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UCAR RETIREMENT PLAN 401k Plan overview

Plan NameUCAR RETIREMENT PLAN
Plan identification number 001

UCAR RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH
Employer identification number (EIN):840412668
NAIC Classification:611000

Additional information about UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1946-04-12
Company Identification Number: 19871157425
Legal Registered Office Address: 3090 Center Green Dr

Boulder
United States of America (USA)
80301

More information about UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UCAR RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LAURIE CARR LAURIE CARR2018-10-13
0012016-01-01LAURIE CARR LAURIE CARR2017-10-15
0012015-01-01LAURIE CARR LAURIE CARR2016-10-10
0012014-01-01LAURIE CARR LAURIE CARR2015-10-15
0012013-01-01LAURIE CARR LAURIE CARR2014-09-03
0012012-01-01LAURIE CARR LAURIE CARR2013-10-11
0012011-01-01LAURIE CARR LAURIE CARR2012-09-21
0012010-01-01LAURIE CARR LAURIE CARR2011-10-10
0012009-01-01LAURIE CARR LAURIE CARR2010-10-14

Plan Statistics for UCAR RETIREMENT PLAN

401k plan membership statisitcs for UCAR RETIREMENT PLAN

Measure Date Value
2022: UCAR RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,193
Total number of active participants reported on line 7a of the Form 55002022-01-011,444
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012,889
Total of all active and inactive participants2022-01-014,333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0163
Total participants2022-01-014,396
Number of participants with account balances2022-01-014,333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UCAR RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,134
Total number of active participants reported on line 7a of the Form 55002021-01-011,305
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012,898
Total of all active and inactive participants2021-01-014,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0158
Total participants2021-01-014,261
Number of participants with account balances2021-01-014,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UCAR RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,095
Total number of active participants reported on line 7a of the Form 55002020-01-011,282
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012,864
Total of all active and inactive participants2020-01-014,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-014,154
Number of participants with account balances2020-01-014,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UCAR RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,008
Total number of active participants reported on line 7a of the Form 55002019-01-011,280
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012,806
Total of all active and inactive participants2019-01-014,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-014,095
Number of participants with account balances2019-01-014,084
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UCAR RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,963
Total number of active participants reported on line 7a of the Form 55002018-01-011,260
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012,745
Total of all active and inactive participants2018-01-014,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-014,013
Number of participants with account balances2018-01-014,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UCAR RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,925
Total number of active participants reported on line 7a of the Form 55002017-01-011,240
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012,720
Total of all active and inactive participants2017-01-013,960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-013,965
Number of participants with account balances2017-01-013,951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UCAR RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,866
Total number of active participants reported on line 7a of the Form 55002016-01-011,279
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012,642
Total of all active and inactive participants2016-01-013,921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-013,926
Number of participants with account balances2016-01-013,914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UCAR RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,834
Total number of active participants reported on line 7a of the Form 55002015-01-011,251
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012,618
Total of all active and inactive participants2015-01-013,869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-013,873
Number of participants with account balances2015-01-013,858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UCAR RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,789
Total number of active participants reported on line 7a of the Form 55002014-01-011,301
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012,528
Total of all active and inactive participants2014-01-013,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-013,837
Number of participants with account balances2014-01-013,831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UCAR RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,768
Total number of active participants reported on line 7a of the Form 55002013-01-011,295
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012,488
Total of all active and inactive participants2013-01-013,783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-013,790
Number of participants with account balances2013-01-013,779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UCAR RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,693
Total number of active participants reported on line 7a of the Form 55002012-01-011,378
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012,386
Total of all active and inactive participants2012-01-013,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-013,769
Number of participants with account balances2012-01-013,763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UCAR RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,658
Total number of active participants reported on line 7a of the Form 55002011-01-011,390
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012,264
Total of all active and inactive participants2011-01-013,654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-013,660
Number of participants with account balances2011-01-013,655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UCAR RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,541
Total number of active participants reported on line 7a of the Form 55002010-01-011,603
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012,050
Total of all active and inactive participants2010-01-013,653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015
Total participants2010-01-013,658
Number of participants with account balances2010-01-013,603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UCAR RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,478
Total number of active participants reported on line 7a of the Form 55002009-01-011,641
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,871
Total of all active and inactive participants2009-01-013,512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-013,516
Number of participants with account balances2009-01-013,511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UCAR RETIREMENT PLAN

