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HENSEL PHELPS HOURLY RETIREMENT PLAN 401k Plan overview

Plan NameHENSEL PHELPS HOURLY RETIREMENT PLAN
Plan identification number 070

HENSEL PHELPS HOURLY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

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 RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0702022-01-01
0702021-01-01
0702020-01-01
0702019-01-01
0702018-01-01
0702017-01-01JENNIFER SCHOLZ ROBERT MAJERUS2018-10-01
0702016-01-01JENNIFER SCHOLZ ROBERT MAJERUS2017-10-06
0702015-01-01STEPHEN J CARRICO ROBERT MAJERUS2016-10-14
0702014-01-01STEPHEN J CARRICO ERIC WILSON2015-09-26
0702013-01-01STEPHEN J CARRICO ERIC WILSON2014-10-10
0702012-06-01STEPHEN CARRICO ERIC WILSON2013-10-08
0702011-06-01STEPHEN J CARRICO ERIC WILSON2012-12-13
0702010-06-01STEPHEN J CARRICO ERIC WILSON2012-02-08
0702009-06-01STEPHEN CARRICO ERIC WILSON2011-03-02

Plan Statistics for HENSEL PHELPS HOURLY RETIREMENT PLAN

401k plan membership statisitcs for HENSEL PHELPS HOURLY RETIREMENT PLAN

Measure Date Value
2022: HENSEL PHELPS HOURLY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01752
Total number of active participants reported on line 7a of the Form 55002022-01-01695
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01116
Total of all active and inactive participants2022-01-01812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01812
Number of participants with account balances2022-01-01550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HENSEL PHELPS HOURLY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,221
Total number of active participants reported on line 7a of the Form 55002021-01-01642
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01109
Total of all active and inactive participants2021-01-01752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01752
Number of participants with account balances2021-01-01564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HENSEL PHELPS HOURLY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01569
Total number of active participants reported on line 7a of the Form 55002020-01-011,117
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01103
Total of all active and inactive participants2020-01-011,221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,221
Number of participants with account balances2020-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HENSEL PHELPS HOURLY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01437
Total number of active participants reported on line 7a of the Form 55002019-01-01525
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01568
Number of participants with account balances2019-01-01452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HENSEL PHELPS HOURLY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01400
Total number of active participants reported on line 7a of the Form 55002018-01-01400
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01437
Number of participants with account balances2018-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HENSEL PHELPS HOURLY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01331
Total number of active participants reported on line 7a of the Form 55002017-01-01355
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01400
Number of participants with account balances2017-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HENSEL PHELPS HOURLY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01315
Total number of active participants reported on line 7a of the Form 55002016-01-01288
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0142
Total of all active and inactive participants2016-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01331
Number of participants with account balances2016-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HENSEL PHELPS HOURLY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01413
Total number of active participants reported on line 7a of the Form 55002015-01-01267
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01315
Number of participants with account balances2015-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HENSEL PHELPS HOURLY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01420
Total number of active participants reported on line 7a of the Form 55002014-01-01343
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0169
Total of all active and inactive participants2014-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01413
Number of participants with account balances2014-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HENSEL PHELPS HOURLY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01370
Total number of active participants reported on line 7a of the Form 55002013-01-01335
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0185
Total of all active and inactive participants2013-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01420
Number of participants with account balances2013-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HENSEL PHELPS HOURLY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01367
Total number of active participants reported on line 7a of the Form 55002012-06-01320
Number of retired or separated participants receiving benefits2012-06-010
Number of other retired or separated participants entitled to future benefits2012-06-0150
Total of all active and inactive participants2012-06-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-010
Total participants2012-06-01370
Number of participants with account balances2012-06-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: HENSEL PHELPS HOURLY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01389
Total number of active participants reported on line 7a of the Form 55002011-06-01316
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-0151
Total of all active and inactive participants2011-06-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-01367
Number of participants with account balances2011-06-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2010: HENSEL PHELPS HOURLY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-01412
Total number of active participants reported on line 7a of the Form 55002010-06-01350
Number of retired or separated participants receiving benefits2010-06-010
Number of other retired or separated participants entitled to future benefits2010-06-0139
Total of all active and inactive participants2010-06-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-010
Total participants2010-06-01389
Number of participants with account balances2010-06-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-010
2009: HENSEL PHELPS HOURLY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01453
Total number of active participants reported on line 7a of the Form 55002009-06-01381
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-0131
Total of all active and inactive participants2009-06-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-01412
Number of participants with account balances2009-06-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on HENSEL PHELPS HOURLY RETIREMENT PLAN

