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THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 401k Plan overview

Plan NameTHE SIERRA TELEPHONE EMPLOYEES PENSION PLAN
Plan identification number 001

THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN Benefits

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

401k Sponsoring company profile

SIERRA TELEPHONE COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SIERRA TELEPHONE COMPANY, INC.
Employer identification number (EIN):941343536
NAIC Classification:517000

Additional information about SIERRA TELEPHONE COMPANY, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1954-11-26
Company Identification Number: C0294491
Legal Registered Office Address: 49150 Road 426

Oakhurst
United States of America (USA)
93644

More information about SIERRA TELEPHONE COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01CYNTHIA A. HUBER CYNTHIA A. HUBER2018-10-13
0012016-01-01CYNTHIA A. HUBER
0012015-01-01CYNTHIA A. HUBER
0012015-01-01CYNTHIA A. HUBER
0012014-01-01CINDY A. HUBER
0012013-01-01CINDY A. HUBER
0012012-01-01CINDY A. HUBER
0012011-01-01CINDY A. HUBER
0012009-02-15CINDY A. HUBER

Plan Statistics for THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN

401k plan membership statisitcs for THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN

Measure Date Value
2019: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01179
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3136,269,952
Acturial value of plan assets2018-12-3136,269,952
Funding target for retired participants and beneficiaries receiving payment2018-12-311,935,105
Number of terminated vested participants2018-12-3160
Fundng target for terminated vested participants2018-12-314,536,031
Active participant vested funding target2018-12-3122,086,637
Number of active participants2018-12-31122
Total funding liabilities for active participants2018-12-3124,018,482
Total participant count2018-12-31227
Total funding target for all participants2018-12-3130,489,618
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-314,166,056
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-314,166,056
Present value of excess contributions2018-12-311,905,714
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,019,295
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-314,793,464
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31200,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01226
Total number of active participants reported on line 7a of the Form 55002018-01-01108
Number of retired or separated participants receiving benefits2018-01-0115
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3140,716,649
Acturial value of plan assets2017-12-3140,716,649
Funding target for retired participants and beneficiaries receiving payment2017-12-318,365,488
Number of terminated vested participants2017-12-3162
Fundng target for terminated vested participants2017-12-314,024,213
Active participant vested funding target2017-12-3120,798,262
Number of active participants2017-12-31139
Total funding liabilities for active participants2017-12-3123,054,908
Total participant count2017-12-31238
Total funding target for all participants2017-12-3135,444,609
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-313,888,060
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-313,888,060
Present value of excess contributions2017-12-312,426,499
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,576,214
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-314,166,056
Total employer contributions2017-12-312,647,234
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-312,492,101
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,692,371
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31586,387
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31586,387
Contributions allocatedtoward minimum required contributions for current year2017-12-312,492,101
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01238
Total number of active participants reported on line 7a of the Form 55002017-01-01122
Number of retired or separated participants receiving benefits2017-01-0145
Number of other retired or separated participants entitled to future benefits2017-01-0159
Total of all active and inactive participants2017-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3138,720,725
Acturial value of plan assets2016-12-3138,720,725
Funding target for retired participants and beneficiaries receiving payment2016-12-316,200,754
Number of terminated vested participants2016-12-3198
Fundng target for terminated vested participants2016-12-316,237,485
Active participant vested funding target2016-12-3119,114,162
Number of active participants2016-12-31155
Total funding liabilities for active participants2016-12-3121,147,042
Total participant count2016-12-31278
Total funding target for all participants2016-12-3133,585,281
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-313,851,471
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-313,851,471
Present value of excess contributions2016-12-312,802,544
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-312,980,786
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-313,888,060
Total employer contributions2016-12-313,250,386
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-313,027,463
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,848,348
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31600,964
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31600,964
Contributions allocatedtoward minimum required contributions for current year2016-12-313,027,463
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01278
Total number of active participants reported on line 7a of the Form 55002016-01-01139
Number of retired or separated participants receiving benefits2016-01-0137
Number of other retired or separated participants entitled to future benefits2016-01-0162
Total of all active and inactive participants2016-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01282
Total number of active participants reported on line 7a of the Form 55002015-01-01155
Number of retired or separated participants receiving benefits2015-01-0125
Number of other retired or separated participants entitled to future benefits2015-01-0198
Total of all active and inactive participants2015-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01289
Total number of active participants reported on line 7a of the Form 55002014-01-01170
Number of retired or separated participants receiving benefits2014-01-0124
Number of other retired or separated participants entitled to future benefits2014-01-0188
Total of all active and inactive participants2014-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01293
Total number of active participants reported on line 7a of the Form 55002013-01-01200
Number of retired or separated participants receiving benefits2013-01-0118
Number of other retired or separated participants entitled to future benefits2013-01-0171
Total of all active and inactive participants2013-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01287
Total number of active participants reported on line 7a of the Form 55002012-01-01212
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-0176
Total of all active and inactive participants2012-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01302
Total number of active participants reported on line 7a of the Form 55002011-01-01227
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-15321
Total number of active participants reported on line 7a of the Form 55002009-02-15254
Number of retired or separated participants receiving benefits2009-02-150
Number of other retired or separated participants entitled to future benefits2009-02-1555
Total of all active and inactive participants2009-02-15309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-151
Total participants2009-02-15310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-152

Financial Data on THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN

Measure Date Value
2019 : THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,964
Total income from all sources (including contributions)2019-12-31$7,130,450
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$38,826,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,573,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,643,665
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$31,709,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,253,140
Total interest from all sources2019-12-31$6,737
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$-1,151,934
Administrative expenses (other) incurred2019-12-31$15,036,847
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$13,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-31,695,863
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,695,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,589,162
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$24,035,504
Interest earned on other investments2019-12-31$6,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,085,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$398,416
Net investment gain/loss from pooled separate accounts2019-12-31$1,233,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,643,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,573,173
Contract administrator fees2019-12-31$216,293
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$-60,780
Total unrealized appreciation/depreciation of assets2018-12-31$-60,780
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,964
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,550
Total income from all sources (including contributions)2018-12-31$-532,968
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,013,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,910,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$31,709,827
Value of total assets at beginning of year2018-12-31$36,254,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$102,699
Total interest from all sources2018-12-31$179,644
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$90,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$90,824
Assets. Real estate other than employer real property at beginning of year2018-12-31$168,040
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,320,568
Other income not declared elsewhere2018-12-31$29,404
Administrative expenses (other) incurred2018-12-31$102,699
Liabilities. Value of operating payables at end of year2018-12-31$13,964
Liabilities. Value of operating payables at beginning of year2018-12-31$12,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,546,247
Value of net assets at end of year (total assets less liabilities)2018-12-31$31,695,863
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$36,242,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,589,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,025,173
Value of interest in pooled separate accounts at end of year2018-12-31$24,035,504
Value of interest in pooled separate accounts at beginning of year2018-12-31$21,765,487
Interest earned on other investments2018-12-31$179,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,085,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,222,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-540,016
Net investment gain/loss from pooled separate accounts2018-12-31$-232,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at beginning of year2018-12-31$1,753,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,910,580
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$7,661
Total unrealized appreciation/depreciation of assets2017-12-31$7,661
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,547
Total income from all sources (including contributions)2017-12-31$7,976,957
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,469,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,380,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,647,234
Value of total assets at end of year2017-12-31$36,254,660
Value of total assets at beginning of year2017-12-31$40,744,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$88,897
Total interest from all sources2017-12-31$748,255
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$133,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$133,141
Assets. Real estate other than employer real property at end of year2017-12-31$168,040
Assets. Real estate other than employer real property at beginning of year2017-12-31$160,379
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,320,568
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,415,285
Administrative expenses (other) incurred2017-12-31$88,897
Liabilities. Value of operating payables at end of year2017-12-31$12,550
Liabilities. Value of operating payables at beginning of year2017-12-31$10,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-4,492,238
Value of net assets at end of year (total assets less liabilities)2017-12-31$36,242,110
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$40,734,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,025,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,189,918
Value of interest in pooled separate accounts at end of year2017-12-31$21,765,487
Value of interest in pooled separate accounts at beginning of year2017-12-31$23,908,224
Interest earned on other investments2017-12-31$748,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,222,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,552,045
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$10,015,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,285,271
Net investment gain/loss from pooled separate accounts2017-12-31$3,155,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,647,234
Employer contributions (assets) at end of year2017-12-31$1,753,383
Employer contributions (assets) at beginning of year2017-12-31$2,519,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,364,319
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$-38,589
Total unrealized appreciation/depreciation of assets2016-12-31$-38,589
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,579
Total income from all sources (including contributions)2016-12-31$5,954,272
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,950,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,843,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,250,386
Value of total assets at end of year2016-12-31$40,744,895
Value of total assets at beginning of year2016-12-31$38,745,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$107,104
Total interest from all sources2016-12-31$62,485
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$291,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$291,237
Assets. Real estate other than employer real property at end of year2016-12-31$160,379
Assets. Real estate other than employer real property at beginning of year2016-12-31$204,304
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,415,285
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,647,308
Administrative expenses (other) incurred2016-12-31$107,104
Liabilities. Value of operating payables at end of year2016-12-31$10,547
Liabilities. Value of operating payables at beginning of year2016-12-31$15,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,004,094
Value of net assets at end of year (total assets less liabilities)2016-12-31$40,734,348
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,730,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,189,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,562,708
Value of interest in pooled separate accounts at end of year2016-12-31$23,908,224
Value of interest in pooled separate accounts at beginning of year2016-12-31$25,605,542
Interest earned on other investments2016-12-31$62,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,552,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,489,560
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$81,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-86,469
Net investment gain/loss from pooled separate accounts2016-12-31$2,475,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,250,386
Employer contributions (assets) at end of year2016-12-31$2,519,044
Employer contributions (assets) at beginning of year2016-12-31$2,236,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,761,806
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$-39,218
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$86,506
Total unrealized appreciation/depreciation of assets2015-12-31$47,288
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,324
Total income from all sources (including contributions)2015-12-31$3,296,320
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,005,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$903,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,010,138
Value of total assets at end of year2015-12-31$38,745,833
Value of total assets at beginning of year2015-12-31$36,450,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$102,442
Total interest from all sources2015-12-31$59,550
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$323,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$323,203
Assets. Real estate other than employer real property at end of year2015-12-31$204,304
Assets. Real estate other than employer real property at beginning of year2015-12-31$511,442
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,647,308
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,594,464
Administrative expenses (other) incurred2015-12-31$102,442
Liabilities. Value of operating payables at end of year2015-12-31$15,579
Liabilities. Value of operating payables at beginning of year2015-12-31$10,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,290,410
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,730,254
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,439,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,562,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,280,236
Value of interest in pooled separate accounts at end of year2015-12-31$25,605,542
Value of interest in pooled separate accounts at beginning of year2015-12-31$25,326,594
Interest earned on other investments2015-12-31$59,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,489,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,430,010
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$90,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-322,555
Net investment gain/loss from pooled separate accounts2015-12-31$178,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,010,138
Employer contributions (assets) at end of year2015-12-31$2,236,411
Employer contributions (assets) at beginning of year2015-12-31$2,307,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$812,517
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$19,330
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$146,857
Total unrealized appreciation/depreciation of assets2014-12-31$166,187
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,619
Total income from all sources (including contributions)2014-12-31$5,267,968
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,575,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,486,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,067,390
Value of total assets at end of year2014-12-31$36,450,168
Value of total assets at beginning of year2014-12-31$32,766,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$88,974
Total interest from all sources2014-12-31$56,885
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$256,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$256,386
Assets. Real estate other than employer real property at end of year2014-12-31$511,442
Assets. Real estate other than employer real property at beginning of year2014-12-31$492,112
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,594,464
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,594,373
Other income not declared elsewhere2014-12-31$32,204
Administrative expenses (other) incurred2014-12-31$88,974
Liabilities. Value of operating payables at end of year2014-12-31$10,324
Liabilities. Value of operating payables at beginning of year2014-12-31$19,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,692,645
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,439,844
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,747,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,280,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,411,046
Value of interest in pooled separate accounts at end of year2014-12-31$25,326,594
Value of interest in pooled separate accounts at beginning of year2014-12-31$23,834,756
Interest earned on other investments2014-12-31$56,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,430,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,373,125
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$155,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$32,931
Net investment gain/loss from pooled separate accounts2014-12-31$1,655,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,067,390
Employer contributions (assets) at end of year2014-12-31$2,307,422
Employer contributions (assets) at beginning of year2014-12-31$2,061,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,330,893
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$-12,237
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$229,578
Total unrealized appreciation/depreciation of assets2013-12-31$217,341
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$19,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,734,325
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,114,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,038,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,685,816
Value of total assets at end of year2013-12-31$32,766,818
Value of total assets at beginning of year2013-12-31$26,127,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$75,839
Total interest from all sources2013-12-31$55,447
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$128,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$128,854
Assets. Real estate other than employer real property at end of year2013-12-31$492,112
Assets. Real estate other than employer real property at beginning of year2013-12-31$504,349
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,594,373
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,714,587
Other income not declared elsewhere2013-12-31$42,944
Administrative expenses (other) incurred2013-12-31$75,839
Liabilities. Value of operating payables at end of year2013-12-31$19,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,619,603
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,747,199
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,127,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,411,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,332
Value of interest in pooled separate accounts at end of year2013-12-31$23,834,756
Value of interest in pooled separate accounts at beginning of year2013-12-31$21,099,369
Interest earned on other investments2013-12-31$55,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,373,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,317,678
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$170,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$109,415
Net investment gain/loss from pooled separate accounts2013-12-31$3,494,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,685,816
Employer contributions (assets) at end of year2013-12-31$2,061,406
Employer contributions (assets) at beginning of year2013-12-31$472,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$868,437
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$8,843
Total unrealized appreciation/depreciation of assets2012-12-31$8,843
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,283,323
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$227,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$220,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,889,124
Value of total assets at end of year2012-12-31$26,127,596
Value of total assets at beginning of year2012-12-31$22,071,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,066
Total interest from all sources2012-12-31$149,728
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$255,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$255,865
Assets. Real estate other than employer real property at end of year2012-12-31$504,349
Assets. Real estate other than employer real property at beginning of year2012-12-31$820,029
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,714,587
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,722,985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$7,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,055,809
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,127,596
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,071,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$19,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,044,529
Value of interest in pooled separate accounts at end of year2012-12-31$21,099,369
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,074,106
Interest earned on other investments2012-12-31$140,144
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$954,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$954,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$9,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,317,678
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$112,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,791,726
Net investment gain/loss from pooled separate accounts2012-12-31$188,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,889,124
Employer contributions (assets) at end of year2012-12-31$472,281
Employer contributions (assets) at beginning of year2012-12-31$455,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$108,190
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,732,178
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,521,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,518,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,198,629
Value of total assets at end of year2011-12-31$22,071,787
Value of total assets at beginning of year2011-12-31$23,861,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,750
Total interest from all sources2011-12-31$28,163
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$348,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$348,295
Assets. Real estate other than employer real property at end of year2011-12-31$820,029
Assets. Real estate other than employer real property at beginning of year2011-12-31$836,258
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,722,985
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,855,312
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$8,870
Other income not declared elsewhere2011-12-31$154,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,789,328
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,071,787
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,861,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$2,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$16,044,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,802,997
Value of interest in pooled separate accounts at end of year2011-12-31$2,074,106
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,547,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$954,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$810,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$810,273
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$28,163
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,141,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-97,386
Net investment gain/loss from pooled separate accounts2011-12-31$100,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,198,629
Employer contributions (assets) at end of year2011-12-31$455,483
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,376,890
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-70,791
Total unrealized appreciation/depreciation of assets2010-12-31$-70,791
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,900,567
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,523,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,520,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,510,324
Value of total assets at end of year2010-12-31$23,861,115
Value of total assets at beginning of year2010-12-31$22,484,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,466
Total interest from all sources2010-12-31$34,412
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$836,258
Assets. Real estate other than employer real property at beginning of year2010-12-31$644,072
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,855,312
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,857,932
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$8,870
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$16,870
Other income not declared elsewhere2010-12-31$142,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,376,719
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,861,115
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,484,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$3,466
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,802,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,553,565
Value of interest in pooled separate accounts at end of year2010-12-31$4,547,405
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,935,525
Interest earned on other investments2010-12-31$33,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$810,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,476,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,476,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$484
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$757,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,775,627
Net investment gain/loss from pooled separate accounts2010-12-31$508,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,510,324
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,762,951
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HARB, LEVY & WEILAND LLP
Accountancy firm EIN2010-12-31942173794
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-02-14$0

Form 5500 Responses for THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN

2019: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE SIERRA TELEPHONE EMPLOYEES PENSION PLAN 2009 form 5500 responses
2009-02-15Type of plan entitySingle employer plan
2009-02-15Submission has been amendedNo
2009-02-15This submission is the final filingNo
2009-02-15This return/report is a short plan year return/report (less than 12 months)No
2009-02-15Plan is a collectively bargained planNo
2009-02-15Plan funding arrangement – InsuranceYes
2009-02-15Plan funding arrangement – TrustYes
2009-02-15Plan benefit arrangement – InsuranceYes
2009-02-15Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17413
Policy instance 1
Insurance contract or identification numberIN-17413
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $28,412
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,412
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17413
Policy instance 1
Insurance contract or identification numberIN-17413
Number of Individuals Covered179
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24,191
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees24191
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17413
Policy instance 1
Insurance contract or identification numberIN-17413
Number of Individuals Covered226
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $28,891
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
Amount paid for insurance broker fees28891
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameJOHN R MENSENDIEK
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17413
Policy instance 1
Insurance contract or identification numberIN-17413
Number of Individuals Covered278
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17413
Policy instance 1
Insurance contract or identification numberIN-17413
Number of Individuals Covered282
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17413
Policy instance 1
Insurance contract or identification numberIN-17413
Number of Individuals Covered289
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-17413
Policy instance 1
Insurance contract or identification numberIN-17413
Number of Individuals Covered293
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberD786230000
Policy instance 2
Insurance contract or identification numberD786230000
Number of Individuals Covered233
Insurance policy start date2011-02-15
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $15,722
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $361,158
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 number711725
Policy instance 3
Insurance contract or identification number711725
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number427217
Policy instance 4
Insurance contract or identification number427217
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-04-15
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
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberU000001006
Policy instance 1
Insurance contract or identification numberU000001006
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $341
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $11,381
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 number4-27217
Policy instance 3
Insurance contract or identification number4-27217
Number of Individuals Covered300
Insurance policy start date2010-02-15
Insurance policy end date2010-12-31
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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberD786230000
Policy instance 2
Insurance contract or identification numberD786230000
Number of Individuals Covered240
Insurance policy start date2010-02-15
Insurance policy end date2011-02-14
Total amount of commissions paid to insurance brokerUSD $9,558
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $185,005
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberU000001006
Policy instance 1
Insurance contract or identification numberU000001006
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $341
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $11,272
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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