Measure Date Value
2022 : UCAR RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-102,267,078
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$45,880,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$45,566,353
Expenses. Certain deemed distributions of participant loans2022-12-31$71,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$34,025,812
Value of total assets at end of year2022-12-31$1,016,981,364
Value of total assets at beginning of year2022-12-31$1,165,128,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$242,296
Total interest from all sources2022-12-31$12,122,128
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$10,999,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$10,999,282
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$12,832,177
Participant contributions at end of year2022-12-31$818,571
Participant contributions at beginning of year2022-12-31$891,439
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$483,632
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,266,112
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,358,912
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,863,157
Other income not declared elsewhere2022-12-31$685,674
Administrative expenses (other) incurred2022-12-31$242,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-148,147,105
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,016,981,364
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,165,128,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$675,310,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$825,183,788
Value of interest in pooled separate accounts at end of year2022-12-31$38,828,773
Value of interest in pooled separate accounts at beginning of year2022-12-31$39,430,857
Interest on participant loans2022-12-31$43,495
Interest earned on other investments2022-12-31$12,078,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$299,757,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$296,285,034
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$4,336,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-163,297,350
Net investment gain/loss from pooled separate accounts2022-12-31$3,197,376
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$13,330,478
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$494,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$41,229,522
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : UCAR RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$158,352,560
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$38,982,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$38,922,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$27,850,128
Value of total assets at end of year2021-12-31$1,165,128,469
Value of total assets at beginning of year2021-12-31$1,045,758,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,084
Total interest from all sources2021-12-31$10,178,187
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$16,410,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$16,410,460
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$12,282,926
Participant contributions at end of year2021-12-31$891,439
Participant contributions at beginning of year2021-12-31$729,719
Participant contributions at end of year2021-12-31$483,632
Participant contributions at beginning of year2021-12-31$440,879
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,358,912
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,076,199
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,959,790
Other income not declared elsewhere2021-12-31$1,430,852
Administrative expenses (other) incurred2021-12-31$60,084
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$119,370,446
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,165,128,469
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,045,758,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$825,183,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$713,159,306
Value of interest in pooled separate accounts at end of year2021-12-31$39,430,857
Value of interest in pooled separate accounts at beginning of year2021-12-31$38,084,510
Interest on participant loans2021-12-31$45,386
Interest earned on other investments2021-12-31$10,132,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$296,285,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$290,795,886
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,602,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$96,226,486
Net investment gain/loss from pooled separate accounts2021-12-31$6,256,447
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$12,607,412
Employer contributions (assets) at end of year2021-12-31$494,807
Employer contributions (assets) at beginning of year2021-12-31$471,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$36,319,206
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : UCAR RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$145,732,708
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$40,534,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$40,531,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$28,268,067
Value of total assets at end of year2020-12-31$1,045,758,023
Value of total assets at beginning of year2020-12-31$940,559,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,775
Total interest from all sources2020-12-31$11,154,608
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,627,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,627,986
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$12,743,124
Participant contributions at end of year2020-12-31$729,719
Participant contributions at beginning of year2020-12-31$204,238
Participant contributions at end of year2020-12-31$440,879
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,076,199
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,446,442
Other income not declared elsewhere2020-12-31$1,087,986
Administrative expenses (other) incurred2020-12-31$2,775
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$105,198,494
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,045,758,023
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$940,559,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$713,159,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$612,325,845
Value of interest in pooled separate accounts at end of year2020-12-31$38,084,510
Value of interest in pooled separate accounts at beginning of year2020-12-31$49,318,545
Interest on participant loans2020-12-31$26,262
Interest earned on other investments2020-12-31$11,128,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$290,795,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$278,710,901
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,863,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$100,003,071
Net investment gain/loss from pooled separate accounts2020-12-31$-409,010
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$12,078,501
Employer contributions (assets) at end of year2020-12-31$471,524
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$36,667,593
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : UCAR RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$161,759,755
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$32,412,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$32,411,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,507,976
Value of total assets at end of year2019-12-31$940,559,529
Value of total assets at beginning of year2019-12-31$811,211,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$600
Total interest from all sources2019-12-31$10,719,572
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,223,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,223,601
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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
Contributions received from participants2019-12-31$11,319,690
Participant contributions at end of year2019-12-31$204,238
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,525,494
Other income not declared elsewhere2019-12-31$1,192,563
Administrative expenses (other) incurred2019-12-31$600
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$129,347,586
Value of net assets at end of year (total assets less liabilities)2019-12-31$940,559,529
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$811,211,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$612,325,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$495,462,531
Value of interest in pooled separate accounts at end of year2019-12-31$49,318,545
Value of interest in pooled separate accounts at beginning of year2019-12-31$47,477,540
Interest on participant loans2019-12-31$1,785
Interest earned on other investments2019-12-31$10,717,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$278,710,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$268,271,872
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,128,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$114,481,481
Net investment gain/loss from pooled separate accounts2019-12-31$2,634,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,662,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$30,283,052
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : UCAR RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$-1,410,720
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$45,220,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$45,220,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$26,007,887
