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WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 401k Plan overview

Plan NameWALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES
Plan identification number 003

WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

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

Company Name:WALSH CONSTRUCTION CO.
Employer identification number (EIN):930633107
NAIC Classification:236200

Additional information about WALSH CONSTRUCTION CO.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1974-06-28
Company Identification Number: 10645216
Legal Registered Office Address: 2905 SW FIRST AVE

PORTLAND
United States of America (USA)
97201

More information about WALSH CONSTRUCTION CO.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01
0032021-07-01JOHN WIED2022-12-19
0032020-07-01JOHN WIED2021-12-15
0032019-07-01JOHN WIED2020-11-17
0032018-07-01JOHN WIED2020-01-13
0032017-07-01
0032016-07-01
0032015-07-01JOHN WIED
0032014-07-01JOHN WIED
0032013-07-01JOHN WIED JOHN WIED2015-01-28
0032012-07-01JOHN WIED JOHN WIED2014-01-21
0032011-07-01JOHN M WIED JOHN M WIED2013-03-15
0032010-07-01JOHN WIED
0032009-07-01JOHN WIED

Plan Statistics for WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES

401k plan membership statisitcs for WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES

Measure Date Value
2022: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-07-01921
Total number of active participants reported on line 7a of the Form 55002022-07-01545
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-01215
Total of all active and inactive participants2022-07-01760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-012
Total participants2022-07-01762
Number of participants with account balances2022-07-01539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-016
2021: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-07-01632
Total number of active participants reported on line 7a of the Form 55002021-07-01722
Number of retired or separated participants receiving benefits2021-07-012
Number of other retired or separated participants entitled to future benefits2021-07-01196
Total of all active and inactive participants2021-07-01920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01921
Number of participants with account balances2021-07-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-013
2020: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-07-01663
Total number of active participants reported on line 7a of the Form 55002020-07-01392
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-01231
Total of all active and inactive participants2020-07-01625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01625
Number of participants with account balances2020-07-01534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-014
2019: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-07-01718
Total number of active participants reported on line 7a of the Form 55002019-07-01419
Number of retired or separated participants receiving benefits2019-07-012
Number of other retired or separated participants entitled to future benefits2019-07-01236
Total of all active and inactive participants2019-07-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01657
Number of participants with account balances2019-07-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0119
2018: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-07-01711
Total number of active participants reported on line 7a of the Form 55002018-07-01478
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01227
Total of all active and inactive participants2018-07-01705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01706
Number of participants with account balances2018-07-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0132
2017: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-07-01775
Total number of active participants reported on line 7a of the Form 55002017-07-01475
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-01218
Total of all active and inactive participants2017-07-01694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01695
Number of participants with account balances2017-07-01535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0118
2016: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-07-01682
Total number of active participants reported on line 7a of the Form 55002016-07-01568
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01198
Total of all active and inactive participants2016-07-01766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-01768
Number of participants with account balances2016-07-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-013
2015: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-07-01577
Total number of active participants reported on line 7a of the Form 55002015-07-01469
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01195
Total of all active and inactive participants2015-07-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01664
Number of participants with account balances2015-07-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-017
2014: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-07-01509
Total number of active participants reported on line 7a of the Form 55002014-07-01312
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-01208
Total of all active and inactive participants2014-07-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01522
Number of participants with account balances2014-07-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-016
2013: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-07-01505
Total number of active participants reported on line 7a of the Form 55002013-07-01295
Number of retired or separated participants receiving benefits2013-07-012
Number of other retired or separated participants entitled to future benefits2013-07-01198
Total of all active and inactive participants2013-07-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01496
