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UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NameUNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN
Plan identification number 003

UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BLUE RIDGE CABLE TECHNOLOGIES, INC. DBA BLUE RIDGE COMMUNICATIONS has sponsored the creation of one or more 401k plans.

Company Name:BLUE RIDGE CABLE TECHNOLOGIES, INC. DBA BLUE RIDGE COMMUNICATIONS
Employer identification number (EIN):240864880
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01

Plan Statistics for UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN

Measure Date Value
2023: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01135
Total number of active participants reported on line 7a of the Form 55002023-01-01120
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0117
Total of all active and inactive participants2023-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01137
Number of participants with account balances2023-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01133
Total number of active participants reported on line 7a of the Form 55002022-01-01119
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01135
Number of participants with account balances2022-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010

Financial Data on UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN

Measure Date Value
2023 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets from this plan2023-12-31$675,849
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,919,539
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,596,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,520,349
Expenses. Certain deemed distributions of participant loans2023-12-31$17,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,113,552
Value of total assets at end of year2023-12-31$12,647,619
Value of total assets at beginning of year2023-12-31$12,000,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$58,134
Total interest from all sources2023-12-31$13,748
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$270,213
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$270,213
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$664,204
Participant contributions at end of year2023-12-31$251,321
Participant contributions at beginning of year2023-12-31$228,872
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$100,000
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$1,323,303
Value of net assets at end of year (total assets less liabilities)2023-12-31$12,647,619
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$12,000,165
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$2,386
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$11,738,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$10,972,320
Interest on participant loans2023-12-31$13,748
Value of interest in common/collective trusts at end of year2023-12-31$657,557
Value of interest in common/collective trusts at beginning of year2023-12-31$798,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,499,286
Net investment gain or loss from common/collective trusts2023-12-31$22,740
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 contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$349,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,520,349
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 name2023-12-31WILLIAM E. HOWE & CO.
Accountancy firm EIN2023-12-31231682016
2022 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$365,702
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-884,811
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$324,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$234,713
Expenses. Certain deemed distributions of participant loans2022-12-31$31,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,232,611
Value of total assets at end of year2022-12-31$12,000,165
Value of total assets at beginning of year2022-12-31$13,575,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$58,471
Total interest from all sources2022-12-31$14,155
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$232,847
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$232,847
Administrative expenses professional fees incurred2022-12-31$58,471
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$631,674
Participant contributions at end of year2022-12-31$228,872
Participant contributions at beginning of year2022-12-31$275,763
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$41,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,209,662
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,000,165
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,575,529
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,972,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,630,057
Interest on participant loans2022-12-31$14,155
Value of interest in common/collective trusts at end of year2022-12-31$798,973
Value of interest in common/collective trusts at beginning of year2022-12-31$669,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,382,469
Net investment gain or loss from common/collective trusts2022-12-31$18,045
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$558,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$234,713
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 name2022-12-31WILLIAM E. HOWE & CO.
Accountancy firm EIN2022-12-31231682016

Form 5500 Responses for UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN

2023: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
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: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM - PENCOR SERVICES, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513209-000
Policy instance 1
Insurance contract or identification number513209-000
Number of Individuals Covered136
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513209-000
Policy instance 1
Insurance contract or identification number513209-000
Number of Individuals Covered134
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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