Value of total assets at end of year2018-12-31$811,211,943
Value of total assets at beginning of year2018-12-31$857,843,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$10,914,795
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,236,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$8,236,438
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$11,196,793
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,466,036
Other income not declared elsewhere2018-12-31$393,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-46,631,127
Value of net assets at end of year (total assets less liabilities)2018-12-31$811,211,943
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$857,843,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$495,462,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$548,044,861
Value of interest in pooled separate accounts at end of year2018-12-31$47,477,540
Value of interest in pooled separate accounts at beginning of year2018-12-31$45,608,883
Interest earned on other investments2018-12-31$10,914,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$268,271,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$264,189,326
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$8,198,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-49,130,791
Net investment gain/loss from pooled separate accounts2018-12-31$2,167,779
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$11,345,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$37,021,967
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 name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : UCAR RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$129,041,704
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$44,329,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$44,329,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$25,246,633
Value of total assets at end of year2017-12-31$857,843,070
Value of total assets at beginning of year2017-12-31$773,130,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$10,444,734
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,167,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$8,167,510
Was this plan covered by a fidelity bond2017-12-31No
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$11,083,931
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,863,476
Other income not declared elsewhere2017-12-31$968,876
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$84,712,485
Value of net assets at end of year (total assets less liabilities)2017-12-31$857,843,070
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$773,130,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$548,044,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$469,676,391
Value of interest in pooled separate accounts at end of year2017-12-31$45,608,883
Value of interest in pooled separate accounts at beginning of year2017-12-31$45,353,426
Interest earned on other investments2017-12-31$10,444,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$264,189,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$258,100,768
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$5,747,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$82,261,087
Net investment gain/loss from pooled separate accounts2017-12-31$1,952,864
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$11,299,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$38,581,904
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 name2017-12-31KPMG
Accountancy firm EIN2017-12-31135565207
2016 : UCAR RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$74,785,441
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$33,631,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$33,629,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$27,897,422
Value of total assets at end of year2016-12-31$773,130,585
Value of total assets at beginning of year2016-12-31$731,976,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,997
Total interest from all sources2016-12-31$10,942,081
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,895,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,895,940
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$10,623,514
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,269,292
Administrative expenses (other) incurred2016-12-31$1,997
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$41,154,200
Value of net assets at end of year (total assets less liabilities)2016-12-31$773,130,585
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$731,976,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$469,676,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$442,454,408
Value of interest in pooled separate accounts at end of year2016-12-31$45,353,426
Value of interest in pooled separate accounts at beginning of year2016-12-31$43,270,812
Interest earned on other investments2016-12-31$10,942,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$258,100,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$246,251,165
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,709,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$28,788,349
Net investment gain/loss from pooled separate accounts2016-12-31$2,261,649
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$11,004,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$30,919,369
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 name2016-12-31KPMG
Accountancy firm EIN2016-12-31135565207
2015 : UCAR RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$41,499,013
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$33,884,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$33,879,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$28,038,153
Value of total assets at end of year2015-12-31$731,976,385
Value of total assets at beginning of year2015-12-31$724,362,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,656
Total interest from all sources2015-12-31$9,952,946
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,339,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,339,886
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,756,638
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,216,746
Administrative expenses (other) incurred2015-12-31$5,656
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$7,614,059
Value of net assets at end of year (total assets less liabilities)2015-12-31$731,976,385
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$724,362,326
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$442,454,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$446,646,602
Value of interest in pooled separate accounts at end of year2015-12-31$43,270,812
Value of interest in pooled separate accounts at beginning of year2015-12-31$38,703,384
Interest earned on other investments2015-12-31$9,952,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$246,251,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$239,012,340
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,373,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,001,116
Net investment gain/loss from pooled separate accounts2015-12-31$3,169,144
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$11,064,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$31,506,110
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 name2015-12-31KPMG
Accountancy firm EIN2015-12-31135565207
2014 : UCAR RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$68,808,534
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$32,757,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$32,757,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$25,260,056
Value of total assets at end of year2014-12-31$724,362,326
Value of total assets at beginning of year2014-12-31$688,311,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$9,983,385
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,215,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,215,806
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$10,486,027
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,911,499
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$36,051,258
Value of net assets at end of year (total assets less liabilities)2014-12-31$724,362,326
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$688,311,068
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$446,646,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$425,359,108
Value of interest in pooled separate accounts at end of year2014-12-31$38,703,384
Value of interest in pooled separate accounts at beginning of year2014-12-31$32,601,976
Interest earned on other investments2014-12-31$9,983,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$239,012,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$230,349,984
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,782,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$24,257,197
Net investment gain/loss from pooled separate accounts2014-12-31$4,092,090
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$10,862,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$29,974,624
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 name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : UCAR RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$116,294,308
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$31,228,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$31,226,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$26,178,897