Measure Date Value
2022 : HENSEL PHELPS HOURLY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$164,024
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$0
Total income from all sources (including contributions)2022-12-31$-2,880,483
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,736,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,698,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,920,542
Value of total assets at end of year2022-12-31$38,311,724
Value of total assets at beginning of year2022-12-31$44,093,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$38,351
Total interest from all sources2022-12-31$233,354
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$509,540
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$509,540
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
Contributions received from participants2022-12-31$398,240
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$10,233
Administrative expenses (other) incurred2022-12-31$38,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,617,452
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,311,724
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$44,093,200
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$21,033,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,866,955
Value of interest in pooled separate accounts at end of year2022-12-31$2,599,265
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,358,123
Interest earned on other investments2022-12-31$233,354
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$26,005,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$14,678,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,862,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,887,580
Net investment gain/loss from pooled separate accounts2022-12-31$-656,339
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$2,512,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,698,618
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 RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$88,918
Total transfer of assets from this plan2021-12-31$257,786
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,244,386
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,841,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,789,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,297,958
Value of total assets at end of year2021-12-31$44,093,200
Value of total assets at beginning of year2021-12-31$37,858,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,468
Total interest from all sources2021-12-31$221,148
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$23,534
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$23,534
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$350,733
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,395,279
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$51,468
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$6,403,160
Value of net assets at end of year (total assets less liabilities)2021-12-31$44,093,200
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,858,908
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$1,866,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,343,164
Value of interest in pooled separate accounts at end of year2021-12-31$3,358,123
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,794,823
Interest earned on other investments2021-12-31$221,148
Value of interest in common/collective trusts at end of year2021-12-31$26,005,797
Value of interest in common/collective trusts at beginning of year2021-12-31$20,353,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,862,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,367,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$298,249
Net investment gain/loss from pooled separate accounts2021-12-31$514,048
Net investment gain or loss from common/collective trusts2021-12-31$2,889,449
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$2,551,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,789,758
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 RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$63,890
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$6,120,198
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,075,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,028,104
Value of total corrective distributions2020-12-31$3,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,759,089
Value of total assets at end of year2020-12-31$37,858,908
Value of total assets at beginning of year2020-12-31$35,878,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,055
Total interest from all sources2020-12-31$262,040
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$16,569
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$16,569
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$254,996
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$28,477
Administrative expenses (other) incurred2020-12-31$44,055
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$2,044,601
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,858,908
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$35,878,197
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$1,343,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,001,014
Value of interest in pooled separate accounts at end of year2020-12-31$2,794,823
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,463,186
Interest earned on other investments2020-12-31$262,040
Value of interest in common/collective trusts at end of year2020-12-31$20,353,465
Value of interest in common/collective trusts at beginning of year2020-12-31$19,913,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,367,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,500,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$207,575
Net investment gain/loss from pooled separate accounts2020-12-31$614,228
Net investment gain or loss from common/collective trusts2020-12-31$2,260,697
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$2,475,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,028,104
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 RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$359,888
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$7,963,659
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,238,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,193,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,276,754
Value of total assets at end of year2019-12-31$35,878,197
Value of total assets at beginning of year2019-12-31$30,512,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,578
Total interest from all sources2019-12-31$274,470
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$18,919
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$18,919
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$163,804
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$92,554
Administrative expenses (other) incurred2019-12-31$44,578
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$5,725,197
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,878,197
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,512,888
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$1,001,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,258,253
Value of interest in pooled separate accounts at end of year2019-12-31$2,463,186
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,350,653
Interest earned on other investments2019-12-31$274,470
Value of interest in common/collective trusts at end of year2019-12-31$19,913,302
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$12,500,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,903,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$290,145
Net investment gain/loss from pooled separate accounts2019-12-31$642,967
Net investment gain or loss from common/collective trusts2019-12-31$3,460,404
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$3,020,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,193,884
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 RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$30,495
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$1,982,922
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,229,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,163,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,732,035
Value of total assets at end of year2018-12-31$30,512,888
Value of total assets at beginning of year2018-12-31$29,790,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$66,167
Total interest from all sources2018-12-31$269,529
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,688
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$10,688
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$153,891
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,808
Other income not declared elsewhere2018-12-31$14,970
Administrative expenses (other) incurred2018-12-31$66,167
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$753,291
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,512,888
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,790,092
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$16,258,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,731,485
Value of interest in pooled separate accounts at end of year2018-12-31$2,350,653
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,312,356
Interest earned on other investments2018-12-31$269,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,903,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,746,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,398,084
Net investment gain/loss from pooled separate accounts2018-12-31$353,784
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$2,575,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,163,464
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 RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$9,465
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$5,529,738
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$963,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$910,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,449,345
Value of total assets at end of year2017-12-31$29,790,092
Value of total assets at beginning of year2017-12-31$25,214,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$53,136
Total interest from all sources2017-12-31$257,003
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$81,325
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$81,325
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$150,018
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,955
Administrative expenses (other) incurred2017-12-31$53,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,566,588
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,790,092
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,214,039
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$4,731,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,591,204
Value of interest in pooled separate accounts at end of year2017-12-31$11,312,356
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,758,737
Interest earned on other investments2017-12-31$257,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,746,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$12,864,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$961,344
