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UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 401k Plan overview

Plan NameUNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN
Plan identification number 003

UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 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.
  • 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.

401k Sponsoring company profile

UA OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPE FITTING INDUSTRY has sponsored the creation of one or more 401k plans.

Company Name:UA OF JOURNEYMEN & APPRENTICES OF THE PLUMBING & PIPE FITTING INDUSTRY
Employer identification number (EIN):530159020
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 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
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01BRIAN WALTERS
0032016-01-01BRIAN WALTERS
0032015-01-01MARK MCMANUS
0032014-01-01MARK MCMANUS
0032013-01-01MARK MCMANUS
0032012-01-01MARK MCMANUS
0032011-01-01MARK MCMANUS
0032009-01-01WILLIAM HITE PATRICK PERNO2010-10-14
0032009-01-01WILLIAM HITE PATRICK PERNO2010-10-19

Plan Statistics for UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN

Measure Date Value
2023: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01134
Total number of active participants reported on line 7a of the Form 55002023-01-01102
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0127
Total of all active and inactive participants2023-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-01132
Number of participants with account balances2023-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01138
Total number of active participants reported on line 7a of the Form 55002022-01-0197
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0135
Total of all active and inactive participants2022-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01132
Number of participants with account balances2022-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01131
Total number of active participants reported on line 7a of the Form 55002021-01-0198
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01131
Number of participants with account balances2021-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01141
Total number of active participants reported on line 7a of the Form 55002020-01-0198
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01131
Number of participants with account balances2020-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01136
Total number of active participants reported on line 7a of the Form 55002019-01-01100
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01139
Number of participants with account balances2019-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01138
Total number of active participants reported on line 7a of the Form 55002018-01-0198
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01134
Number of participants with account balances2018-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01138
Total number of active participants reported on line 7a of the Form 55002017-01-01103
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01138
Number of participants with account balances2017-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01126
Total number of active participants reported on line 7a of the Form 55002016-01-0191
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01124
Number of participants with account balances2016-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01136
Total number of active participants reported on line 7a of the Form 55002015-01-01103
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01125
Number of participants with account balances2015-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01130
Total number of active participants reported on line 7a of the Form 55002014-01-01108
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01136
Number of participants with account balances2014-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01125
Total number of active participants reported on line 7a of the Form 55002013-01-0199
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01130
Number of participants with account balances2013-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01130
Total number of active participants reported on line 7a of the Form 55002012-01-0193
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01124
Number of participants with account balances2012-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01133
Total number of active participants reported on line 7a of the Form 55002011-01-0185
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01118
Number of participants with account balances2011-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01132
Total number of active participants reported on line 7a of the Form 55002009-01-0199
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0138
Total of all active and inactive participants2009-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01137
Number of participants with account balances2009-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN

Measure Date Value
2023 : UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
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$4,388,142
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,857,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,854,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,744,932
Value of total assets at end of year2023-12-31$18,293,284
Value of total assets at beginning of year2023-12-31$15,762,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$3,030
Total interest from all sources2023-12-31$15,467
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
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$1,294,594
Participant contributions at end of year2023-12-31$207,006
Participant contributions at beginning of year2023-12-31$199,346
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$450,338
Other income not declared elsewhere2023-12-31$799
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$2,530,780
Value of net assets at end of year (total assets less liabilities)2023-12-31$18,293,284
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$15,762,504
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$17,072,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$13,394,509
Interest on participant loans2023-12-31$15,467
Value of interest in common/collective trusts at end of year2023-12-31$1,013,823
Value of interest in common/collective trusts at beginning of year2023-12-31$2,168,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,576,523
Net investment gain or loss from common/collective trusts2023-12-31$50,421
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,854,332
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 name2023-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2023-12-31470900880
2022 : UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-1,151,013
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,833,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,830,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,208,179
Value of total assets at end of year2022-12-31$15,762,504
Value of total assets at beginning of year2022-12-31$18,747,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,670
Total interest from all sources2022-12-31$13,372
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$3,670
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$1,208,179
Participant contributions at end of year2022-12-31$199,346
Participant contributions at beginning of year2022-12-31$197,776
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$47,745
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$474
Other income not declared elsewhere2022-12-31$2,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,984,819
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,762,504
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,747,323
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$13,394,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,280,151
Interest on participant loans2022-12-31$13,372
Value of interest in common/collective trusts at end of year2022-12-31$2,168,649
Value of interest in common/collective trusts at beginning of year2022-12-31$2,221,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,429,933
Net investment gain or loss from common/collective trusts2022-12-31$55,037
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,830,136
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 name2022-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2022-12-31470900880
2021 : UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,513,390
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,598,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,594,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,979,278
Value of total assets at end of year2021-12-31$18,747,323
Value of total assets at beginning of year2021-12-31$15,832,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,195
Total interest from all sources2021-12-31$10,362
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$4,195
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,215,132
Participant contributions at end of year2021-12-31$197,776
Participant contributions at beginning of year2021-12-31$175,816
Participant contributions at end of year2021-12-31$47,745
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$764,146
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$474
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$2,623
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$2,914,672
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,747,323
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,832,651
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,280,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,430,047
Interest on participant loans2021-12-31$10,362
Value of interest in common/collective trusts at end of year2021-12-31$2,221,177
Value of interest in common/collective trusts at beginning of year2021-12-31$2,226,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,473,571
Net investment gain or loss from common/collective trusts2021-12-31$47,556
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,594,523
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 name2021-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2021-12-31470900880
2020 : UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,966,493
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,157,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,152,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,252,138
Value of total assets at end of year2020-12-31$15,832,651
Value of total assets at beginning of year2020-12-31$14,023,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,716
Total interest from all sources2020-12-31$10,840
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$4,716
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,185,641
Participant contributions at end of year2020-12-31$175,816
Participant contributions at beginning of year2020-12-31$195,196
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$1,000
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$66,497
Other income not declared elsewhere2020-12-31$1,973
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$1,809,260
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,832,651
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,023,391
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,430,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,988,790
Interest on participant loans2020-12-31$10,840
Value of interest in common/collective trusts at end of year2020-12-31$2,226,788
Value of interest in common/collective trusts at beginning of year2020-12-31$838,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,662,453
Net investment gain or loss from common/collective trusts2020-12-31$39,089
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,152,517
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 name2020-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2020-12-31470900880
2019 : UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,597,649
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$441,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$413,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,088,863
Value of total assets at end of year2019-12-31$14,023,391
Value of total assets at beginning of year2019-12-31$10,867,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,247
Total interest from all sources2019-12-31$12,747
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$15,131
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,088,863
Participant contributions at end of year2019-12-31$195,196
Participant contributions at beginning of year2019-12-31$191,637
Participant contributions at end of year2019-12-31$1,000
Participant contributions at beginning of year2019-12-31$936
Other income not declared elsewhere2019-12-31$14,864
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$3,156,201
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,023,391
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,867,190
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$13,116
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,988,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,258,150
Interest on participant loans2019-12-31$12,747
Value of interest in common/collective trusts at end of year2019-12-31$838,405
Value of interest in common/collective trusts at beginning of year2019-12-31$416,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,462,998
Net investment gain or loss from common/collective trusts2019-12-31$18,177
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$413,201
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 name2019-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2019-12-31470900880
2018 : UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$880,033
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,204,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,170,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,514,338
Value of total assets at end of year2018-12-31$10,867,190
Value of total assets at beginning of year2018-12-31$11,191,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,178
Total interest from all sources2018-12-31$10,032
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$16,288
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$998,398
Participant contributions at end of year2018-12-31$191,637
Participant contributions at beginning of year2018-12-31$198,082
Participant contributions at end of year2018-12-31$936
Participant contributions at beginning of year2018-12-31$376
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$515,940
Other income not declared elsewhere2018-12-31$40,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-324,801
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,867,190
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,191,991
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$17,890
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,258,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,365,530
Interest on participant loans2018-12-31$10,032
Value of interest in common/collective trusts at end of year2018-12-31$416,467
Value of interest in common/collective trusts at beginning of year2018-12-31$628,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-695,780
Net investment gain or loss from common/collective trusts2018-12-31$11,325
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,170,656
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 name2018-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2018-12-31470900880
2017 : UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$0
Total income from all sources (including contributions)2017-12-31$2,761,722
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,254,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,204,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,150,765
Value of total assets at end of year2017-12-31$11,191,991
Value of total assets at beginning of year2017-12-31$10,684,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,593
Total interest from all sources2017-12-31$9,627
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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$16,051