Value of total assets at end of year2013-12-31$688,311,068
Value of total assets at beginning of year2013-12-31$603,245,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,049
Total interest from all sources2013-12-31$9,280,036
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,312,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,312,455
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$10,589,348
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,510,743
Other income not declared elsewhere2013-12-31$601,497
Administrative expenses (other) incurred2013-12-31$2,049
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$85,065,692
Value of net assets at end of year (total assets less liabilities)2013-12-31$688,311,068
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$603,245,376
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$425,359,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$354,604,336
Value of interest in pooled separate accounts at end of year2013-12-31$32,601,976
Value of interest in pooled separate accounts at beginning of year2013-12-31$27,594,459
Interest earned on other investments2013-12-31$9,280,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$230,349,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$221,046,581
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$3,919,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$73,115,461
Net investment gain/loss from pooled separate accounts2013-12-31$2,805,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,078,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$27,307,230
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 name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : UCAR RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$78,964,771
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$24,473,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,473,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$23,895,532
Value of total assets at end of year2012-12-31$603,245,376
Value of total assets at beginning of year2012-12-31$548,753,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$8,643,770
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,305,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,305,069
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$10,815,902
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,788,457
Other income not declared elsewhere2012-12-31$329,562
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$54,491,447
Value of net assets at end of year (total assets less liabilities)2012-12-31$603,245,376
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$548,753,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$354,604,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$312,445,489
Value of interest in pooled separate accounts at end of year2012-12-31$27,594,459
Value of interest in pooled separate accounts at beginning of year2012-12-31$23,694,456
Interest earned on other investments2012-12-31$8,643,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$221,046,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$212,613,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$42,395,329
Net investment gain/loss from pooled separate accounts2012-12-31$2,395,509
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$11,291,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,473,324
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 name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : UCAR RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$29,170,857
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$26,618,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$26,618,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$24,617,521
Value of total assets at end of year2011-12-31$548,753,929
Value of total assets at beginning of year2011-12-31$546,201,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28
Total interest from all sources2011-12-31$8,347,634
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$519,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$519,668
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$10,787,231
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,406,849
Administrative expenses (other) incurred2011-12-31$28
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$2,552,402
Value of net assets at end of year (total assets less liabilities)2011-12-31$548,753,929
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$546,201,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$312,445,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$323,727,975
Value of interest in pooled separate accounts at end of year2011-12-31$23,694,456
Value of interest in pooled separate accounts at beginning of year2011-12-31$18,094,132
Interest earned on other investments2011-12-31$8,347,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$212,613,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$204,379,420
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,442,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,894,612
Net investment gain/loss from pooled separate accounts2011-12-31$2,580,646
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$11,423,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$25,175,697
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 name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : UCAR RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$68,832,606
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$16,866,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,865,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$22,607,853
Value of total assets at end of year2010-12-31$546,201,527
Value of total assets at beginning of year2010-12-31$494,235,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$359
Total interest from all sources2010-12-31$7,598,279
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$190,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$190,836
Administrative expenses professional fees incurred2010-12-31$359
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$10,598,617
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$23,113
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$825,328
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$51,966,272
Value of net assets at end of year (total assets less liabilities)2010-12-31$546,201,527
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$494,235,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$323,727,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$284,076,588
Value of interest in pooled separate accounts at end of year2010-12-31$18,094,132
Value of interest in pooled separate accounts at beginning of year2010-12-31$13,284,938
Interest earned on other investments2010-12-31$7,598,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$204,379,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$196,850,616
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,635,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$36,499,207
Net investment gain/loss from pooled separate accounts2010-12-31$1,936,431
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$11,183,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,230,644
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 name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207
2009 : UCAR RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UCAR RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103184
Policy instance 1
Insurance contract or identification number103184
Number of Individuals Covered3030
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103184
Policy instance 1
Insurance contract or identification number103184
Number of Individuals Covered3065
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103184
Policy instance 1
Insurance contract or identification number103184
Number of Individuals Covered3130
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103184
Policy instance 1
Insurance contract or identification number103184
Number of Individuals Covered3218
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103184
Policy instance 1
Insurance contract or identification number103184
Number of Individuals Covered3250
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103184
Policy instance 1
Insurance contract or identification number103184
Number of Individuals Covered3262
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103184
Policy instance 1
Insurance contract or identification number103184
Number of Individuals Covered3265
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103184
Policy instance 1
Insurance contract or identification number103184
Number of Individuals Covered3317
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103184
Policy instance 1
Insurance contract or identification number103184
Number of Individuals Covered3346
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103184
Policy instance 1
Insurance contract or identification number103184
Number of Individuals Covered3763
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103184
Policy instance 1
Insurance contract or identification number103184
Number of Individuals Covered3655
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103184,103185
Policy instance 1
Insurance contract or identification number103184,103185
Number of Individuals Covered3603
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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