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HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameHENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN
Plan identification number 005

HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HENSEL PHELPS CONSTRUCTION CO. has sponsored the creation of one or more 401k plans.

Company Name:HENSEL PHELPS CONSTRUCTION CO.
Employer identification number (EIN):840876644
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01JENNIFER SCHOLZ ROBERT MAJERUS2018-10-01
0052016-01-01JENNIFER SCHOLZ ROBERT MAJERUS2017-10-06
0052015-01-01STEPHEN J CARRICO ROBERT MAJERUS2016-10-17
0052014-01-01STEPHEN J CARRICO ERIC WILSON2015-09-26
0052013-01-01STEPHEN J CARRICO ERIC WILSON2014-10-10
0052012-06-01STEPHEN CARRICO ERIC WILSON2013-10-09
0052011-06-01STEPHEN J CARRICO ERIC WILSON2012-12-13
0052009-06-01STEPHEN CARRICO ERIC WILSON2011-03-02

Plan Statistics for HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN

Measure Date Value
2022: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01737
Total number of active participants reported on line 7a of the Form 55002022-01-01476
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01218
Total of all active and inactive participants2022-01-01694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01694
Number of participants with account balances2022-01-01694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01670
Total number of active participants reported on line 7a of the Form 55002021-01-01501
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01236
Total of all active and inactive participants2021-01-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01737
Number of participants with account balances2021-01-01737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01500
Total number of active participants reported on line 7a of the Form 55002020-01-01447
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01223
Total of all active and inactive participants2020-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01670
Number of participants with account balances2020-01-01670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01505
Total number of active participants reported on line 7a of the Form 55002019-01-01409
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0191
Total of all active and inactive participants2019-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01500
Number of participants with account balances2019-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01388
Total number of active participants reported on line 7a of the Form 55002018-01-01425
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01505
Number of participants with account balances2018-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01335
Total number of active participants reported on line 7a of the Form 55002017-01-01356
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01388
Number of participants with account balances2017-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01268
Total number of active participants reported on line 7a of the Form 55002016-01-01300
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01335
Number of participants with account balances2016-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01359
Total number of active participants reported on line 7a of the Form 55002015-01-01225
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01268
Number of participants with account balances2015-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01447
Total number of active participants reported on line 7a of the Form 55002014-01-01285
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0174
Total of all active and inactive participants2014-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01359
Number of participants with account balances2014-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01366
Total number of active participants reported on line 7a of the Form 55002013-01-01325
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01122
Total of all active and inactive participants2013-01-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01447
Number of participants with account balances2013-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01368
Total number of active participants reported on line 7a of the Form 55002012-06-01335
Number of retired or separated participants receiving benefits2012-06-010
Number of other retired or separated participants entitled to future benefits2012-06-0131
Total of all active and inactive participants2012-06-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-010
Total participants2012-06-01366
Number of participants with account balances2012-06-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01390
Total number of active participants reported on line 7a of the Form 55002011-06-01336
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-0132
Total of all active and inactive participants2011-06-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-01368
Number of participants with account balances2011-06-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2009: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01515
Total number of active participants reported on line 7a of the Form 55002009-06-01395
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-0140
Total of all active and inactive participants2009-06-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-01435
Number of participants with account balances2009-06-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-014