Net investment gain/loss from pooled separate accounts2017-12-31$1,780,721
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$2,290,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$910,014
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 RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$35,373
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$3,066,138
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,287,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,238,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,857,385
Value of total assets at end of year2016-12-31$25,214,039
Value of total assets at beginning of year2016-12-31$24,471,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,043
Total interest from all sources2016-12-31$261,050
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$62,245
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$62,245
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$94,691
Administrative expenses (other) incurred2016-12-31$49,043
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$778,403
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,214,039
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,471,009
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$3,591,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,510,773
Value of interest in pooled separate accounts at end of year2016-12-31$8,758,737
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,667,226
Interest earned on other investments2016-12-31$261,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$12,864,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$12,293,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$30,693
Net investment gain/loss from pooled separate accounts2016-12-31$854,765
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$1,762,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,238,692
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 RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$915,328
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$2,016,555
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,196,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,146,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,724,487
Value of total assets at end of year2015-12-31$24,471,009
Value of total assets at beginning of year2015-12-31$24,735,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$50,146
Total interest from all sources2015-12-31$272,531
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$57,348
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$57,348
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$74,769
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$50,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,180,222
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,471,009
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,735,903
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$3,510,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,838,629
Value of interest in pooled separate accounts at end of year2015-12-31$8,667,226
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,906,299
Interest earned on other investments2015-12-31$272,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$12,293,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,990,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-40,279
Net investment gain/loss from pooled separate accounts2015-12-31$2,468
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$1,649,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,146,631
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 RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,444,069
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,179,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,129,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,404,458
Value of total assets at end of year2014-12-31$24,735,903
Value of total assets at beginning of year2014-12-31$24,471,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$50,078
Total interest from all sources2014-12-31$304,514
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$94,088
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$94,088
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$59,392
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$50,078
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$264,735
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,735,903
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,471,168
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$3,838,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,719,232
Value of interest in pooled separate accounts at end of year2014-12-31$8,906,299
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,466,883
Interest earned on other investments2014-12-31$304,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,990,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,285,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-110,357
Net investment gain/loss from pooled separate accounts2014-12-31$751,366
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$1,345,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,129,256
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 RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,948,557
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,092,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,077,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$955,299
Value of total assets at end of year2013-12-31$24,471,168
Value of total assets at beginning of year2013-12-31$22,614,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,222
Total interest from all sources2013-12-31$339,089
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$43,746
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$43,746
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$59,826
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$349
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$15,222
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$1,856,194
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,471,168
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,614,974
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$3,719,232
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$8,466,883
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,752,008
Interest earned on other investments2013-12-31$339,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,285,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$12,862,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$474,666
Net investment gain/loss from pooled separate accounts2013-12-31$2,135,757
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$895,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,077,141
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 RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,837,397
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,355,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,350,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,502,156
Value of total assets at end of year2012-12-31$22,614,974
Value of total assets at beginning of year2012-12-31$21,133,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,970
Total interest from all sources2012-12-31$215,622
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$36,259
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$55,668
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$4,970
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$1,481,965
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,614,974
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,133,009
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$9,752,008
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,496,077
Interest earned on other investments2012-12-31$215,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$12,862,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$12,581,264
Net investment gain/loss from pooled separate accounts2012-12-31$1,119,619
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$1,465,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,350,462
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$1,986,593
Total loss/gain on sale of assets2012-05-31$0
Total of all expenses incurred2012-05-31$4,208,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$4,202,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$2,275,948
Value of total assets at end of year2012-05-31$21,133,009
Value of total assets at beginning of year2012-05-31$23,355,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$5,961
Total interest from all sources2012-05-31$433,202
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
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$87,146
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$55,668
Other income not declared elsewhere2012-05-31$0
Administrative expenses (other) incurred2012-05-31$5,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-2,222,154
Value of net assets at end of year (total assets less liabilities)2012-05-31$21,133,009
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$23,355,163
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$8,496,077
Value of interest in pooled separate accounts at beginning of year2012-05-31$9,540,925
Interest earned on other investments2012-05-31$433,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-05-31$12,581,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-05-31$13,814,238
Net investment gain/loss from pooled separate accounts2012-05-31$-722,557
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$2,188,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$4,202,786
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 RETIREMENT 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$5,222,699
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$2,863,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$2,858,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$2,812,390
Value of total assets at end of year2011-05-31$23,355,163
Value of total assets at beginning of year2011-05-31$20,996,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$5,771
Total interest from all sources2011-05-31$479,108
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
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$117,635
Administrative expenses (other) incurred2011-05-31$5,771
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$2,358,748
Value of net assets at end of year (total assets less liabilities)2011-05-31$23,355,163
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$20,996,415
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$9,540,925
Value of interest in pooled separate accounts at beginning of year2011-05-31$7,666,070
Interest earned on other investments2011-05-31$479,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-05-31$13,814,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-05-31$13,330,345
Net investment gain/loss from pooled separate accounts2011-05-31$1,931,201
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$2,694,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$2,858,180
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 RETIREMENT 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

