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LIBERTY UTILITIES HEALTH AND WELFARE MASTER TRUST FOR NON-UNION EMPLOYEES 401k Plan overview

Plan NameLIBERTY UTILITIES HEALTH AND WELFARE MASTER TRUST FOR NON-UNION EMPLOYEES
Plan identification number 002

LIBERTY UTILITIES HEALTH AND WELFARE MASTER TRUST FOR NON-UNION EMPLOYEES Benefits

No plan benefit data available

401k Sponsoring company profile

LIBERTY UTILITIES CO. has sponsored the creation of one or more 401k plans.

Company Name:LIBERTY UTILITIES CO.
Employer identification number (EIN):466541199

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBERTY UTILITIES HEALTH AND WELFARE MASTER TRUST FOR NON-UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-012018-10-11
0022016-08-012017-10-16

Financial Data on LIBERTY UTILITIES HEALTH AND WELFARE MASTER TRUST FOR NON-UNION EMPLOYEES

Measure Date Value
2017 : LIBERTY UTILITIES HEALTH AND WELFARE MASTER TRUST FOR NON-UNION EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$9,700,601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,990
Total income from all sources (including contributions)2017-12-31$0
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$9,710,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$9,990
Value of net income/loss2017-12-31$0
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,700,601
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,700,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$9,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$9,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Did the plan have assets held for investment2017-12-31No
2016 : LIBERTY UTILITIES HEALTH AND WELFARE MASTER TRUST FOR NON-UNION EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$10,154,066
Total transfer of assets from this plan2016-12-31$481,489
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,990
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$55,027
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$27,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$9,710,591
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,003
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$110,563
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$110,563
Administrative expenses professional fees incurred2016-12-31$21,312
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$9,990
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Value of net income/loss2016-12-31$28,024
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,700,601
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
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$5,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,700,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$9,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-55,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes

Form 5500 Responses for LIBERTY UTILITIES HEALTH AND WELFARE MASTER TRUST FOR NON-UNION EMPLOYEES

2017: LIBERTY UTILITIES HEALTH AND WELFARE MASTER TRUST FOR NON-UNION EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2016: LIBERTY UTILITIES HEALTH AND WELFARE MASTER TRUST FOR NON-UNION EMPLOYEES 2016 form 5500 responses
2016-08-01Type of plan entityDFE (Diect Filing Entity)
2016-08-01First time form 5500 has been submittedYes
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-08-01Plan is a collectively bargained planNo

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