Number of participants with account balances2013-07-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-07-01542
Total number of active participants reported on line 7a of the Form 55002012-07-01266
Number of retired or separated participants receiving benefits2012-07-012
Number of other retired or separated participants entitled to future benefits2012-07-01225
Total of all active and inactive participants2012-07-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01494
Number of participants with account balances2012-07-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0112
2011: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-07-01586
Total number of active participants reported on line 7a of the Form 55002011-07-01366
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-01224
Total of all active and inactive participants2011-07-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01591
Number of participants with account balances2011-07-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0120
2010: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-07-01647
Total number of active participants reported on line 7a of the Form 55002010-07-01320
Number of retired or separated participants receiving benefits2010-07-011
Number of other retired or separated participants entitled to future benefits2010-07-01222
Total of all active and inactive participants2010-07-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01543
Number of participants with account balances2010-07-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0116
2009: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-07-01639
Total number of active participants reported on line 7a of the Form 55002009-07-01310
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01287
Total of all active and inactive participants2009-07-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01597
Number of participants with account balances2009-07-01563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0124

Financial Data on WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES

Measure Date Value
2023 : WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$1,145,719
Total unrealized appreciation/depreciation of assets2023-06-30$1,145,719
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$21,451,427
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$4,636,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$4,610,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$6,850,433
Value of total assets at end of year2023-06-30$132,165,122
Value of total assets at beginning of year2023-06-30$115,350,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$26,231
Total interest from all sources2023-06-30$7,156
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$2,090,480
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$2,090,480
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$3,811,506
Participant contributions at end of year2023-06-30$215,844
Participant contributions at beginning of year2023-06-30$304,669
Participant contributions at end of year2023-06-30$259,487
Participant contributions at beginning of year2023-06-30$239,124
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$238,193
Administrative expenses (other) incurred2023-06-30$26,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$16,814,872
Value of net assets at end of year (total assets less liabilities)2023-06-30$132,165,122
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$115,350,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$98,903,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$0
Value of interest in pooled separate accounts at end of year2023-06-30$0
Value of interest in pooled separate accounts at beginning of year2023-06-30$82,999,298
Interest on participant loans2023-06-30$5,247
Value of interest in common/collective trusts at end of year2023-06-30$13,543,788
Value of interest in common/collective trusts at beginning of year2023-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$90,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$1,909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$13,342,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$11,208,765
Net investment gain or loss from common/collective trusts2023-06-30$148,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Assets. Invements in employer securities at end of year2023-06-30$16,351,386
Assets. Invements in employer securities at beginning of year2023-06-30$15,711,911
Contributions received in cash from employer2023-06-30$2,800,734
Employer contributions (assets) at end of year2023-06-30$2,800,645
Employer contributions (assets) at beginning of year2023-06-30$2,752,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$4,610,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-06-30Yes
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$51,083
Aggregate carrying amount (costs) on sale of assets2023-06-30$51,083
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN2023-06-30930623286
2022 : WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$917,734
Total unrealized appreciation/depreciation of assets2022-06-30$917,734
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-7,077,907
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$3,932,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$3,890,503
Value of total corrective distributions2022-06-30$22,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$6,886,234
Value of total assets at end of year2022-06-30$115,350,250
Value of total assets at beginning of year2022-06-30$126,360,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$19,181
Total interest from all sources2022-06-30$416,495
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$3,549,876
Participant contributions at end of year2022-06-30$304,669
Participant contributions at beginning of year2022-06-30$187,064
Participant contributions at end of year2022-06-30$239,124