Form 5500 Responses for HENSEL PHELPS HOURLY RETIREMENT PLAN

2022: HENSEL PHELPS HOURLY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HENSEL PHELPS HOURLY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HENSEL PHELPS HOURLY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HENSEL PHELPS HOURLY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HENSEL PHELPS HOURLY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HENSEL PHELPS HOURLY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HENSEL PHELPS HOURLY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HENSEL PHELPS HOURLY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HENSEL PHELPS HOURLY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HENSEL PHELPS HOURLY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HENSEL PHELPS HOURLY RETIREMENT 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 RETIREMENT 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
2010: HENSEL PHELPS HOURLY RETIREMENT PLAN 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planNo
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement – InsuranceYes
2010-06-01Plan benefit arrangement - TrustYes
2009: HENSEL PHELPS HOURLY RETIREMENT 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 number036594
Policy instance 1
Insurance contract or identification number036594
Number of Individuals Covered812
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 number036594
Policy instance 1
Insurance contract or identification number036594
Number of Individuals Covered752
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number036594
Policy instance 1
Insurance contract or identification number036594
Number of Individuals Covered1221
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number036594
Policy instance 1
Insurance contract or identification number036594
Number of Individuals Covered568
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number036594
Policy instance 1
Insurance contract or identification number036594
Number of Individuals Covered437
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number36594-001
Policy instance 1
Insurance contract or identification number36594-001
Number of Individuals Covered400
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 $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 number36594-001
Policy instance 1
Insurance contract or identification number36594-001
Number of Individuals Covered315
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number36594-001
Policy instance 1
Insurance contract or identification number36594-001
Number of Individuals Covered413
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number36594-001
Policy instance 1
Insurance contract or identification number36594-001
Number of Individuals Covered420
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 $28,668
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 fees28668
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 number36594-001
Policy instance 1
Insurance contract or identification number36594-001
Number of Individuals Covered370
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 $55,272
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 fees55272
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 number36594-001
Policy instance 1
Insurance contract or identification number36594-001
Number of Individuals Covered367
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 $57,291
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 number36594-001
Policy instance 1
Insurance contract or identification number36594-001
Number of Individuals Covered389
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 $56,642
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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