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INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 401k Plan overview

Plan NameINLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN
Plan identification number 002

INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

BRD OF TRUSTEES, IBU OF THE PACIFIC NATIONAL PENSION TRUST has sponsored the creation of one or more 401k plans.

Company Name:BRD OF TRUSTEES, IBU OF THE PACIFIC NATIONAL PENSION TRUST
Employer identification number (EIN):930792184
NAIC Classification:483000
NAIC Description: Water Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01LEE EGLAND MARINA SECCHITANO2018-03-30
0022015-07-01LEE EGLAND ALAN COTE'2017-03-24
0022014-07-01LEE EGLAND ALAN COTE'2016-03-17
0022013-07-01LEE EGLAND ALAN COTE'2015-03-17
0022012-07-01LEE EGLAND ALAN COTE'2014-03-25
0022011-07-01LEE EGLAND ALAN COTE2013-03-28
0022009-07-01ALAN COTE LEE EGLAND2011-04-14

Plan Statistics for INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN

401k plan membership statisitcs for INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN

Measure Date Value
2021: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,050
Total number of active participants reported on line 7a of the Form 55002021-07-01503
Number of retired or separated participants receiving benefits2021-07-01151
Number of other retired or separated participants entitled to future benefits2021-07-0125
Total of all active and inactive participants2021-07-01679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0112
Total participants2021-07-01691
Number of participants with account balances2021-07-01532
Number of employers contributing to the scheme2021-07-0116
2020: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01977
Total number of active participants reported on line 7a of the Form 55002020-07-01935
Number of retired or separated participants receiving benefits2020-07-0189
Number of other retired or separated participants entitled to future benefits2020-07-0121
Total of all active and inactive participants2020-07-011,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-015
Total participants2020-07-011,050
Number of participants with account balances2020-07-01527
Number of employers contributing to the scheme2020-07-0115
2019: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01581
Total number of active participants reported on line 7a of the Form 55002019-07-01872
Number of retired or separated participants receiving benefits2019-07-0185
Number of other retired or separated participants entitled to future benefits2019-07-0114
Total of all active and inactive participants2019-07-01971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-016
Total participants2019-07-01977
Number of participants with account balances2019-07-01524
Number of employers contributing to the scheme2019-07-0115
2018: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01579
Total number of active participants reported on line 7a of the Form 55002018-07-01548
Number of retired or separated participants receiving benefits2018-07-0111
Number of other retired or separated participants entitled to future benefits2018-07-0116
Total of all active and inactive participants2018-07-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-016
Total participants2018-07-01581
Number of participants with account balances2018-07-01545
Number of employers contributing to the scheme2018-07-0114
2017: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01555
Total number of active participants reported on line 7a of the Form 55002017-07-01548
Number of retired or separated participants receiving benefits2017-07-0112
Number of other retired or separated participants entitled to future benefits2017-07-0113
Total of all active and inactive participants2017-07-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-016
Total participants2017-07-01579
Number of participants with account balances2017-07-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Number of employers contributing to the scheme2017-07-0116
2016: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01538
Total number of active participants reported on line 7a of the Form 55002016-07-01533
Number of retired or separated participants receiving benefits2016-07-014
Number of other retired or separated participants entitled to future benefits2016-07-0114
Total of all active and inactive participants2016-07-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-014
Total participants2016-07-01555
Number of participants with account balances2016-07-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
Number of employers contributing to the scheme2016-07-0116
2015: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01487
Total number of active participants reported on line 7a of the Form 55002015-07-01526
Number of retired or separated participants receiving benefits2015-07-012
Number of other retired or separated participants entitled to future benefits2015-07-016
Total of all active and inactive participants2015-07-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-014
Total participants2015-07-01538
Number of participants with account balances2015-07-01526
Number of employers contributing to the scheme2015-07-0116
2014: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01494
Total number of active participants reported on line 7a of the Form 55002014-07-01470
Number of retired or separated participants receiving benefits2014-07-012
Number of other retired or separated participants entitled to future benefits2014-07-018
Total of all active and inactive participants2014-07-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-017
Total participants2014-07-01487
Number of participants with account balances2014-07-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
Number of employers contributing to the scheme2014-07-0116
2013: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01491
Total number of active participants reported on line 7a of the Form 55002013-07-01473
Number of retired or separated participants receiving benefits2013-07-011
Number of other retired or separated participants entitled to future benefits2013-07-0112
Total of all active and inactive participants2013-07-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-018
Total participants2013-07-01494
Number of participants with account balances2013-07-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
Number of employers contributing to the scheme2013-07-0116
2012: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01552
Total number of active participants reported on line 7a of the Form 55002012-07-01467
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-0116
Total of all active and inactive participants2012-07-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-017
Total participants2012-07-01491
Number of participants with account balances2012-07-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
Number of employers contributing to the scheme2012-07-0126
2011: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01554
Total number of active participants reported on line 7a of the Form 55002011-07-01536
Number of other retired or separated participants entitled to future benefits2011-07-0112
Total of all active and inactive participants2011-07-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-014
Total participants2011-07-01552
Number of participants with account balances2011-07-01497
Number of employers contributing to the scheme2011-07-0129
2009: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01574
Total number of active participants reported on line 7a of the Form 55002009-07-01541
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0117
Total of all active and inactive participants2009-07-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-015
Total participants2009-07-01563
Number of participants with account balances2009-07-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
Number of employers contributing to the scheme2009-07-0129