Participant contributions at beginning of year2022-06-30$216,011
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$583,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-11,010,039
Value of net assets at end of year (total assets less liabilities)2022-06-30$115,350,250
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$126,360,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$82,999,298
Value of interest in pooled separate accounts at beginning of year2022-06-30$96,416,009
Interest on participant loans2022-06-30$6,548
Interest earned on other investments2022-06-30$409,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$13,342,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$11,673,370
Net investment gain/loss from pooled separate accounts2022-06-30$-15,298,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Assets. Invements in employer securities at end of year2022-06-30$15,711,911
Assets. Invements in employer securities at beginning of year2022-06-30$15,151,575
Contributions received in cash from employer2022-06-30$2,752,608
Employer contributions (assets) at end of year2022-06-30$2,752,608
Employer contributions (assets) at beginning of year2022-06-30$2,716,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$3,890,503
Contract administrator fees2022-06-30$19,181
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN2022-06-30930623286
2021 : WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$808,543
Total unrealized appreciation/depreciation of assets2021-06-30$808,543
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$33,800,209
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$8,125,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$8,077,577
Value of total corrective distributions2021-06-30$29,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$6,133,172
Value of total assets at end of year2021-06-30$126,360,289
Value of total assets at beginning of year2021-06-30$100,685,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$18,270
Total interest from all sources2021-06-30$399,999
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$3,382,829
Participant contributions at end of year2021-06-30$187,064
Participant contributions at beginning of year2021-06-30$227,434
Participant contributions at end of year2021-06-30$216,011
Participant contributions at beginning of year2021-06-30$202,946
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$34,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$25,674,487
Value of net assets at end of year (total assets less liabilities)2021-06-30$126,360,289
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$100,685,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$96,416,009
Value of interest in pooled separate accounts at beginning of year2021-06-30$70,128,430
Interest on participant loans2021-06-30$8,537
Interest earned on other investments2021-06-30$391,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$11,673,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$11,655,616
Net investment gain/loss from pooled separate accounts2021-06-30$26,458,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Assets. Invements in employer securities at end of year2021-06-30$15,151,575
Assets. Invements in employer securities at beginning of year2021-06-30$15,779,643
Contributions received in cash from employer2021-06-30$2,716,260
Employer contributions (assets) at end of year2021-06-30$2,716,260
Employer contributions (assets) at beginning of year2021-06-30$2,691,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$8,077,577
Contract administrator fees2021-06-30$18,270
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN2021-06-30930623286
2020 : WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$906,530
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$906,530
Total unrealized appreciation/depreciation of assets2020-06-30$906,530
Total unrealized appreciation/depreciation of assets2020-06-30$906,530
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
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$10,443,593
Total income from all sources (including contributions)2020-06-30$10,443,593
Total loss/gain on sale of assets2020-06-30$0
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$6,270,794
Total of all expenses incurred2020-06-30$6,270,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$6,252,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$6,252,538
Value of total corrective distributions2020-06-30$821
Value of total corrective distributions2020-06-30$821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$6,230,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$6,230,089
Value of total assets at end of year2020-06-30$100,685,802
Value of total assets at end of year2020-06-30$100,685,802
Value of total assets at beginning of year2020-06-30$96,513,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$17,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$17,435
Total interest from all sources2020-06-30$387,704
Total interest from all sources2020-06-30$387,704
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
If this is an individual account plan, was there a blackout period2020-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-06-30$0
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$3,229,243
Contributions received from participants2020-06-30$3,229,243
Participant contributions at end of year2020-06-30$227,434
Participant contributions at end of year2020-06-30$227,434
Participant contributions at beginning of year2020-06-30$344,610
Participant contributions at beginning of year2020-06-30$344,610
Participant contributions at end of year2020-06-30$202,946
Participant contributions at end of year2020-06-30$202,946
Participant contributions at beginning of year2020-06-30$199,035
Participant contributions at beginning of year2020-06-30$199,035
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$309,113
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$309,113
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
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$4,172,799
Value of net income/loss2020-06-30$4,172,799
Value of net assets at end of year (total assets less liabilities)2020-06-30$100,685,802
Value of net assets at end of year (total assets less liabilities)2020-06-30$100,685,802
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$96,513,003
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$96,513,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
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 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
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$70,128,430
Value of interest in pooled separate accounts at end of year2020-06-30$70,128,430
Value of interest in pooled separate accounts at beginning of year2020-06-30$66,920,413
Value of interest in pooled separate accounts at beginning of year2020-06-30$66,920,413
Interest on participant loans2020-06-30$13,246
Interest on participant loans2020-06-30$13,246
Interest earned on other investments2020-06-30$374,458
Interest earned on other investments2020-06-30$374,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$11,655,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$11,655,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$11,251,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$11,251,135
Net investment gain/loss from pooled separate accounts2020-06-30$2,919,270
Net investment gain/loss from pooled separate accounts2020-06-30$2,919,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
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
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Assets. Invements in employer securities at end of year2020-06-30$15,779,643
Assets. Invements in employer securities at end of year2020-06-30$15,779,643
Assets. Invements in employer securities at beginning of year2020-06-30$15,242,810
Assets. Invements in employer securities at beginning of year2020-06-30$15,242,810
Contributions received in cash from employer2020-06-30$2,691,733
Contributions received in cash from employer2020-06-30$2,691,733
Employer contributions (assets) at end of year2020-06-30$2,691,733
Employer contributions (assets) at end of year2020-06-30$2,691,733
Employer contributions (assets) at beginning of year2020-06-30$2,555,000
Employer contributions (assets) at beginning of year2020-06-30$2,555,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$6,252,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$6,252,538
Contract administrator fees2020-06-30$17,435
Contract administrator fees2020-06-30$17,435
Did the plan have assets held for investment2020-06-30Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
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
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30ALDRICH CPAS AND ADVISORS LLP
Accountancy firm name2020-06-30ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN2020-06-30930623286
Accountancy firm EIN2020-06-30930623286
2019 : WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$1,866,046
Total unrealized appreciation/depreciation of assets2019-06-30$1,866,046
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$12,290,937
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$4,056,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$4,041,405
Value of total corrective distributions2019-06-30$4,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$5,769,884
Value of total assets at end of year2019-06-30$96,513,003
Value of total assets at beginning of year2019-06-30$88,278,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$10,825
Total interest from all sources2019-06-30$364,661
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
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
Contributions received from participants2019-06-30$3,051,105
Participant contributions at end of year2019-06-30$344,610
Participant contributions at beginning of year2019-06-30$398,505
Participant contributions at end of year2019-06-30$199,035
Participant contributions at beginning of year2019-06-30$205,453
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$163,779
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$8,234,178
Value of net assets at end of year (total assets less liabilities)2019-06-30$96,513,003
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$88,278,825
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 pooled separate accounts at end of year2019-06-30$66,920,413
Value of interest in pooled separate accounts at beginning of year2019-06-30$61,954,203
Interest on participant loans2019-06-30$13,840
Interest earned on other investments2019-06-30$350,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$11,251,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$9,853,671
Net investment gain/loss from pooled separate accounts2019-06-30$4,290,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
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
Assets. Invements in employer securities at end of year2019-06-30$15,242,810
Assets. Invements in employer securities at beginning of year2019-06-30$14,192,502
Contributions received in cash from employer2019-06-30$2,555,000
Employer contributions (assets) at end of year2019-06-30$2,555,000
Employer contributions (assets) at beginning of year2019-06-30$1,674,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$4,041,405
Contract administrator fees2019-06-30$10,825
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 appraiser2019-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
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 name2019-06-30ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN2019-06-30930623286
2018 : WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$1,306,729
Total unrealized appreciation/depreciation of assets2018-06-30$1,306,729
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$13,167,206
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$6,023,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$6,007,367
Value of total corrective distributions2018-06-30$1,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$4,932,581
Value of total assets at end of year2018-06-30$88,278,825
Value of total assets at beginning of year2018-06-30$81,135,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$15,012
Total interest from all sources2018-06-30$350,678
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
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
Contributions received from participants2018-06-30$2,864,365
Participant contributions at end of year2018-06-30$398,505
Participant contributions at beginning of year2018-06-30$365,692
Participant contributions at end of year2018-06-30$205,453
Participant contributions at beginning of year2018-06-30$179,132
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$393,725
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$7,143,825
Value of net assets at end of year (total assets less liabilities)2018-06-30$88,278,825
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$81,135,000
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 pooled separate accounts at end of year2018-06-30$61,954,203
Value of interest in pooled separate accounts at beginning of year2018-06-30$55,628,751
Interest on participant loans2018-06-30$12,993
Interest earned on other investments2018-06-30$337,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$9,853,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$10,187,198
Net investment gain/loss from pooled separate accounts2018-06-30$6,577,218
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
Assets. Invements in employer securities at end of year2018-06-30$14,192,502
Assets. Invements in employer securities at beginning of year2018-06-30$13,071,775
Contributions received in cash from employer2018-06-30$1,674,491
Employer contributions (assets) at end of year2018-06-30$1,674,491
Employer contributions (assets) at beginning of year2018-06-30$1,702,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$6,007,367
Contract administrator fees2018-06-30$15,012
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 appraiser2018-06-30Yes
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 name2018-06-30ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN2018-06-30930623286
2017 : WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$1,429,592
Total unrealized appreciation/depreciation of assets2017-06-30$1,429,592
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$14,539,843
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$3,061,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$3,044,979
Value of total corrective distributions2017-06-30$3,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$4,833,346
Value of total assets at end of year2017-06-30$81,135,000
Value of total assets at beginning of year2017-06-30$69,656,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$13,178
Total interest from all sources2017-06-30$348,445
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
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
Contributions received from participants2017-06-30$2,650,555
Participant contributions at end of year2017-06-30$365,692
Participant contributions at beginning of year2017-06-30$292,432
Participant contributions at end of year2017-06-30$179,132
Participant contributions at beginning of year2017-06-30$159,805
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$480,339
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$11,478,572
Value of net assets at end of year (total assets less liabilities)2017-06-30$81,135,000
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$69,656,428
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 pooled separate accounts at end of year2017-06-30$55,628,751
Value of interest in pooled separate accounts at beginning of year2017-06-30$45,846,147
Interest on participant loans2017-06-30$10,953
Interest earned on other investments2017-06-30$337,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$10,187,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$9,726,211
Net investment gain/loss from pooled separate accounts2017-06-30$7,928,460
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
Assets. Invements in employer securities at end of year2017-06-30$13,071,775
Assets. Invements in employer securities at beginning of year2017-06-30$12,169,480
Contributions received in cash from employer2017-06-30$1,702,452
Employer contributions (assets) at end of year2017-06-30$1,702,452
Employer contributions (assets) at beginning of year2017-06-30$1,462,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,044,979
Contract administrator fees2017-06-30$13,178
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 appraiser2017-06-30Yes
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 name2017-06-30ALDRICH CPAS AND ADVISORS LLP
Accountancy firm EIN2017-06-30930623286
2016 : WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$1,283,155
Total unrealized appreciation/depreciation of assets2016-06-30$1,283,155
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$5,180,829
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$4,163,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$4,151,650
Value of total corrective distributions2016-06-30$4,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$4,074,122
Value of total assets at end of year2016-06-30$69,656,428
Value of total assets at beginning of year2016-06-30$68,638,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$6,938
Total interest from all sources2016-06-30$337,178
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
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
Contributions received from participants2016-06-30$2,425,260
Participant contributions at end of year2016-06-30$292,432
Participant contributions at beginning of year2016-06-30$233,983
Participant contributions at end of year2016-06-30$159,805
Participant contributions at beginning of year2016-06-30$137,648
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$186,509
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$1,017,689
Value of net assets at end of year (total assets less liabilities)2016-06-30$69,656,428
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$68,638,739
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 pooled separate accounts at end of year2016-06-30$45,846,147
Value of interest in pooled separate accounts at beginning of year2016-06-30$46,462,134
Interest on participant loans2016-06-30$8,140
Interest earned on other investments2016-06-30$329,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$9,726,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$9,086,057
Net investment gain/loss from pooled separate accounts2016-06-30$-513,626
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
Assets. Invements in employer securities at end of year2016-06-30$12,169,480
Assets. Invements in employer securities at beginning of year2016-06-30$11,637,792
Contributions received in cash from employer2016-06-30$1,462,353
Employer contributions (assets) at end of year2016-06-30$1,462,353
Employer contributions (assets) at beginning of year2016-06-30$1,081,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$4,151,650
Contract administrator fees2016-06-30$6,938
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 appraiser2016-06-30Yes
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 name2016-06-30AKT LLP
Accountancy firm EIN2016-06-30930623286
2015 : WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$732,542
Total unrealized appreciation/depreciation of assets2015-06-30$732,542
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$6,108,486
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$4,312,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$4,290,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$3,218,642
Value of total assets at end of year2015-06-30$68,638,739
Value of total assets at beginning of year2015-06-30$66,842,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$21,690
Total interest from all sources2015-06-30$322,151
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
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
Contributions received from participants2015-06-30$2,063,695
Participant contributions at end of year2015-06-30$233,983
Participant contributions at beginning of year2015-06-30$212,148
Participant contributions at end of year2015-06-30$137,648
Participant contributions at beginning of year2015-06-30$120,435
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$73,822
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$1,796,317
Value of net assets at end of year (total assets less liabilities)2015-06-30$68,638,739
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$66,842,422
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 pooled separate accounts at end of year2015-06-30$46,462,134
Value of interest in pooled separate accounts at beginning of year2015-06-30$46,676,879
Interest on participant loans2015-06-30$6,801
Interest earned on other investments2015-06-30$315,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$9,086,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$8,008,225
Net investment gain/loss from pooled separate accounts2015-06-30$1,835,151
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
Assets. Invements in employer securities at end of year2015-06-30$11,637,792
Assets. Invements in employer securities at beginning of year2015-06-30$11,218,925
Contributions received in cash from employer2015-06-30$1,081,125
Employer contributions (assets) at end of year2015-06-30$1,081,125
Employer contributions (assets) at beginning of year2015-06-30$605,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$4,290,479
Contract administrator fees2015-06-30$21,690
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 appraiser2015-06-30Yes
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 name2015-06-30AKT LLP
Accountancy firm EIN2015-06-30930623286
2014 : WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$362,596
Total unrealized appreciation/depreciation of assets2014-06-30$362,596
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$11,621,918
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$3,937,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$3,922,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,438,686
Value of total assets at end of year2014-06-30$66,842,422
Value of total assets at beginning of year2014-06-30$59,157,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$14,924
Total interest from all sources2014-06-30$301,853
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
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
Contributions received from participants2014-06-30$1,829,345
Participant contributions at end of year2014-06-30$212,148
Participant contributions at beginning of year2014-06-30$179,109
Participant contributions at end of year2014-06-30$120,435
Participant contributions at beginning of year2014-06-30$117,772
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$3,531
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$7,684,890
Value of net assets at end of year (total assets less liabilities)2014-06-30$66,842,422
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$59,157,532
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 pooled separate accounts at end of year2014-06-30$46,676,879
Value of interest in pooled separate accounts at beginning of year2014-06-30$39,538,945
Interest on participant loans2014-06-30$6,335
Interest earned on other investments2014-06-30$295,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$8,008,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$7,426,880
Net investment gain/loss from pooled separate accounts2014-06-30$8,518,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
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
Assets. Invements in employer securities at end of year2014-06-30$11,218,925
Assets. Invements in employer securities at beginning of year2014-06-30$11,396,714
Contributions received in cash from employer2014-06-30$605,810
Employer contributions (assets) at end of year2014-06-30$605,810
Employer contributions (assets) at beginning of year2014-06-30$498,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$3,922,104
Contract administrator fees2014-06-30$14,924
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 appraiser2014-06-30Yes
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 name2014-06-30AKT LLP
Accountancy firm EIN2014-06-30930623286
2013 : WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$408,422
Total unrealized appreciation/depreciation of assets2013-06-30$408,422
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$9,329,505
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$6,074,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$6,041,731
Value of total corrective distributions2013-06-30$2,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,609,752
Value of total assets at end of year2013-06-30$59,157,532
Value of total assets at beginning of year2013-06-30$55,902,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$30,426
Total interest from all sources2013-06-30$287,236
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$2,000,000
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
Contributions received from participants2013-06-30$1,813,446
Participant contributions at end of year2013-06-30$179,109
Participant contributions at beginning of year2013-06-30$193,686
Participant contributions at end of year2013-06-30$117,772
Participant contributions at beginning of year2013-06-30$126,958
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$298,194
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$3,254,578
Value of net assets at end of year (total assets less liabilities)2013-06-30$59,157,532
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$55,902,954
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 pooled separate accounts at end of year2013-06-30$39,538,945
Value of interest in pooled separate accounts at beginning of year2013-06-30$34,923,875
Interest on participant loans2013-06-30$5,970
Interest earned on other investments2013-06-30$281,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$7,426,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$7,673,388
Net investment gain/loss from pooled separate accounts2013-06-30$6,024,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
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
Assets. Invements in employer securities at end of year2013-06-30$11,396,714
Assets. Invements in employer securities at beginning of year2013-06-30$12,022,854
Contributions received in cash from employer2013-06-30$498,112
Employer contributions (assets) at end of year2013-06-30$498,112
Employer contributions (assets) at beginning of year2013-06-30$962,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$6,041,731
Contract administrator fees2013-06-30$30,426
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 appraiser2013-06-30Yes
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 name2013-06-30DGLF CPAS & BUSINESS ADVISORS, P.C.
Accountancy firm EIN2013-06-30621397304
2012 : WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$541,428
Total unrealized appreciation/depreciation of assets2012-06-30$541,428
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$3,964,183
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$2,714,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,666,783
Value of total corrective distributions2012-06-30$331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,966,253
Value of total assets at end of year2012-06-30$55,902,954
Value of total assets at beginning of year2012-06-30$54,653,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$47,871
Total interest from all sources2012-06-30$274,522
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$2,000,000
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
Contributions received from participants2012-06-30$1,944,121
Participant contributions at end of year2012-06-30$193,686
Participant contributions at beginning of year2012-06-30$154,913
Participant contributions at end of year2012-06-30$126,958
Participant contributions at beginning of year2012-06-30$128,863
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$53,877
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$1,249,198
Value of net assets at end of year (total assets less liabilities)2012-06-30$55,902,954
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$54,653,756
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 pooled separate accounts at end of year2012-06-30$34,923,875
Value of interest in pooled separate accounts at beginning of year2012-06-30$35,932,762
Interest on participant loans2012-06-30$5,456
Interest earned on other investments2012-06-30$269,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$7,673,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$5,587,469
Net investment gain/loss from pooled separate accounts2012-06-30$181,980
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
Assets. Invements in employer securities at end of year2012-06-30$12,022,854
Assets. Invements in employer securities at beginning of year2012-06-30$11,917,884
Contributions received in cash from employer2012-06-30$968,255
Employer contributions (assets) at end of year2012-06-30$962,193
Employer contributions (assets) at beginning of year2012-06-30$931,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,666,783
Contract administrator fees2012-06-30$47,871
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 appraiser2012-06-30Yes
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 name2012-06-30DGLF CPAS & BUSINESS ADVISORS, P.C.