Financial Data on HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN

Measure Date Value
2022 : HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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$0
Total income from all sources (including contributions)2022-12-31$-705,247
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,270,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,237,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,727,174
Value of total assets at end of year2022-12-31$15,886,800
Value of total assets at beginning of year2022-12-31$17,862,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,331
Total interest from all sources2022-12-31$83,301
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$224,257
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$224,257
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$33,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,976,163
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,886,800
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,862,963
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$9,351,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$442,121
Value of interest in pooled separate accounts at end of year2022-12-31$709,745
Value of interest in pooled separate accounts at beginning of year2022-12-31$932,231
Interest earned on other investments2022-12-31$83,301
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$12,056,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,825,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,432,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,579,528
Net investment gain/loss from pooled separate accounts2022-12-31$-160,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,727,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,237,585
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 name2022-12-31K FINANCIAL LLC
Accountancy firm EIN2022-12-31760726945
2021 : HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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$3,433,615
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,513,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,461,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,816,700
Value of total assets at end of year2021-12-31$17,862,963
Value of total assets at beginning of year2021-12-31$15,942,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,180
Total interest from all sources2021-12-31$73,833
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,874
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$5,874
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$52,180
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$1,920,334
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,862,963
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,942,629
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$442,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$208,691
Value of interest in pooled separate accounts at end of year2021-12-31$932,231
Value of interest in pooled separate accounts at beginning of year2021-12-31$615,494
Interest earned on other investments2021-12-31$73,833
Value of interest in common/collective trusts at end of year2021-12-31$12,056,437
Value of interest in common/collective trusts at beginning of year2021-12-31$10,555,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,432,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,562,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$74,238
Net investment gain/loss from pooled separate accounts2021-12-31$137,284
Net investment gain or loss from common/collective trusts2021-12-31$1,325,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,816,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,461,101
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 name2021-12-31K FINANCIAL LLC
Accountancy firm EIN2021-12-31760726945
2020 : HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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$2,806,550
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,109,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,030,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,467,167
Value of total assets at end of year2020-12-31$15,942,629
Value of total assets at beginning of year2020-12-31$16,245,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$78,846
Total interest from all sources2020-12-31$93,479
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,973
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$2,973
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$1,467,167
Amount contributed by the employer to the plan for this plan year2020-12-31$1,467,167
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$78,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-302,554
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,942,629
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,245,183
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$208,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$221,118
Value of interest in pooled separate accounts at end of year2020-12-31$615,494
Value of interest in pooled separate accounts at beginning of year2020-12-31$604,260
Interest earned on other investments2020-12-31$93,479
Value of interest in common/collective trusts at end of year2020-12-31$10,555,777
Value of interest in common/collective trusts at beginning of year2020-12-31$10,459,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,562,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,960,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$138,844
Net investment gain/loss from pooled separate accounts2020-12-31$109,154
Net investment gain or loss from common/collective trusts2020-12-31$994,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,467,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,030,258
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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$6,726,133
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,940,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,852,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,633,669
Value of total assets at end of year2019-12-31$16,245,183
Value of total assets at beginning of year2019-12-31$12,459,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$88,206
Total interest from all sources2019-12-31$100,861
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,735
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$4,735
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$4,633,669
Amount contributed by the employer to the plan for this plan year2019-12-31$4,633,669
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,987
Administrative expenses (other) incurred2019-12-31$88,206
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$3,785,514
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,245,183
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,459,669
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$221,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,694,013
Value of interest in pooled separate accounts at end of year2019-12-31$604,260
Value of interest in pooled separate accounts at beginning of year2019-12-31$451,285
Interest earned on other investments2019-12-31$100,861
Value of interest in common/collective trusts at end of year2019-12-31$10,459,300
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,960,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,314,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$60,239
Net investment gain/loss from pooled separate accounts2019-12-31$125,186
Net investment gain or loss from common/collective trusts2019-12-31$1,801,443
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$4,625,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,852,413
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 name2019-12-31ACM LLP
Accountancy firm EIN2019-12-31010724563
2018 : HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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$1,809,203
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$570,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$487,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,133,000
Value of total assets at end of year2018-12-31$12,459,669
Value of total assets at beginning of year2018-12-31$11,221,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$83,351
Total interest from all sources2018-12-31$91,567
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,917
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$1,917
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$2,133,000
Amount contributed by the employer to the plan for this plan year2018-12-31$2,133,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other income not declared elsewhere2018-12-31$4,510
Administrative expenses (other) incurred2018-12-31$83,351
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$1,238,517
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,459,669
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,221,152
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$7,694,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,022,885
Value of interest in pooled separate accounts at end of year2018-12-31$451,285
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,430,538
Interest earned on other investments2018-12-31$91,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,314,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,767,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-654,500
Net investment gain/loss from pooled separate accounts2018-12-31$232,709
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$2,133,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$487,335
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 name2018-12-31ACM LLP
Accountancy firm EIN2018-12-31010724563
2017 : HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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$2,582,098
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$908,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$826,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,299,694
Value of total assets at end of year2017-12-31$11,221,152
Value of total assets at beginning of year2017-12-31$9,547,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$81,775
Total interest from all sources2017-12-31$89,362
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$35,121
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$35,121
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$1,299,694
Amount contributed by the employer to the plan for this plan year2017-12-31$1,299,694
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$81,775
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$1,673,720
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,221,152
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,547,432
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$2,022,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,565,628
Value of interest in pooled separate accounts at end of year2017-12-31$4,430,538
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,417,013
Interest earned on other investments2017-12-31$89,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,767,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,564,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$419,795
Net investment gain/loss from pooled separate accounts2017-12-31$738,126
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$1,299,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$826,603
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 name2017-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2017-12-31010724563
2016 : HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,599,804
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$552,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$482,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,180,636
Value of total assets at end of year2016-12-31$9,547,432
Value of total assets at beginning of year2016-12-31$8,499,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$70,101
Total interest from all sources2016-12-31$90,176
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$26,866
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$26,866
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$1,180,636
