | 2013-06-30 | $836,991 |
Benefits paid (including direct rollovers) | 2013-06-30 | $828,240 |
Total plan assets at end of year | 2013-06-30 | $17,426,127 |
Total plan assets at beginning of year | 2013-06-30 | $15,777,990 |
Value of fidelity bond covering the plan | 2013-06-30 | $1,500,000 |
Other income received | 2013-06-30 | $1,601,085 |
Net income (gross income less expenses) | 2013-06-30 | $1,663,071 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $17,426,127 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $15,763,056 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $898,977 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $8,751 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-06-30 | $0 |
Minimum employer required contribution for this plan year | 2013-06-30 | $898,977 |
Amount contributed by the employer to the plan for this plan year | 2013-06-30 | $898,977 |
2012 : COLORADO EDUCATION ASSOCIATION EMPLOYEES PENSION TRUST PLAN 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-06-30 | $14,934 |
Total plan liabilities at beginning of year | 2012-06-30 | $0 |
Total income from all sources | 2012-06-30 | $804,294 |
Expenses. Total of all expenses incurred | 2012-06-30 | $578,024 |
Benefits paid (including direct rollovers) | 2012-06-30 | $561,338 |
Total plan assets at end of year | 2012-06-30 | $15,777,990 |
Total plan assets at beginning of year | 2012-06-30 | $15,536,786 |
Value of fidelity bond covering the plan | 2012-06-30 | $1,500,000 |
Other income received | 2012-06-30 | $-137,285 |
Net income (gross income less expenses) | 2012-06-30 | $226,270 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $15,763,056 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $15,536,786 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $941,579 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $16,686 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-06-30 | $0 |
Minimum employer required contribution for this plan year | 2012-06-30 | $941,579 |
Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $941,579 |
2011 : COLORADO EDUCATION ASSOCIATION EMPLOYEES PENSION TRUST PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-06-30 | $0 |
Total plan liabilities at beginning of year | 2011-06-30 | $0 |
Total income from all sources | 2011-06-30 | $3,900,204 |
Expenses. Total of all expenses incurred | 2011-06-30 | $1,885,684 |
Benefits paid (including direct rollovers) | 2011-06-30 | $1,879,650 |
Total plan assets at end of year | 2011-06-30 | $15,536,786 |
Total plan assets at beginning of year | 2011-06-30 | $13,522,266 |
Value of fidelity bond covering the plan | 2011-06-30 | $1,500,000 |
Other income received | 2011-06-30 | $2,963,851 |
Net income (gross income less expenses) | 2011-06-30 | $2,014,520 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $15,536,786 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $13,522,266 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $936,353 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $6,034 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-06-30 | $0 |
Minimum employer required contribution for this plan year | 2011-06-30 | $936,353 |
Amount contributed by the employer to the plan for this plan year | 2011-06-30 | $936,353 |
2010 : COLORADO EDUCATION ASSOCIATION EMPLOYEES PENSION TRUST PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-06-30 | $0 |
Minimum employer required contribution for this plan year | 2010-06-30 | $914,003 |
Amount contributed by the employer to the plan for this plan year | 2010-06-30 | $914,003 |
2013: COLORADO EDUCATION ASSOCIATION EMPLOYEES PENSION TRUST PLAN 2013 form 5500 responses | ||
---|---|---|
2013-07-01 | Type of plan entity | Multi-employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | Yes |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-07-01 | Plan is a collectively bargained plan | Yes |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: COLORADO EDUCATION ASSOCIATION EMPLOYEES PENSION TRUST PLAN 2012 form 5500 responses | ||
2012-07-01 | Type of plan entity | Multi-employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | Yes |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: COLORADO EDUCATION ASSOCIATION EMPLOYEES PENSION TRUST PLAN 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | Multi-employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | Yes |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2009: COLORADO EDUCATION ASSOCIATION EMPLOYEES PENSION TRUST PLAN 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Multi-employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | Yes |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |