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LUMOS NETWORKS RETIREMENT PLAN 401k Plan overview

Plan NameLUMOS NETWORKS RETIREMENT PLAN
Plan identification number 001

LUMOS NETWORKS RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LUMOS NETWORKS OPERATING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:LUMOS NETWORKS OPERATING COMPANY
Employer identification number (EIN):900673286
NAIC Classification:517000

Additional information about LUMOS NETWORKS OPERATING COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4941094

More information about LUMOS NETWORKS OPERATING COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUMOS NETWORKS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01JOHAN BROEKHUYSEN
0012015-07-01CELIA KOVAC
0012014-07-01JOE LEIGH
0012013-07-01JOE LEIGH
0012012-07-01JOE LEIGH
0012011-10-01JOSEPH LEIGH JOSEPH LEIGH2013-04-12

Plan Statistics for LUMOS NETWORKS RETIREMENT PLAN

401k plan membership statisitcs for LUMOS NETWORKS RETIREMENT PLAN

Measure Date Value
2020: LUMOS NETWORKS RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-06-3056,065,288
Acturial value of plan assets2020-06-3056,897,453
Funding target for retired participants and beneficiaries receiving payment2020-06-3030,929,347
Number of terminated vested participants2020-06-30132
Fundng target for terminated vested participants2020-06-307,717,185
Active participant vested funding target2020-06-3012,871,130
Number of active participants2020-06-30148
Total funding liabilities for active participants2020-06-3014,190,875
Total participant count2020-06-30490
Total funding target for all participants2020-06-3052,837,407
Balance at beginning of prior year after applicable adjustments2020-06-303,420,649
Prefunding balance at beginning of prior year after applicable adjustments2020-06-302,970,374
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-30294,891
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-303,125,758
Amount remaining of prefunding balance2020-06-302,970,374
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-303,273,294
Balance of prefunding at beginning of current year2020-06-303,110,576
Total employer contributions2020-06-300
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-300
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30393,010
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-30393,010
Carryover balance elected to use to offset funding requirement2020-06-30393,010
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: LUMOS NETWORKS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01484
Total number of active participants reported on line 7a of the Form 55002019-07-01138
Number of retired or separated participants receiving benefits2019-07-01192
Number of other retired or separated participants entitled to future benefits2019-07-01111
Total of all active and inactive participants2019-07-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0121
Total participants2019-07-01462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-3056,702,788
Acturial value of plan assets2019-06-3056,360,199
Funding target for retired participants and beneficiaries receiving payment2019-06-3031,150,064
Number of terminated vested participants2019-06-30133
Fundng target for terminated vested participants2019-06-307,226,682
Active participant vested funding target2019-06-3012,287,592
Number of active participants2019-06-30152
Total funding liabilities for active participants2019-06-3013,556,427
Total participant count2019-06-30495
Total funding target for all participants2019-06-3051,933,173
Balance at beginning of prior year after applicable adjustments2019-06-303,254,042
Prefunding balance at beginning of prior year after applicable adjustments2019-06-302,825,698
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-303,254,042
Amount remaining of prefunding balance2019-06-302,825,698
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-303,420,649
Balance of prefunding at beginning of current year2019-06-302,970,374
Total employer contributions2019-06-300
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30294,891
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-30294,891
Carryover balance elected to use to offset funding requirement2019-06-30294,891
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: LUMOS NETWORKS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01489
Total number of active participants reported on line 7a of the Form 55002018-07-01148
Number of retired or separated participants receiving benefits2018-07-01186
Number of other retired or separated participants entitled to future benefits2018-07-01128
Total of all active and inactive participants2018-07-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0122
Total participants2018-07-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3056,860,727
Acturial value of plan assets2018-06-3056,515,084
Funding target for retired participants and beneficiaries receiving payment2018-06-3029,711,595
Number of terminated vested participants2018-06-30134
Fundng target for terminated vested participants2018-06-306,465,882
Active participant vested funding target2018-06-3011,796,867
Number of active participants2018-06-30159
Total funding liabilities for active participants2018-06-3013,060,979
Total participant count2018-06-30498
Total funding target for all participants2018-06-3049,238,456
Balance at beginning of prior year after applicable adjustments2018-06-302,918,162
Prefunding balance at beginning of prior year after applicable adjustments2018-06-302,534,031
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-302,918,162
Amount remaining of prefunding balance2018-06-302,534,031
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Balance of carryovers at beginning of current year2018-06-303,254,042
Balance of prefunding at beginning of current year2018-06-302,825,698
Total employer contributions2018-06-300
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30158,783
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: LUMOS NETWORKS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01493
Total number of active participants reported on line 7a of the Form 55002017-07-01152
Number of retired or separated participants receiving benefits2017-07-01189
Number of other retired or separated participants entitled to future benefits2017-07-01128
Total of all active and inactive participants2017-07-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0120
Total participants2017-07-01489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-3053,926,612
Acturial value of plan assets2017-06-3057,595,551
Funding target for retired participants and beneficiaries receiving payment2017-06-3030,320,887
Number of terminated vested participants2017-06-30134
Fundng target for terminated vested participants2017-06-305,562,764
Active participant vested funding target2017-06-3011,255,781
Number of active participants2017-06-30164
Total funding liabilities for active participants2017-06-3012,515,521
Total participant count2017-06-30505
Total funding target for all participants2017-06-3048,399,172
Balance at beginning of prior year after applicable adjustments2017-06-302,931,648
Prefunding balance at beginning of prior year after applicable adjustments2017-06-302,545,741
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-302,931,648
Amount remaining of prefunding balance2017-06-302,545,741
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-302,918,162
Balance of prefunding at beginning of current year2017-06-302,534,031
Total employer contributions2017-06-300
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30205,743
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: LUMOS NETWORKS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01500
Total number of active participants reported on line 7a of the Form 55002016-07-01159
Number of retired or separated participants receiving benefits2016-07-01188
Number of other retired or separated participants entitled to future benefits2016-07-01130
Total of all active and inactive participants2016-07-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0116
Total participants2016-07-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: LUMOS NETWORKS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01505
Total number of active participants reported on line 7a of the Form 55002015-07-01164
Number of retired or separated participants receiving benefits2015-07-01187
Number of other retired or separated participants entitled to future benefits2015-07-01130
Total of all active and inactive participants2015-07-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0119
Total participants2015-07-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: LUMOS NETWORKS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01509
Total number of active participants reported on line 7a of the Form 55002014-07-01181
Number of retired or separated participants receiving benefits2014-07-01184
Number of other retired or separated participants entitled to future benefits2014-07-01123
Total of all active and inactive participants2014-07-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0117
Total participants2014-07-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: LUMOS NETWORKS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01518
Total number of active participants reported on line 7a of the Form 55002013-07-01197
Number of retired or separated participants receiving benefits2013-07-01180
Number of other retired or separated participants entitled to future benefits2013-07-01114
Total of all active and inactive participants2013-07-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0118
Total participants2013-07-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: LUMOS NETWORKS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01520
Total number of active participants reported on line 7a of the Form 55002012-07-01207
Number of retired or separated participants receiving benefits2012-07-01172
Number of other retired or separated participants entitled to future benefits2012-07-01121
Total of all active and inactive participants2012-07-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0118
Total participants2012-07-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: LUMOS NETWORKS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01516
Total number of active participants reported on line 7a of the Form 55002011-10-01250
Number of retired or separated participants receiving benefits2011-10-01156
Number of other retired or separated participants entitled to future benefits2011-10-0197
Total of all active and inactive participants2011-10-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-0117
Total participants2011-10-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010

Financial Data on LUMOS NETWORKS RETIREMENT PLAN

Measure Date Value
2020 : LUMOS NETWORKS RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$506,684
Total unrealized appreciation/depreciation of assets2020-06-30$506,684
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$2,306,955
Total loss/gain on sale of assets2020-06-30$32,451
Total of all expenses incurred2020-06-30$3,783,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$3,315,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$0
Value of total assets at end of year2020-06-30$54,588,296
Value of total assets at beginning of year2020-06-30$56,065,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$468,031
Total interest from all sources2020-06-30$510,206
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$727,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$727,306
Administrative expenses professional fees incurred2020-06-30$39,317
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$87,935
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$94,831
Administrative expenses (other) incurred2020-06-30$265,631
Total non interest bearing cash at end of year2020-06-30$4
Total non interest bearing cash at beginning of year2020-06-30$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-1,476,992
Value of net assets at end of year (total assets less liabilities)2020-06-30$54,588,296
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$56,065,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$35,135,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$35,010,838
Interest earned on other investments2020-06-30$161,951
Income. Interest from US Government securities2020-06-30$96,052
Income. Interest from corporate debt instruments2020-06-30$242,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$1,970,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$470,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$470,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$10,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$5,743,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$8,431,777
Asset value of US Government securities at end of year2020-06-30$3,178,449
Asset value of US Government securities at beginning of year2020-06-30$5,603,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$530,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$3,315,916
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$8,471,840
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$6,453,626
Contract administrator fees2020-06-30$163,083
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$4,289,357
Aggregate carrying amount (costs) on sale of assets2020-06-30$4,256,906
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30AREHART ASSOCIATES LTD
Accountancy firm EIN2020-06-30541034728
2019 : LUMOS NETWORKS RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$511,565
Total unrealized appreciation/depreciation of assets2019-06-30$511,565
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$2,586,472
Total loss/gain on sale of assets2019-06-30$1,844
Total of all expenses incurred2019-06-30$3,223,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,837,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$56,065,288
Value of total assets at beginning of year2019-06-30$56,702,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$386,050
Total interest from all sources2019-06-30$388,698
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$993,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$31,691
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$94,831
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$0
Administrative expenses (other) incurred2019-06-30$269,734
Total non interest bearing cash at end of year2019-06-30$1
Total non interest bearing cash at beginning of year2019-06-30$233,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-637,500
Value of net assets at end of year (total assets less liabilities)2019-06-30$56,065,288
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$56,702,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$35,010,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$48,115,803
Interest earned on other investments2019-06-30$172,366
Income. Interest from US Government securities2019-06-30$63,849
Income. Interest from corporate debt instruments2019-06-30$112,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$470,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$39,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$8,431,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$8,353,901
Asset value of US Government securities at end of year2019-06-30$5,603,964
Asset value of US Government securities at beginning of year2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$691,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Income. Dividends from common stock2019-06-30$993,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,837,922
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$6,453,626
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$0
Contract administrator fees2019-06-30$84,625
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$500,000
Aggregate carrying amount (costs) on sale of assets2019-06-30$498,156
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30AREHART ASSOCIATES LTD
Accountancy firm EIN2019-06-30541034728
2018 : LUMOS NETWORKS RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,830,534
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$2,988,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$2,833,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$0
Value of total assets at end of year2018-06-30$56,702,788
Value of total assets at beginning of year2018-06-30$56,860,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$155,428
Total interest from all sources2018-06-30$177,684
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$847,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$847,867
Administrative expenses professional fees incurred2018-06-30$8,300
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,300,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$130,271
Total non interest bearing cash at end of year2018-06-30$233,084
Total non interest bearing cash at beginning of year2018-06-30$234,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-157,939
Value of net assets at end of year (total assets less liabilities)2018-06-30$56,702,788
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$56,860,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$48,115,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$48,283,342
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$177,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$8,353,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$8,343,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,804,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,833,045
Contract administrator fees2018-06-30$16,857
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30AREHART ASSOCIATES LTD
Accountancy firm EIN2018-06-30541034728
2017 : LUMOS NETWORKS RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$6,030,071
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$3,095,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$2,872,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$0
Value of total assets at end of year2017-06-30$56,860,727
Value of total assets at beginning of year2017-06-30$53,926,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$223,563
Total interest from all sources2017-06-30$172,604
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$817,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$817,793
Administrative expenses professional fees incurred2017-06-30$8,060
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,300,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Administrative expenses (other) incurred2017-06-30$195,053
Total non interest bearing cash at end of year2017-06-30$234,027
Total non interest bearing cash at beginning of year2017-06-30$241,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,934,115
Value of net assets at end of year (total assets less liabilities)2017-06-30$56,860,727
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$53,926,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$48,283,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$45,734,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$172,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$8,343,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$7,950,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$5,039,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$2,872,393
Contract administrator fees2017-06-30$20,450
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30AREHART ASSOCIATES LTD
Accountancy firm EIN2017-06-30541034728
2016 : LUMOS NETWORKS RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$-254,933
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$3,144,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$3,091,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$53,926,612
Value of total assets at beginning of year2016-06-30$57,326,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$53,686
Total interest from all sources2016-06-30$172,843
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$798,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$798,582
Administrative expenses professional fees incurred2016-06-30$7,900
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,300,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$42,993
Total non interest bearing cash at end of year2016-06-30$241,637
Total non interest bearing cash at beginning of year2016-06-30$272,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-3,399,702
Value of net assets at end of year (total assets less liabilities)2016-06-30$53,926,612
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$57,326,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$45,734,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$48,445,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$172,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$7,950,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$8,607,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,226,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$3,091,083
Contract administrator fees2016-06-30$2,793
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30AREHART ASSOCIATES LTD
Accountancy firm EIN2016-06-30541034728
2015 : LUMOS NETWORKS RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,138,810
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$3,124,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,079,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$0
Value of total assets at end of year2015-06-30$57,326,314
Value of total assets at beginning of year2015-06-30$59,311,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$45,381
Total interest from all sources2015-06-30$189,125
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$904,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$904,772
Administrative expenses professional fees incurred2015-06-30$7,800
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,300,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Administrative expenses (other) incurred2015-06-30$24,941
Total non interest bearing cash at end of year2015-06-30$272,886
Total non interest bearing cash at beginning of year2015-06-30$232,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-1,985,656
Value of net assets at end of year (total assets less liabilities)2015-06-30$57,326,314
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$59,311,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$48,445,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$50,415,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$189,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$8,607,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$8,664,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$44,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,079,085
Contract administrator fees2015-06-30$12,640
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30AREHART ASSOCIATES LTD
Accountancy firm EIN2015-06-30541034728
2014 : LUMOS NETWORKS RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$88,453
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$7,862,298
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$2,964,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,901,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$3,912
Value of total assets at end of year2014-06-30$59,311,970
Value of total assets at beginning of year2014-06-30$54,325,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$62,572
Total interest from all sources2014-06-30$170,651
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$878,544
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$878,544
Administrative expenses professional fees incurred2014-06-30$7,700
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,300,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$3,912
Administrative expenses (other) incurred2014-06-30$42,069
Total non interest bearing cash at end of year2014-06-30$232,772
Total non interest bearing cash at beginning of year2014-06-30$230,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$4,898,053
Value of net assets at end of year (total assets less liabilities)2014-06-30$59,311,970
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$54,325,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$50,415,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$46,002,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$170,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$8,664,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$8,092,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$6,809,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,901,673
Contract administrator fees2014-06-30$12,803
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30AREHART ASSOCIATES LTD
Accountancy firm EIN2014-06-30541034728
2013 : LUMOS NETWORKS RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$447,661
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$7,941,472
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$2,664,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,613,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$819
Value of total assets at end of year2013-06-30$54,325,464
Value of total assets at beginning of year2013-06-30$48,600,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$51,065
Total interest from all sources2013-06-30$71,712
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$1,025,906
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$1,025,906
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,300,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$819
Administrative expenses (other) incurred2013-06-30$51,065
Total non interest bearing cash at end of year2013-06-30$230,594
Total non interest bearing cash at beginning of year2013-06-30$202,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$5,277,225
Value of net assets at end of year (total assets less liabilities)2013-06-30$54,325,464
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$48,600,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$46,002,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$46,889,753
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$71,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$8,092,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,508,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$6,843,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,613,182
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30AREHART ASSOCIATES LTD
Accountancy firm EIN2013-06-30541034728
2012 : LUMOS NETWORKS RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$45,674,935
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$4,167,354
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$1,241,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,241,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$0
Value of total assets at end of year2012-06-30$48,600,578
Value of total assets at beginning of year2012-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$10,229
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$577,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$577,865
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Total non interest bearing cash at end of year2012-06-30$202,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$2,925,643
Value of net assets at end of year (total assets less liabilities)2012-06-30$48,600,578
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$46,889,753
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$10,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,508,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$3,579,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,241,711
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30AREHART ASSOCIATES LTD
Accountancy firm EIN2012-06-30541034728

Form 5500 Responses for LUMOS NETWORKS RETIREMENT PLAN

2019: LUMOS NETWORKS RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: LUMOS NETWORKS RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: LUMOS NETWORKS RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: LUMOS NETWORKS RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: LUMOS NETWORKS RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: LUMOS NETWORKS RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: LUMOS NETWORKS RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: LUMOS NETWORKS RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: LUMOS NETWORKS RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01First time form 5500 has been submittedYes
2011-10-01Submission has been amendedYes
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36007
Policy instance 1
Insurance contract or identification numberGA36007
Number of Individuals Covered462
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36007
Policy instance 1
Insurance contract or identification numberGA36007
Number of Individuals Covered484
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36007
Policy instance 1
Insurance contract or identification numberGA36007
Number of Individuals Covered489
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36007
Policy instance 1
Insurance contract or identification numberGA36007
Number of Individuals Covered500
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36007
Policy instance 1
Insurance contract or identification numberGA36007
Number of Individuals Covered505
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36007
Policy instance 1
Insurance contract or identification numberGA36007
Number of Individuals Covered509
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36007
Policy instance 1
Insurance contract or identification numberGA36007
Number of Individuals Covered518
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36007
Policy instance 1
Insurance contract or identification numberGA36007
Number of Individuals Covered520
Insurance policy start date2012-03-15
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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