Accountancy firm EIN2012-06-30621397304
2011 : WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$1,045,884
Total unrealized appreciation/depreciation of assets2011-06-30$1,045,884
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$12,124,628
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$3,774,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$3,724,600
Value of total corrective distributions2011-06-30$422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$2,892,394
Value of total assets at end of year2011-06-30$54,653,756
Value of total assets at beginning of year2011-06-30$46,303,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$49,617
Total interest from all sources2011-06-30$209,303
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$1,910,634
Participant contributions at end of year2011-06-30$154,913
Participant contributions at beginning of year2011-06-30$168,854
Participant contributions at end of year2011-06-30$128,863
Participant contributions at beginning of year2011-06-30$119,590
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$49,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$8,349,989
Value of net assets at end of year (total assets less liabilities)2011-06-30$54,653,756
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$46,303,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$35,932,762
Value of interest in pooled separate accounts at beginning of year2011-06-30$28,457,859
Interest on participant loans2011-06-30$5,132
Interest earned on other investments2011-06-30$204,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$5,587,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$5,196,442
Net investment gain/loss from pooled separate accounts2011-06-30$7,977,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at end of year2011-06-30$11,917,884
Assets. Invements in employer securities at beginning of year2011-06-30$11,424,472
Contributions received in cash from employer2011-06-30$931,865
Employer contributions (assets) at end of year2011-06-30$931,865
Employer contributions (assets) at beginning of year2011-06-30$936,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$3,724,600
Contract administrator fees2011-06-30$49,617
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30DAVIDSON, GOLDEN & LUNDY
Accountancy firm EIN2011-06-30621397304
2010 : WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES

2022: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan funding arrangement – General assets of the sponsorYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2022-07-01Plan benefit arrangement – General assets of the sponsorYes
2021: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan funding arrangement – General assets of the sponsorYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2021-07-01Plan benefit arrangement – General assets of the sponsorYes
2020: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan funding arrangement – General assets of the sponsorYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2020-07-01Plan benefit arrangement – General assets of the sponsorYes
2019: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 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 funding arrangement – General assets of the sponsorYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2019-07-01Plan benefit arrangement – General assets of the sponsorYes
2018: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 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 funding arrangement – General assets of the sponsorYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2018-07-01Plan benefit arrangement – General assets of the sponsorYes
2017: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 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 funding arrangement – General assets of the sponsorYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2017-07-01Plan benefit arrangement – General assets of the sponsorYes
2016: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 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 funding arrangement – General assets of the sponsorYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2016-07-01Plan benefit arrangement – General assets of the sponsorYes
2015: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 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 funding arrangement – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2015-07-01Plan benefit arrangement – General assets of the sponsorYes
2014: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 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 funding arrangement – General assets of the sponsorYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2014-07-01Plan benefit arrangement – General assets of the sponsorYes
2013: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 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 funding arrangement – General assets of the sponsorYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2013-07-01Plan benefit arrangement – General assets of the sponsorYes
2012: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 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 funding arrangement – General assets of the sponsorYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2012-07-01Plan benefit arrangement – General assets of the sponsorYes
2011: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan funding arrangement – General assets of the sponsorYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2011-07-01Plan benefit arrangement – General assets of the sponsorYes
2010: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan funding arrangement – General assets of the sponsorYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2010-07-01Plan benefit arrangement – General assets of the sponsorYes
2009: WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan funding arrangement – General assets of the sponsorYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2009-07-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800392
Policy instance 1
Insurance contract or identification number800392
Number of Individuals Covered0
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800392
Policy instance 1
Insurance contract or identification number800392
Number of Individuals Covered921
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 Administration1
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?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800392
Policy instance 1
Insurance contract or identification number800392
Number of Individuals Covered625
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 Administration1
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?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800392
Policy instance 1
Insurance contract or identification number800392
Number of Individuals Covered657
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 Administration1
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?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800392
Policy instance 1
Insurance contract or identification number800392
Number of Individuals Covered706
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 Administration1
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?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800392
Policy instance 1
Insurance contract or identification number800392
Number of Individuals Covered695
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 Administration1
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?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800392
Policy instance 1
Insurance contract or identification number800392
Number of Individuals Covered664
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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 Administration1
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?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800392
Policy instance 1
Insurance contract or identification number800392
Number of Individuals Covered522
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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 Administration1
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?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800392
Policy instance 1
Insurance contract or identification number800392
Number of Individuals Covered496
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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 Administration1
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?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800392
Policy instance 1
Insurance contract or identification number800392
Number of Individuals Covered494
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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 Administration1
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?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800392
Policy instance 1
Insurance contract or identification number800392
Number of Individuals Covered591
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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 Administration1
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?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800392
Policy instance 1
Insurance contract or identification number800392
Number of Individuals Covered543
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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 Administration1
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?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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