Financial Data on INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN

Measure Date Value
2022 : INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$83,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$146,796
Total income from all sources (including contributions)2022-06-30$-5,089,656
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$5,891,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$5,749,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$3,476,436
Value of total assets at end of year2022-06-30$51,503,891
Value of total assets at beginning of year2022-06-30$62,548,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$141,512
Total interest from all sources2022-06-30$92,879
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$740,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$740,917
Administrative expenses professional fees incurred2022-06-30$29,741
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$3,069,794
Participant contributions at end of year2022-06-30$743,837
Participant contributions at beginning of year2022-06-30$935,783
Participant contributions at end of year2022-06-30$167,818
Participant contributions at beginning of year2022-06-30$144,936
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$406,642
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$7,144
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$9,091
Other income not declared elsewhere2022-06-30$464
Administrative expenses (other) incurred2022-06-30$29,800
Liabilities. Value of operating payables at end of year2022-06-30$83,094
Liabilities. Value of operating payables at beginning of year2022-06-30$146,796
Total non interest bearing cash at end of year2022-06-30$96,516
Total non interest bearing cash at beginning of year2022-06-30$157,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-10,981,123
Value of net assets at end of year (total assets less liabilities)2022-06-30$51,420,797
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$62,401,920
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
Investment advisory and management fees2022-06-30$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$45,422,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$55,940,028
Interest on participant loans2022-06-30$92,879
Value of interest in common/collective trusts at end of year2022-06-30$5,066,345
Value of interest in common/collective trusts at beginning of year2022-06-30$5,361,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-9,477,977
Net investment gain or loss from common/collective trusts2022-06-30$77,625
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 contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$5,749,955
Contract administrator fees2022-06-30$46,971
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 name2022-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-06-30410476749
2021 : INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$146,796
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$226,965
Total income from all sources (including contributions)2021-06-30$18,655,482
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$5,057,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$4,926,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,908,332
Value of total assets at end of year2021-06-30$62,548,716
Value of total assets at beginning of year2021-06-30$49,030,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$131,078
Total interest from all sources2021-06-30$108,987
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$1,928,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,928,186
Administrative expenses professional fees incurred2021-06-30$19,586
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
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$2,907,981
Participant contributions at end of year2021-06-30$935,783
Participant contributions at beginning of year2021-06-30$987,712
Participant contributions at end of year2021-06-30$144,936
Participant contributions at beginning of year2021-06-30$285,266
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$351
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$9,091
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$6,455
Other income not declared elsewhere2021-06-30$5,094
Administrative expenses (other) incurred2021-06-30$22,591
Liabilities. Value of operating payables at end of year2021-06-30$146,796
Liabilities. Value of operating payables at beginning of year2021-06-30$226,965
Total non interest bearing cash at end of year2021-06-30$157,526
Total non interest bearing cash at beginning of year2021-06-30$241,851
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$13,598,322
Value of net assets at end of year (total assets less liabilities)2021-06-30$62,401,920
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$48,803,598
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
Investment advisory and management fees2021-06-30$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$55,940,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$43,127,755
Interest on participant loans2021-06-30$108,987
Value of interest in common/collective trusts at end of year2021-06-30$5,361,352
Value of interest in common/collective trusts at beginning of year2021-06-30$4,381,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$13,618,310
Net investment gain or loss from common/collective trusts2021-06-30$86,573
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 contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$4,926,082
Contract administrator fees2021-06-30$53,901
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 name2021-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-06-30410476749
2020 : INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$226,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$138,003
Total income from all sources (including contributions)2020-06-30$5,120,409
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$3,944,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$3,809,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,053,559
Value of total assets at end of year2020-06-30$49,030,563
Value of total assets at beginning of year2020-06-30$47,766,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$135,601
Total interest from all sources2020-06-30$93,743
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,785,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,785,319
Administrative expenses professional fees incurred2020-06-30$19,794
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$2,948,632
Participant contributions at end of year2020-06-30$987,712
Participant contributions at beginning of year2020-06-30$840,831
Participant contributions at end of year2020-06-30$285,266
Participant contributions at beginning of year2020-06-30$184,792
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$104,927
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$6,455
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$11,801
Other income not declared elsewhere2020-06-30$569
Administrative expenses (other) incurred2020-06-30$38,914
Liabilities. Value of operating payables at end of year2020-06-30$226,965
Liabilities. Value of operating payables at beginning of year2020-06-30$138,003
Total non interest bearing cash at end of year2020-06-30$241,851
Total non interest bearing cash at beginning of year2020-06-30$153,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,175,491
Value of net assets at end of year (total assets less liabilities)2020-06-30$48,803,598
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$47,628,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$37,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$43,127,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$42,260,956
Interest on participant loans2020-06-30$93,743
Value of interest in common/collective trusts at end of year2020-06-30$4,381,524
Value of interest in common/collective trusts at beginning of year2020-06-30$4,313,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$187,219
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 contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$3,809,317
Contract administrator fees2020-06-30$39,726
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-06-30410476749
2019 : INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$138,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$5,618
Total income from all sources (including contributions)2019-06-30$5,982,768
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$7,091,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$6,930,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,894,550
Value of total assets at end of year2019-06-30$47,766,110
Value of total assets at beginning of year2019-06-30$48,742,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$160,748
Total interest from all sources2019-06-30$53,454
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$2,074,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$2,074,861
Administrative expenses professional fees incurred2019-06-30$21,309
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$2,796,617
Participant contributions at end of year2019-06-30$840,831
Participant contributions at beginning of year2019-06-30$832,285
Participant contributions at end of year2019-06-30$184,792
Participant contributions at beginning of year2019-06-30$227,901
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$97,933
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$11,801
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$751
Other income not declared elsewhere2019-06-30$530
Administrative expenses (other) incurred2019-06-30$22,678
Liabilities. Value of operating payables at end of year2019-06-30$138,003
Liabilities. Value of operating payables at beginning of year2019-06-30$5,618
Total non interest bearing cash at end of year2019-06-30$153,850
Total non interest bearing cash at beginning of year2019-06-30$106,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-1,108,789
Value of net assets at end of year (total assets less liabilities)2019-06-30$47,628,107
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$48,736,896
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
Investment advisory and management fees2019-06-30$32,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$42,260,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$43,903,341
Interest on participant loans2019-06-30$53,454
Value of interest in common/collective trusts at end of year2019-06-30$4,313,880
Value of interest in common/collective trusts at beginning of year2019-06-30$3,671,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$959,373
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 contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$6,930,809
Contract administrator fees2019-06-30$84,761
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-06-30410476749
2018 : INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$5,618
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$754
Total income from all sources (including contributions)2018-06-30$7,836,595
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$5,149,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$4,993,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,855,510
Value of total assets at end of year2018-06-30$48,742,514
Value of total assets at beginning of year2018-06-30$46,050,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$156,319
Total interest from all sources2018-06-30$37,887
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,730,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$1,730,762
Administrative expenses professional fees incurred2018-06-30$13,375
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
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
Participant contributions at end of year2018-06-30$832,285
Participant contributions at beginning of year2018-06-30$657,720
Participant contributions at end of year2018-06-30$227,901
Participant contributions at beginning of year2018-06-30$62,015
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$54,338
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Other income not declared elsewhere2018-06-30$1,149
Administrative expenses (other) incurred2018-06-30$14,363
Liabilities. Value of operating payables at end of year2018-06-30$5,618
Liabilities. Value of operating payables at beginning of year2018-06-30$754
Total non interest bearing cash at end of year2018-06-30$106,524
Total non interest bearing cash at beginning of year2018-06-30$59,910
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$2,686,696
Value of net assets at end of year (total assets less liabilities)2018-06-30$48,736,896
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$46,050,200
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
Investment advisory and management fees2018-06-30$32,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$43,903,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$41,167,000
Interest on participant loans2018-06-30$37,887
Value of interest in common/collective trusts at end of year2018-06-30$3,671,712
Value of interest in common/collective trusts at beginning of year2018-06-30$4,104,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$3,211,287
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 contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$2,801,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$4,993,580
Contract administrator fees2018-06-30$96,581
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-06-30410476749
2017 : INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$754
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$15,118
Total income from all sources (including contributions)2017-06-30$8,625,425
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$2,958,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$2,825,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,583,183
Value of total assets at end of year2017-06-30$46,050,954
Value of total assets at beginning of year2017-06-30$40,398,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$132,362
Total interest from all sources2017-06-30$31,883
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$1,308,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$1,308,906
Administrative expenses professional fees incurred2017-06-30$11,550
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
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$2,555,263
Participant contributions at end of year2017-06-30$657,720
Participant contributions at beginning of year2017-06-30$672,516
Participant contributions at end of year2017-06-30$62,015
Participant contributions at beginning of year2017-06-30$80,270
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$27,920
Other income not declared elsewhere2017-06-30$3,197
Administrative expenses (other) incurred2017-06-30$2,263
Liabilities. Value of operating payables at end of year2017-06-30$754
Liabilities. Value of operating payables at beginning of year2017-06-30$15,118
Total non interest bearing cash at end of year2017-06-30$59,910
Total non interest bearing cash at beginning of year2017-06-30$140,550
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$5,667,283
Value of net assets at end of year (total assets less liabilities)2017-06-30$46,050,200
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$40,382,917
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
Investment advisory and management fees2017-06-30$39,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$41,167,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$35,323,496
Interest on participant loans2017-06-30$31,883
Value of interest in common/collective trusts at end of year2017-06-30$4,104,309
Value of interest in common/collective trusts at beginning of year2017-06-30$4,181,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$4,641,248
Net investment gain or loss from common/collective trusts2017-06-30$57,008
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 contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$2,825,780
Contract administrator fees2017-06-30$79,049
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-06-30410476749
2016 : INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$15,118
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$2,732,200
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$3,768,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$3,623,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,809,449
Value of total assets at end of year2016-06-30$40,398,035
Value of total assets at beginning of year2016-06-30$41,419,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$145,265
Total interest from all sources2016-06-30$38,815
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$1,360,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$1,360,407
Administrative expenses professional fees incurred2016-06-30$16,781
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$2,436,239
Participant contributions at end of year2016-06-30$672,516
Participant contributions at beginning of year2016-06-30$689,618
Participant contributions at end of year2016-06-30$80,270
Participant contributions at beginning of year2016-06-30$90,814
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$373,210
Other income not declared elsewhere2016-06-30$210
Administrative expenses (other) incurred2016-06-30$20,651
Liabilities. Value of operating payables at end of year2016-06-30$15,118
Liabilities. Value of operating payables at beginning of year2016-06-30$0
Total non interest bearing cash at end of year2016-06-30$140,550
Total non interest bearing cash at beginning of year2016-06-30$59,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,036,323
Value of net assets at end of year (total assets less liabilities)2016-06-30$40,382,917
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$41,419,240
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
Investment advisory and management fees2016-06-30$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$35,323,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$36,496,486
Interest on participant loans2016-06-30$38,815
Value of interest in common/collective trusts at end of year2016-06-30$4,181,203
Value of interest in common/collective trusts at beginning of year2016-06-30$4,083,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,476,681
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 contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$3,623,258
Contract administrator fees2016-06-30$77,833
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-06-30410476749
2015 : INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$4,067,181
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$2,495,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,350,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,368,429
Value of total assets at end of year2015-06-30$41,419,240
Value of total assets at beginning of year2015-06-30$39,847,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$145,217
Total interest from all sources2015-06-30$36,387
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$1,026,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$1,026,153
Administrative expenses professional fees incurred2015-06-30$18,497
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
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$2,313,280
Participant contributions at end of year2015-06-30$689,618
Participant contributions at beginning of year2015-06-30$741,956
Participant contributions at end of year2015-06-30$90,814
Participant contributions at beginning of year2015-06-30$113,008
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$55,149
Other income not declared elsewhere2015-06-30$953
Administrative expenses (other) incurred2015-06-30$21,277
Total non interest bearing cash at end of year2015-06-30$59,151
Total non interest bearing cash at beginning of year2015-06-30$62,753
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$1,571,459
Value of net assets at end of year (total assets less liabilities)2015-06-30$41,419,240
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$39,847,781
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
Investment advisory and management fees2015-06-30$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$36,496,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$35,038,682
Interest on participant loans2015-06-30$36,387
Value of interest in common/collective trusts at end of year2015-06-30$4,083,171
Value of interest in common/collective trusts at beginning of year2015-06-30$3,891,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$607,531
Net investment gain or loss from common/collective trusts2015-06-30$27,728
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 contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,350,505
Contract administrator fees2015-06-30$75,443
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-06-30410476749
2014 : INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
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$8,909,006
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$4,502,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$4,369,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,375,865
Value of total assets at end of year2014-06-30$39,847,781
Value of total assets at beginning of year2014-06-30$35,440,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$132,390
Total interest from all sources2014-06-30$41,338
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$700,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$700,667
Administrative expenses professional fees incurred2014-06-30$14,693
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
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$2,178,025
Participant contributions at end of year2014-06-30$741,956
Participant contributions at beginning of year2014-06-30$785,360
Participant contributions at end of year2014-06-30$113,008
Participant contributions at beginning of year2014-06-30$117,530
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$197,840
Other income not declared elsewhere2014-06-30$2,879
Administrative expenses (other) incurred2014-06-30$3,764
Total non interest bearing cash at end of year2014-06-30$62,753
Total non interest bearing cash at beginning of year2014-06-30$53,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$4,406,841
Value of net assets at end of year (total assets less liabilities)2014-06-30$39,847,781
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$35,440,940
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
Investment advisory and management fees2014-06-30$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$35,038,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$30,358,874
Interest on participant loans2014-06-30$41,338
Value of interest in common/collective trusts at end of year2014-06-30$3,891,382
Value of interest in common/collective trusts at beginning of year2014-06-30$4,125,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$5,730,026
Net investment gain or loss from common/collective trusts2014-06-30$58,231
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 contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$4,369,775
Contract administrator fees2014-06-30$83,933
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-06-30410476749
2013 : INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
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$6,757,517
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$2,424,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,314,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,152,939
Value of total assets at end of year2013-06-30$35,440,940
Value of total assets at beginning of year2013-06-30$31,107,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$109,856
Total interest from all sources2013-06-30$54,322
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$691,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$691,694
Administrative expenses professional fees incurred2013-06-30$19,751
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
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$2,151,615
Participant contributions at end of year2013-06-30$785,360
Participant contributions at beginning of year2013-06-30$788,882
Participant contributions at end of year2013-06-30$117,530
Participant contributions at beginning of year2013-06-30$187,981
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$1,324
Other income not declared elsewhere2013-06-30$382
Administrative expenses (other) incurred2013-06-30$12,995
Total non interest bearing cash at end of year2013-06-30$53,678
Total non interest bearing cash at beginning of year2013-06-30$63,549
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$4,333,299
Value of net assets at end of year (total assets less liabilities)2013-06-30$35,440,940
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$31,107,641
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
Investment advisory and management fees2013-06-30$7,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$30,358,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,602,549
Value of interest in pooled separate accounts at end of year2013-06-30$0
Value of interest in pooled separate accounts at beginning of year2013-06-30$25,394,799
Interest on participant loans2013-06-30$40,012
Interest earned on other investments2013-06-30$14,310
Value of interest in common/collective trusts at end of year2013-06-30$4,125,498
Value of interest in common/collective trusts at beginning of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,069,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$3,302,921
Net investment gain/loss from pooled separate accounts2013-06-30$391,369
Net investment gain or loss from common/collective trusts2013-06-30$163,890
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 contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,314,362
Contract administrator fees2013-06-30$69,610
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-06-30410476749
2012 : INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
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$2,230,351
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$1,958,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,869,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,239,833
Value of total assets at end of year2012-06-30$31,107,641
Value of total assets at beginning of year2012-06-30$30,835,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$88,736
Total interest from all sources2012-06-30$99,383
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$26,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$26,601
Administrative expenses professional fees incurred2012-06-30$15,154
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$2,233,404
Participant contributions at end of year2012-06-30$788,882
Participant contributions at beginning of year2012-06-30$830,178
Participant contributions at end of year2012-06-30$187,981
Participant contributions at beginning of year2012-06-30$218,293
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$6,429
Other income not declared elsewhere2012-06-30$7,393
Administrative expenses (other) incurred2012-06-30$13,191
Total non interest bearing cash at end of year2012-06-30$63,549
Total non interest bearing cash at beginning of year2012-06-30$28,012
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$272,291
Value of net assets at end of year (total assets less liabilities)2012-06-30$31,107,641
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$30,835,350
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
Investment advisory and management fees2012-06-30$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,602,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,585,751
Value of interest in pooled separate accounts at end of year2012-06-30$25,394,799
Value of interest in pooled separate accounts at beginning of year2012-06-30$25,038,957
Interest on participant loans2012-06-30$43,947
Interest earned on other investments2012-06-30$55,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,069,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,134,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-112,982
Net investment gain/loss from pooled separate accounts2012-06-30$-29,877
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 contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,869,324
Contract administrator fees2012-06-30$40,391
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-06-30410476749
2011 : INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$-4,212
Total unrealized appreciation/depreciation of assets2011-06-30$-4,212
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$6,190
Total income from all sources (including contributions)2011-06-30$7,764,544
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,925,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,844,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$2,362,253
Value of total assets at end of year2011-06-30$30,835,350
Value of total assets at beginning of year2011-06-30$25,002,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$81,339
Total interest from all sources2011-06-30$41,706
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
Administrative expenses professional fees incurred2011-06-30$10,994
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$2,326,116
Participant contributions at end of year2011-06-30$830,178
Participant contributions at beginning of year2011-06-30$748,562
Participant contributions at end of year2011-06-30$218,293
Participant contributions at beginning of year2011-06-30$202,477
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$36,137
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$6,418
Other income not declared elsewhere2011-06-30$604
Administrative expenses (other) incurred2011-06-30$10,642
Liabilities. Value of operating payables at end of year2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$6,190
Total non interest bearing cash at end of year2011-06-30$28,012
Total non interest bearing cash at beginning of year2011-06-30$27,372
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$5,839,186
Value of net assets at end of year (total assets less liabilities)2011-06-30$30,835,350
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$24,996,164
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
Investment advisory and management fees2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,585,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,984,530
Value of interest in pooled separate accounts at end of year2011-06-30$25,038,957
Value of interest in pooled separate accounts at beginning of year2011-06-30$19,902,932
Interest on participant loans2011-06-30$41,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,134,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,130,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$642,272
Net investment gain/loss from pooled separate accounts2011-06-30$4,721,921
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
Contributions received in cash from employer2011-06-30$2,326,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,844,019
Contract administrator fees2011-06-30$59,703
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 appraiser2011-06-30No
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)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-06-30410746749

Form 5500 Responses for INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN

2021: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-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 planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-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 planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-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 planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-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 planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-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 planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-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 planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-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 planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-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 planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-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 planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-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 planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-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 planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-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 planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number405008
Policy instance 1
Insurance contract or identification number405008
Number of Individuals Covered0
Insurance policy start date2012-07-01
Insurance policy end date2012-11-14
Total amount of commissions paid to insurance brokerUSD $6,344
Total amount of fees paid to insurance companyUSD $432
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,344
Amount paid for insurance broker fees432
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameJOSEPH H. HERRLE & ASSOCIATES, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-05008
Policy instance 1
Insurance contract or identification number4-05008
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $8,458
Total amount of fees paid to insurance companyUSD $4,894
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-05008
Policy instance 1
Insurance contract or identification number4-05008
Number of Individuals Covered554
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $8,413
Total amount of fees paid to insurance companyUSD $6,137
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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