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INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 401k Plan overview

Plan NameINTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND
Plan identification number 001

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND Benefits

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

401k Sponsoring company profile

BD OF TRUSTEES I.U.O.E. LOCAL 877 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:BD OF TRUSTEES I.U.O.E. LOCAL 877 ANNUITY FUND
Employer identification number (EIN):043228497
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL CANNISTRARO2024-10-15
0012022-01-01MELISSA WARNER2023-10-11
0012021-01-01MELISSA WARNER2022-10-13
0012020-01-01MELISSA WARNER2021-10-13
0012019-01-01MELISSA THOMAS2020-09-21
0012018-01-01MELISSA THOMAS2019-09-27
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ALLEN MCWADE
0012011-01-01ALLEN MCWADE
0012009-01-01ALLEN MCWADE

Plan Statistics for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND

401k plan membership statisitcs for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND

Measure Date Value
2023: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2023 401k membership
Total participants, beginning-of-year2023-01-01717
Total number of active participants reported on line 7a of the Form 55002023-01-01450
Number of other retired or separated participants entitled to future benefits2023-01-0140
Total of all active and inactive participants2023-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-014
Total participants2023-01-01494
Number of participants with account balances2023-01-01476
Number of employers contributing to the scheme2023-01-0110
2022: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01687
Total number of active participants reported on line 7a of the Form 55002022-01-01671
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01717
Number of participants with account balances2022-01-01462
Number of employers contributing to the scheme2022-01-0110
2021: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01464
Total number of active participants reported on line 7a of the Form 55002021-01-01650
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01687
Number of participants with account balances2021-01-01436
Number of employers contributing to the scheme2021-01-019
2020: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01454
Total number of active participants reported on line 7a of the Form 55002020-01-01425
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01464
Number of participants with account balances2020-01-01428
Number of employers contributing to the scheme2020-01-0117
2019: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01406
Total number of active participants reported on line 7a of the Form 55002019-01-01419
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01454
Number of participants with account balances2019-01-01423
Number of employers contributing to the scheme2019-01-0116
2018: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01383
Total number of active participants reported on line 7a of the Form 55002018-01-01379
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01406
Number of participants with account balances2018-01-01377
Number of employers contributing to the scheme2018-01-0114
2017: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01374
Total number of active participants reported on line 7a of the Form 55002017-01-01353
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01383
Number of participants with account balances2017-01-01357
Number of employers contributing to the scheme2017-01-0115
2016: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01346
Total number of active participants reported on line 7a of the Form 55002016-01-01354
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01374
Number of participants with account balances2016-01-01339
Number of employers contributing to the scheme2016-01-0120
2015: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01310
Total number of active participants reported on line 7a of the Form 55002015-01-01326
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01346
Number of participants with account balances2015-01-01306
Number of employers contributing to the scheme2015-01-0120
2014: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01310
Total number of active participants reported on line 7a of the Form 55002014-01-01286
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01310
Number of employers contributing to the scheme2014-01-0117
2013: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01319
Total number of active participants reported on line 7a of the Form 55002013-01-01292
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01310
Number of participants with account balances2013-01-01282
Number of employers contributing to the scheme2013-01-0115
2012: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01310
Total number of active participants reported on line 7a of the Form 55002012-01-01302
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01319
Number of participants with account balances2012-01-01285
Number of employers contributing to the scheme2012-01-0115
2011: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01274
Total number of active participants reported on line 7a of the Form 55002011-01-01294
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01307
Number of participants with account balances2011-01-01275
Number of employers contributing to the scheme2011-01-0117
2009: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01274
Total number of active participants reported on line 7a of the Form 55002009-01-01271
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01294
Number of participants with account balances2009-01-01254
Number of employers contributing to the scheme2009-01-0115

Financial Data on INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND

Measure Date Value
2023 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$1,882
Total unrealized appreciation/depreciation of assets2023-12-31$1,882
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$309,384
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$247,863
Total income from all sources (including contributions)2023-12-31$5,800,626
Total of all expenses incurred2023-12-31$3,304,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,159,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,855,614
Value of total assets at end of year2023-12-31$26,614,757
Value of total assets at beginning of year2023-12-31$24,056,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$144,899
Total interest from all sources2023-12-31$2,356
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$82,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$82,837
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$640,453
Participant contributions at end of year2023-12-31$24,839
Participant contributions at beginning of year2023-12-31$14,298
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$228,270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$53,474
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$295,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$234,016
Other income not declared elsewhere2023-12-31$68,493
Administrative expenses (other) incurred2023-12-31$7,769
Liabilities. Value of operating payables at end of year2023-12-31$14,221
Liabilities. Value of operating payables at beginning of year2023-12-31$13,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,496,314
Value of net assets at end of year (total assets less liabilities)2023-12-31$26,305,373
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$23,809,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$82,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,958,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,374,219
Value of interest in pooled separate accounts at end of year2023-12-31$18,076,366
Value of interest in pooled separate accounts at beginning of year2023-12-31$15,624,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$44,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$450,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$450,313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$2,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$158,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$429,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,254,654
Net investment gain/loss from pooled separate accounts2023-12-31$2,534,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,215,161
Employer contributions (assets) at end of year2023-12-31$123,787
Employer contributions (assets) at beginning of year2023-12-31$110,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,159,413
Contract administrator fees2023-12-31$27,910
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2023-12-31043508036
2022 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$3,747
Total unrealized appreciation/depreciation of assets2022-12-31$3,747
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$247,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$92,951
Total income from all sources (including contributions)2022-12-31$-2,483,486
Total of all expenses incurred2022-12-31$2,367,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,219,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,128,369
Value of total assets at end of year2022-12-31$24,056,922
Value of total assets at beginning of year2022-12-31$28,753,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$148,593
Total interest from all sources2022-12-31$4,213
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$83,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$83,997
Administrative expenses professional fees incurred2022-12-31$27,804
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$559,508
Participant contributions at end of year2022-12-31$14,298
Participant contributions at beginning of year2022-12-31$31,168
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$236,682
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$53,474
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$21,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$234,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$62,842
Other income not declared elsewhere2022-12-31$46,200
Administrative expenses (other) incurred2022-12-31$10,557
Liabilities. Value of operating payables at end of year2022-12-31$13,847
Liabilities. Value of operating payables at beginning of year2022-12-31$30,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,851,230
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,809,059
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,660,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$82,392
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,374,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,560,648
Value of interest in pooled separate accounts at end of year2022-12-31$15,624,727
Value of interest in pooled separate accounts at beginning of year2022-12-31$18,553,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$450,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$112,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$112,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$4,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$429,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$281,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,665,211
Net investment gain/loss from pooled separate accounts2022-12-31$-3,084,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,332,179
Employer contributions (assets) at end of year2022-12-31$110,623
Employer contributions (assets) at beginning of year2022-12-31$192,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,219,151
Contract administrator fees2022-12-31$27,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MANZI & ASSOCIATES, L.L.C.
Accountancy firm EIN2022-12-31043508036
2021 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,102
Total unrealized appreciation/depreciation of assets2021-12-31$2,102
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$92,951
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$73,188
Total income from all sources (including contributions)2021-12-31$5,468,563
Total of all expenses incurred2021-12-31$1,918,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,809,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,934,358
Value of total assets at end of year2021-12-31$28,753,240
Value of total assets at beginning of year2021-12-31$25,183,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$108,835
Total interest from all sources2021-12-31$2,197
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$81,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$81,105
Administrative expenses professional fees incurred2021-12-31$36,758
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$552,119
Participant contributions at end of year2021-12-31$31,168
Participant contributions at beginning of year2021-12-31$12,194
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$21,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$62,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$61,257
Other income not declared elsewhere2021-12-31$42,950
Administrative expenses (other) incurred2021-12-31$30,769
Liabilities. Value of operating payables at end of year2021-12-31$30,109
Liabilities. Value of operating payables at beginning of year2021-12-31$11,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,549,878
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,660,289
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,110,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$41,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,560,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,235,811
Value of interest in pooled separate accounts at end of year2021-12-31$18,553,841
Value of interest in pooled separate accounts at beginning of year2021-12-31$15,580,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$112,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$21,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$21,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$281,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$199,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$986,933
Net investment gain/loss from pooled separate accounts2021-12-31$2,418,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,382,239
Employer contributions (assets) at end of year2021-12-31$192,538
Employer contributions (assets) at beginning of year2021-12-31$133,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,809,850
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MANZI & ASSOCIATES, L.L.C.
Accountancy firm EIN2021-12-31043508036
2020 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,045
Total unrealized appreciation/depreciation of assets2020-12-31$2,045
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$73,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$51,162
Total income from all sources (including contributions)2020-12-31$4,874,351
Total of all expenses incurred2020-12-31$2,521,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,419,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,909,345
Value of total assets at end of year2020-12-31$25,183,599
Value of total assets at beginning of year2020-12-31$22,808,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$101,438
Total interest from all sources2020-12-31$3,537
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$85,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$85,626
Administrative expenses professional fees incurred2020-12-31$22,861
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$437,264
Participant contributions at end of year2020-12-31$12,194
Participant contributions at beginning of year2020-12-31$1,207
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$64,465
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$752
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$61,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$40,662
Other income not declared elsewhere2020-12-31$42,675
Administrative expenses (other) incurred2020-12-31$27,582
Liabilities. Value of operating payables at end of year2020-12-31$11,931
Liabilities. Value of operating payables at beginning of year2020-12-31$10,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,353,342
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,110,411
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,757,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$50,995
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,235,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,064,318
Value of interest in pooled separate accounts at end of year2020-12-31$15,580,582
Value of interest in pooled separate accounts at beginning of year2020-12-31$14,301,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$21,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$27,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$27,242
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$199,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$271,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,108,668
Net investment gain/loss from pooled separate accounts2020-12-31$1,722,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,407,616
Employer contributions (assets) at end of year2020-12-31$133,380
Employer contributions (assets) at beginning of year2020-12-31$141,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,419,571
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MANZI & ASSOCIATES, L.L.C.
Accountancy firm EIN2020-12-31043508036
2019 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,476
Total unrealized appreciation/depreciation of assets2019-12-31$7,476
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$51,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$48,713
Total income from all sources (including contributions)2019-12-31$6,150,982
Total of all expenses incurred2019-12-31$668,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$585,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,889,370
Value of total assets at end of year2019-12-31$22,808,231
Value of total assets at beginning of year2019-12-31$17,323,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,054
Total interest from all sources2019-12-31$4,798
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$91,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$91,175
Administrative expenses professional fees incurred2019-12-31$10,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$375,213
Participant contributions at end of year2019-12-31$1,207
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$120,142
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$40,662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$36,711
Other income not declared elsewhere2019-12-31$39,025
Administrative expenses (other) incurred2019-12-31$25,789
Liabilities. Value of operating payables at end of year2019-12-31$10,500
Liabilities. Value of operating payables at beginning of year2019-12-31$12,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,482,491
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,757,069
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,274,578
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
Investment advisory and management fees2019-12-31$46,765
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,064,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,048,151
Value of interest in pooled separate accounts at end of year2019-12-31$14,301,499
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,861,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$27,242
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$21,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$21,194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$271,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$273,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,501,627
Net investment gain/loss from pooled separate accounts2019-12-31$2,617,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,394,015
Employer contributions (assets) at end of year2019-12-31$141,655
Employer contributions (assets) at beginning of year2019-12-31$118,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$585,437
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MANZI & ASSOCIATES, L.L.C.
Accountancy firm EIN2019-12-31043508036
2018 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$471
Total unrealized appreciation/depreciation of assets2018-12-31$471
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$48,713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$42,694
Total income from all sources (including contributions)2018-12-31$507,071
Total of all expenses incurred2018-12-31$1,075,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$981,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,680,566
Value of total assets at end of year2018-12-31$17,323,291
Value of total assets at beginning of year2018-12-31$17,886,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$94,427
Total interest from all sources2018-12-31$2,761
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$76,030
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$76,030
Administrative expenses professional fees incurred2018-12-31$21,725
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$190,491
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$207,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$36,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$29,074
Other income not declared elsewhere2018-12-31$36,000
Administrative expenses (other) incurred2018-12-31$24,142
Liabilities. Value of operating payables at end of year2018-12-31$12,002
Liabilities. Value of operating payables at beginning of year2018-12-31$13,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-568,873
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,274,578
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,843,451
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
Investment advisory and management fees2018-12-31$48,560
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,048,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,137,990
Value of interest in pooled separate accounts at end of year2018-12-31$10,861,701
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,375,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$21,194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,541
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$273,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$247,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-286,987
Net investment gain/loss from pooled separate accounts2018-12-31$-1,001,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,282,282
Employer contributions (assets) at end of year2018-12-31$118,600
Employer contributions (assets) at beginning of year2018-12-31$118,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$981,517
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MANZI & ASSOCIATES L.L.C
Accountancy firm EIN2018-12-31043508036
2017 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-6,118
Total unrealized appreciation/depreciation of assets2017-12-31$-6,118
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$42,694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$32,351
Total income from all sources (including contributions)2017-12-31$4,191,386
Total of all expenses incurred2017-12-31$1,607,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,520,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,415,577
Value of total assets at end of year2017-12-31$17,886,145
Value of total assets at beginning of year2017-12-31$15,291,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$86,726
Total interest from all sources2017-12-31$1,962
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$76,865
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$76,865
Administrative expenses professional fees incurred2017-12-31$16,745
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$130,155
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$16,331
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$29,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$20,076
Other income not declared elsewhere2017-12-31$34,350
Administrative expenses (other) incurred2017-12-31$22,664
Liabilities. Value of operating payables at end of year2017-12-31$13,620
Liabilities. Value of operating payables at beginning of year2017-12-31$12,275
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$2,584,218
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,843,451
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,259,233
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
Investment advisory and management fees2017-12-31$47,317
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,137,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,540,823
Value of interest in pooled separate accounts at end of year2017-12-31$11,375,661
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,427,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$247,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$173,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$897,337
Net investment gain/loss from pooled separate accounts2017-12-31$1,771,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,269,091
Employer contributions (assets) at end of year2017-12-31$118,861
Employer contributions (assets) at beginning of year2017-12-31$145,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,520,442
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MANZI & ASSOCIATES L.L.C
Accountancy firm EIN2017-12-31043508036
2016 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-851
Total unrealized appreciation/depreciation of assets2016-12-31$-851
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$32,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$49,948
Total income from all sources (including contributions)2016-12-31$2,420,417
Total of all expenses incurred2016-12-31$914,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$814,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,500,631
Value of total assets at end of year2016-12-31$15,291,584
Value of total assets at beginning of year2016-12-31$13,803,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$99,858
Total interest from all sources2016-12-31$1,635
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$71,236
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$71,236
Administrative expenses professional fees incurred2016-12-31$17,067
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$145,237
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$20,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$29,484
Other income not declared elsewhere2016-12-31$31,100
Administrative expenses (other) incurred2016-12-31$25,818
Liabilities. Value of operating payables at end of year2016-12-31$12,275
Liabilities. Value of operating payables at beginning of year2016-12-31$20,464
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$1,506,009
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,259,233
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,753,224
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
Investment advisory and management fees2016-12-31$56,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,540,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,589,552
Value of interest in pooled separate accounts at end of year2016-12-31$9,427,678
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,900,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$35,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$35,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$173,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$164,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$140,343
Net investment gain/loss from pooled separate accounts2016-12-31$676,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,344,160
Employer contributions (assets) at end of year2016-12-31$145,143
Employer contributions (assets) at beginning of year2016-12-31$113,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$814,550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31MANZI & ASSOCIATES L.L.C
Accountancy firm EIN2016-12-31043508036
2015 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$49,948
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$32,197
Total income from all sources (including contributions)2015-12-31$1,683,224
Total of all expenses incurred2015-12-31$1,831,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,789,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,505,657
Value of total assets at end of year2015-12-31$13,803,172
Value of total assets at beginning of year2015-12-31$13,933,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$42,033
Total interest from all sources2015-12-31$1,320
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$87,202
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$87,202
Administrative expenses professional fees incurred2015-12-31$15,897
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$163,895
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$83,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$29,484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$20,640
Administrative expenses (other) incurred2015-12-31$23,244
Liabilities. Value of operating payables at end of year2015-12-31$20,464
Liabilities. Value of operating payables at beginning of year2015-12-31$11,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-147,905
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,753,224
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,901,129
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
Investment advisory and management fees2015-12-31$2,892
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,589,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,300,241
Value of interest in pooled separate accounts at end of year2015-12-31$7,900,100
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,355,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$35,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$31,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$31,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$164,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$155,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$94,551
Net investment gain/loss from pooled separate accounts2015-12-31$-5,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,258,008
Employer contributions (assets) at end of year2015-12-31$113,087
Employer contributions (assets) at beginning of year2015-12-31$89,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,789,096
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2015-12-31043508036
2014 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-355
Total unrealized appreciation/depreciation of assets2014-12-31$-355
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$32,197
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$53,069
Total income from all sources (including contributions)2014-12-31$2,505,774
Total of all expenses incurred2014-12-31$1,243,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,131,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,301,847
Value of total assets at end of year2014-12-31$13,933,326
Value of total assets at beginning of year2014-12-31$12,692,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$112,359
Total interest from all sources2014-12-31$1,567
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$87,718
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$87,718
Administrative expenses professional fees incurred2014-12-31$21,465
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$194,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$20,640
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$35,169
Other income not declared elsewhere2014-12-31$101,817
Administrative expenses (other) incurred2014-12-31$24,783
Liabilities. Value of operating payables at end of year2014-12-31$11,557
Liabilities. Value of operating payables at beginning of year2014-12-31$17,900
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$1,261,914
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,901,129
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,639,215
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
Investment advisory and management fees2014-12-31$66,111
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,300,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,436,923
Value of interest in pooled separate accounts at end of year2014-12-31$7,355,987
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,878,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$31,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$130,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$130,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$155,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$152,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$639,546
Net investment gain/loss from pooled separate accounts2014-12-31$373,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,106,977
Employer contributions (assets) at end of year2014-12-31$89,689
Employer contributions (assets) at beginning of year2014-12-31$93,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,131,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31O'BRIEN, RILEY & RYAN PC
Accountancy firm EIN2014-12-31043176941
2013 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-1,810
Total unrealized appreciation/depreciation of assets2013-12-31$-1,810
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$53,069
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$32,261
Total income from all sources (including contributions)2013-12-31$3,375,432
Total of all expenses incurred2013-12-31$1,375,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,230,382
Expenses. Certain deemed distributions of participant loans2013-12-31$8,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,295,637
Value of total assets at end of year2013-12-31$12,692,284
Value of total assets at beginning of year2013-12-31$10,671,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$136,862
Total interest from all sources2013-12-31$362
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$86,053
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$86,053
Administrative expenses professional fees incurred2013-12-31$12,618
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$184,044
Participant contributions at beginning of year2013-12-31$10,267
Participant contributions at beginning of year2013-12-31$200
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,481
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$35,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$14,706
Administrative expenses (other) incurred2013-12-31$36,956
Liabilities. Value of operating payables at end of year2013-12-31$17,900
Liabilities. Value of operating payables at beginning of year2013-12-31$17,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,999,555
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,639,215
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,639,660
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
Investment advisory and management fees2013-12-31$87,288
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,436,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,960,401
Value of interest in pooled separate accounts at end of year2013-12-31$6,878,383
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,352,445
Interest on participant loans2013-12-31$198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$130,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$90,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$90,804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$152,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$140,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$787,101
Net investment gain/loss from pooled separate accounts2013-12-31$1,208,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,105,112
Employer contributions (assets) at end of year2013-12-31$93,551
Employer contributions (assets) at beginning of year2013-12-31$117,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,230,382
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31O'BRIEN, RILEY & RYAN PC
Accountancy firm EIN2013-12-31043176941
2012 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-276
Total unrealized appreciation/depreciation of assets2012-12-31$-276
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$32,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$75,285
Total income from all sources (including contributions)2012-12-31$2,449,214
Total of all expenses incurred2012-12-31$1,051,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$927,868
Expenses. Certain deemed distributions of participant loans2012-12-31$1,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,361,944
Value of total assets at end of year2012-12-31$10,671,921
Value of total assets at beginning of year2012-12-31$9,317,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$122,015
Total interest from all sources2012-12-31$3,215
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$79,505
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$79,505
Administrative expenses professional fees incurred2012-12-31$12,288
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$283,556
Participant contributions at end of year2012-12-31$10,267
Participant contributions at beginning of year2012-12-31$16,510
Participant contributions at end of year2012-12-31$200
Participant contributions at beginning of year2012-12-31$200
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$14,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$58,127
Administrative expenses (other) incurred2012-12-31$32,820
Liabilities. Value of operating payables at end of year2012-12-31$17,555
Liabilities. Value of operating payables at beginning of year2012-12-31$17,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,397,487
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,639,660
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,242,173
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
Investment advisory and management fees2012-12-31$76,907
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,960,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,423,501
Value of interest in pooled separate accounts at end of year2012-12-31$5,352,445
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,465,064
Interest on participant loans2012-12-31$665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$90,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$143,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$143,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$140,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$148,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$425,170
Net investment gain/loss from pooled separate accounts2012-12-31$579,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,069,463
Employer contributions (assets) at end of year2012-12-31$117,437
Employer contributions (assets) at beginning of year2012-12-31$119,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$927,868
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31O'BRIEN, RILEY & RYAN PC
Accountancy firm EIN2012-12-31043176941
2011 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$395
Total unrealized appreciation/depreciation of assets2011-12-31$395
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$75,285
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$51,612
Total income from all sources (including contributions)2011-12-31$1,848,876
Total of all expenses incurred2011-12-31$854,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$742,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,626,125
Value of total assets at end of year2011-12-31$9,317,458
Value of total assets at beginning of year2011-12-31$8,299,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$112,107
Total interest from all sources2011-12-31$4,665
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$83,034
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$83,034
Administrative expenses professional fees incurred2011-12-31$11,755
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$199,341
Participant contributions at end of year2011-12-31$16,510
Participant contributions at beginning of year2011-12-31$40,809
Participant contributions at end of year2011-12-31$200
Participant contributions at beginning of year2011-12-31$4,816
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$318,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$58,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$34,282
Administrative expenses (other) incurred2011-12-31$31,884
Liabilities. Value of operating payables at end of year2011-12-31$17,158
Liabilities. Value of operating payables at beginning of year2011-12-31$17,330
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$994,243
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,242,173
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,247,930
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$68,468
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,423,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,788,786
Value of interest in pooled separate accounts at end of year2011-12-31$4,465,064
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,054,966
Interest on participant loans2011-12-31$1,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$143,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$118,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$118,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$148,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$122,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$272,131
Net investment gain/loss from pooled separate accounts2011-12-31$-137,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$1,108,287
Employer contributions (assets) at end of year2011-12-31$119,756
Employer contributions (assets) at beginning of year2011-12-31$169,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$742,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31O'BRIEN, RILEY & RYAN PC
Accountancy firm EIN2011-12-31043176941
2010 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$884
Total unrealized appreciation/depreciation of assets2010-12-31$884
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$51,612
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$36,971
Total income from all sources (including contributions)2010-12-31$2,234,904
Total of all expenses incurred2010-12-31$484,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$389,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,222,261
Value of total assets at end of year2010-12-31$8,299,542
Value of total assets at beginning of year2010-12-31$6,534,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$95,422
Total interest from all sources2010-12-31$6,218
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$78,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$78,432
Administrative expenses professional fees incurred2010-12-31$14,775
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$219,304
Participant contributions at end of year2010-12-31$40,809
Participant contributions at beginning of year2010-12-31$36,788
Participant contributions at end of year2010-12-31$4,816
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$41,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$34,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$27,971
Administrative expenses (other) incurred2010-12-31$24,986
Liabilities. Value of operating payables at end of year2010-12-31$17,330
Liabilities. Value of operating payables at beginning of year2010-12-31$9,000
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$1,750,008
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,247,930
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,497,922
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$55,661
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,788,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,966,835
Value of interest in pooled separate accounts at end of year2010-12-31$4,054,966
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,270,153
Interest on participant loans2010-12-31$2,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$118,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$48,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$48,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$122,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$109,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$393,644
Net investment gain/loss from pooled separate accounts2010-12-31$533,465
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$961,332
Employer contributions (assets) at end of year2010-12-31$169,487
Employer contributions (assets) at beginning of year2010-12-31$103,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$389,474
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31O'BRIEN, RILEY & RYAN PC
Accountancy firm EIN2010-12-31043176941

Form 5500 Responses for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND

2023: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 877 ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number445394
Policy instance 1
Insurance contract or identification number445394
Number of Individuals Covered494
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $18,189
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number445394
Policy instance 1
Insurance contract or identification number445394
Number of Individuals Covered717
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $18,685
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,685
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number445394
Policy instance 1
Insurance contract or identification number445394
Number of Individuals Covered687
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $19,904
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,904
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number445394
Policy instance 1
Insurance contract or identification number445394
Number of Individuals Covered464
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $17,522
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,522
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number445394
Policy instance 1
Insurance contract or identification number445394
Number of Individuals Covered454
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $16,382
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,382
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number445394
Policy instance 1
Insurance contract or identification number445394
Number of Individuals Covered406
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,434
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,434
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number445394
Policy instance 1
Insurance contract or identification number445394
Number of Individuals Covered383
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,980
Total amount of fees paid to insurance companyUSD $162
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,980
Amount paid for insurance broker fees162
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number445394
Policy instance 1
Insurance contract or identification number445394
Number of Individuals Covered346
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,461
Total amount of fees paid to insurance companyUSD $168
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,461
Amount paid for insurance broker fees168
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEES
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number445394
Policy instance 1
Insurance contract or identification number445394
Number of Individuals Covered322
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,583
Total amount of fees paid to insurance companyUSD $213
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,583
Amount paid for insurance broker fees213
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number445394
Policy instance 1
Insurance contract or identification number445394
Number of Individuals Covered310
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14,303
Total amount of fees paid to insurance companyUSD $12,678
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,303
Amount paid for insurance broker fees127
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number445394
Policy instance 1
Insurance contract or identification number445394
Number of Individuals Covered319
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,827
Total amount of fees paid to insurance companyUSD $3,038
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,121
Amount paid for insurance broker fees3038
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number445394
Policy instance 1
Insurance contract or identification number445394
Number of Individuals Covered307
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,612
Total amount of fees paid to insurance companyUSD $10,620
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number4-45394
Policy instance 1
Insurance contract or identification number4-45394
Number of Individuals Covered274
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,921
Total amount of fees paid to insurance companyUSD $8,418
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,921
Amount paid for insurance broker fees8418
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameWILLIAM GATELY

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