Amount contributed by the employer to the plan for this plan year2016-12-31$1,180,636
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$70,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,047,616
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,547,432
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,499,816
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$1,565,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,232,194
Value of interest in pooled separate accounts at end of year2016-12-31$3,417,013
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,842,203
Interest earned on other investments2016-12-31$90,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,564,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,425,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,967
Net investment gain/loss from pooled separate accounts2016-12-31$298,159
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$1,180,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$482,087
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 name2016-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2016-12-31010724563
2015 : HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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$551,616
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,175,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,095,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$403,504
Value of total assets at end of year2015-12-31$8,499,816
Value of total assets at beginning of year2015-12-31$10,123,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$79,971
Total interest from all sources2015-12-31$99,905
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$20,274
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$20,274
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$403,504
Amount contributed by the employer to the plan for this plan year2015-12-31$403,504
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$79,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,624,169
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,499,816
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,123,985
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$1,232,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,639,437
Value of interest in pooled separate accounts at end of year2015-12-31$2,842,203
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,834,529
Interest earned on other investments2015-12-31$99,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,425,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,650,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$7,265
Net investment gain/loss from pooled separate accounts2015-12-31$20,668
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$403,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,095,814
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 name2015-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2015-12-31010724563
2014 : HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,498,918
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,953,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,869,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,070,825
Value of total assets at end of year2014-12-31$10,123,985
Value of total assets at beginning of year2014-12-31$10,578,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$84,506
Total interest from all sources2014-12-31$117,702
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$45,263
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$45,263
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,070,825
Amount contributed by the employer to the plan for this plan year2014-12-31$1,070,825
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$84,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-454,791
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,123,985
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,578,776
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$1,639,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,790,886
Value of interest in pooled separate accounts at end of year2014-12-31$3,834,529
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,090,067
Interest earned on other investments2014-12-31$117,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,650,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,697,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-81,376
Net investment gain/loss from pooled separate accounts2014-12-31$346,504
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$1,070,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,869,203
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 name2014-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2014-12-31010724563
2013 : HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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$3,554,432
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,912,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,845,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,105,012
Value of total assets at end of year2013-12-31$10,578,776
Value of total assets at beginning of year2013-12-31$8,937,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$67,604
Total interest from all sources2013-12-31$119,390
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$22,962
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$22,962
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$2,105,012
Amount contributed by the employer to the plan for this plan year2013-12-31$2,105,012
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$67,604
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$1,641,610
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,578,776
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,937,166
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$1,790,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$4,090,067
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,649,973
Interest earned on other investments2013-12-31$119,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,697,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,287,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$224,568
Net investment gain/loss from pooled separate accounts2013-12-31$1,082,500
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$2,105,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,845,218
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 name2013-12-31ANTON COLLINS MITCHELL LLP
Accountancy firm EIN2013-12-31010724563
2012 : HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,853,784
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$838,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$793,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,224,215
Value of total assets at end of year2012-12-31$8,937,166
Value of total assets at beginning of year2012-12-31$7,922,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$45,007
Total interest from all sources2012-12-31$70,463
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$1,229,359
Amount contributed by the employer to the plan for this plan year2012-12-31$1,229,359
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$45,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,015,101
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,937,166
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,922,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,649,973
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,841,918
Interest earned on other investments2012-12-31$70,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,287,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,080,147
Net investment gain/loss from pooled separate accounts2012-12-31$559,106
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$1,224,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$793,676
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 LLP
Accountancy firm EIN2012-12-31135565207
Total unrealized appreciation/depreciation of assets2012-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total income from all sources (including contributions)2012-05-31$1,990,960
Total loss/gain on sale of assets2012-05-31$0
Total of all expenses incurred2012-05-31$1,242,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$1,175,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$2,151,689
Value of total assets at end of year2012-05-31$7,922,065
Value of total assets at beginning of year2012-05-31$7,173,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$66,537
Total interest from all sources2012-05-31$134,627
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$500,000
If this is an individual account plan, was there a blackout period2012-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
Funding deficiency by the employer to the plan for this plan year2012-05-31$0
Minimum employer required contribution for this plan year2012-05-31$2,166,873
Amount contributed by the employer to the plan for this plan year2012-05-31$2,166,873
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Other income not declared elsewhere2012-05-31$0
Administrative expenses (other) incurred2012-05-31$66,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$748,557
Value of net assets at end of year (total assets less liabilities)2012-05-31$7,922,065
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$7,173,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in pooled separate accounts at end of year2012-05-31$3,841,918
Value of interest in pooled separate accounts at beginning of year2012-05-31$3,385,950
Interest earned on other investments2012-05-31$134,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-05-31$4,080,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-05-31$3,787,558
Net investment gain/loss from pooled separate accounts2012-05-31$-295,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$2,151,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$1,175,866
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31KPMG LLP
Accountancy firm EIN2012-05-31135565207
2011 : HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total income from all sources (including contributions)2011-05-31$2,243,039
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$1,066,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$1,016,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$1,489,754
Value of total assets at end of year2011-05-31$7,173,508
Value of total assets at beginning of year2011-05-31$5,996,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$49,587
Total interest from all sources2011-05-31$129,935
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$500,000
If this is an individual account plan, was there a blackout period2011-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
Funding deficiency by the employer to the plan for this plan year2011-05-31$0
Minimum employer required contribution for this plan year2011-05-31$1,489,754
Amount contributed by the employer to the plan for this plan year2011-05-31$1,489,754
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Other income not declared elsewhere2011-05-31$0
Administrative expenses (other) incurred2011-05-31$49,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$1,176,647
Value of net assets at end of year (total assets less liabilities)2011-05-31$7,173,508
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$5,996,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in pooled separate accounts at end of year2011-05-31$3,385,950
Value of interest in pooled separate accounts at beginning of year2011-05-31$2,363,044
Interest earned on other investments2011-05-31$129,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-05-31$3,787,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-05-31$3,633,817
Net investment gain/loss from pooled separate accounts2011-05-31$623,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$1,489,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$1,016,805
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31KPMG LLP
Accountancy firm EIN2011-05-31135565207
2010 : HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0
Funding deficiency by the employer to the plan for this plan year2010-05-31$0
Minimum employer required contribution for this plan year2010-05-31$0
Amount contributed by the employer to the plan for this plan year2010-05-31$0

Form 5500 Responses for HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN

2022: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2009: HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number036595
Policy instance 1
Insurance contract or identification number036595
Number of Individuals Covered694
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number036595
Policy instance 1
Insurance contract or identification number036595
Number of Individuals Covered737
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 $15,000
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number036595
Policy instance 1
Insurance contract or identification number036595
Number of Individuals Covered670
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 $60,000
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees60000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number036595
Policy instance 1
Insurance contract or identification number036595
Number of Individuals Covered500
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 $60,000
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees60000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number036595
Policy instance 1
Insurance contract or identification number036595
Number of Individuals Covered505
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 $60,000
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees60000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36595-001
Policy instance 1
Insurance contract or identification number36595-001
Number of Individuals Covered388
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $60,000
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees60000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameTHE BOON INSURANCE AGENCY INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36595-001
Policy instance 1
Insurance contract or identification number36595-001
Number of Individuals Covered268
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 $60,000
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees60000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameTHE BOON INSURANCE AGENCY INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36595-001
Policy instance 1
Insurance contract or identification number36595-001
Number of Individuals Covered359
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 $60,000
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees60000
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameTHE BOON INSURANCE AGENCY INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36595-001
Policy instance 1
Insurance contract or identification number36595-001
Number of Individuals Covered447
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 $67,295
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees67295
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameTHE BOON INSURANCE AGENCY INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36595-001
Policy instance 1
Insurance contract or identification number36595-001
Number of Individuals Covered366
Insurance policy start date2012-06-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $64,131
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees64131
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameTHE BOON INSURANCE AGENCY INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36595-001
Policy instance 1
Insurance contract or identification number36595-001
Number of Individuals Covered368
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $59,814
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number36595-001
Policy instance 1
Insurance contract or identification number36595-001
Number of Individuals Covered390
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $49,554
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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