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$950,163
Participant contributions at end of year2017-12-31$198,082
Participant contributions at beginning of year2017-12-31$167,524
Participant contributions at end of year2017-12-31$376
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$200,602
Other income not declared elsewhere2017-12-31$37,732
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$507,503
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,191,991
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,684,488
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$33,542
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,365,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,079,446
Interest on participant loans2017-12-31$9,627
Value of interest in common/collective trusts at end of year2017-12-31$628,003
Value of interest in common/collective trusts at beginning of year2017-12-31$437,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,552,303
Net investment gain or loss from common/collective trusts2017-12-31$11,295
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,204,626
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 name2017-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2017-12-31208078757
2016 : UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$1,804,016
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,025,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$990,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,063,020
Value of total assets at end of year2016-12-31$10,684,488
Value of total assets at beginning of year2016-12-31$9,906,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$35,276
Total interest from all sources2016-12-31$6,502
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$1,650
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,063,020
Participant contributions at end of year2016-12-31$167,524
Participant contributions at beginning of year2016-12-31$120,007
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$36,355
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$778,411
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,684,488
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,906,077
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$33,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,079,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,384,428
Interest on participant loans2016-12-31$6,502
Value of interest in common/collective trusts at end of year2016-12-31$437,518
Value of interest in common/collective trusts at beginning of year2016-12-31$401,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
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$693,952
Net investment gain or loss from common/collective trusts2016-12-31$4,187
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$990,329
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 name2016-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2016-12-31208078757
2015 : UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$987,924
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$378,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$316,819
Value of total corrective distributions2015-12-31$28,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$995,078
Value of total assets at end of year2015-12-31$9,906,077
Value of total assets at beginning of year2015-12-31$9,296,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,042
Total interest from all sources2015-12-31$4,188
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,120
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$908,698
Participant contributions at end of year2015-12-31$120,007
Participant contributions at beginning of year2015-12-31$58,152
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$86,380
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$792
Other income not declared elsewhere2015-12-31$36,318
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$609,123
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,906,077
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,296,954
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$31,922
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,384,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,948,822
Interest on participant loans2015-12-31$4,188
Value of interest in common/collective trusts at end of year2015-12-31$401,642
Value of interest in common/collective trusts at beginning of year2015-12-31$219,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$69,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$69,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-49,466
Net investment gain or loss from common/collective trusts2015-12-31$1,806
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$316,819
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 name2015-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2015-12-31208078757
2014 : UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,451,059
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$761,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$728,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$870,180
Value of total assets at end of year2014-12-31$9,296,954
Value of total assets at beginning of year2014-12-31$8,607,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$32,552
Total interest from all sources2014-12-31$2,616
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,320
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$764,846
Participant contributions at end of year2014-12-31$58,152
Participant contributions at beginning of year2014-12-31$49,219
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$105,334
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$792
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$32,692
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$689,944
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,296,954
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,607,010
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$31,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,948,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,287,079
Interest on participant loans2014-12-31$2,616
Value of interest in common/collective trusts at end of year2014-12-31$219,993
Value of interest in common/collective trusts at beginning of year2014-12-31$214,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$69,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$56,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$56,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$544,251
Net investment gain or loss from common/collective trusts2014-12-31$1,320
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$728,563
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 name2014-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2014-12-31208078757
2013 : UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,240,614
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$830,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$799,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$697,009
Value of total assets at end of year2013-12-31$8,607,010
Value of total assets at beginning of year2013-12-31$7,196,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,258
Total interest from all sources2013-12-31$3,419
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$760
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$689,073
Participant contributions at end of year2013-12-31$49,219
Participant contributions at beginning of year2013-12-31$91,341
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,936
Other income not declared elsewhere2013-12-31$30,724
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$1,410,351
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,607,010
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,196,659
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$30,498
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,287,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,523,892
Interest on participant loans2013-12-31$3,419
Value of interest in common/collective trusts at end of year2013-12-31$214,705
Value of interest in common/collective trusts at beginning of year2013-12-31$445,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$56,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$136,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$136,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,506,161
Net investment gain or loss from common/collective trusts2013-12-31$3,301
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$799,005
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2013-12-31208078757
2012 : UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,708,026
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,482,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,451,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$854,229
Value of total assets at end of year2012-12-31$7,196,659
Value of total assets at beginning of year2012-12-31$6,971,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,764
Total interest from all sources2012-12-31$5,099
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,130
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$671,862
Participant contributions at end of year2012-12-31$91,341
Participant contributions at beginning of year2012-12-31$126,883
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$182,367
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$539
Other income not declared elsewhere2012-12-31$27,909
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$225,556
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,196,659
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,971,103
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$29,634
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,523,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,938,426
Interest on participant loans2012-12-31$5,099
Value of interest in common/collective trusts at end of year2012-12-31$445,138
Value of interest in common/collective trusts at beginning of year2012-12-31$762,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$136,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$142,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$142,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$811,866
Net investment gain or loss from common/collective trusts2012-12-31$8,923
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,451,706
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 name2012-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2012-12-31208078757
2011 : UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$666,448
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,751,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,719,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$789,790
Value of total assets at end of year2011-12-31$6,971,103
Value of total assets at beginning of year2011-12-31$8,056,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$32,415
Total interest from all sources2011-12-31$7,087
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$639,790
Participant contributions at end of year2011-12-31$126,883
Participant contributions at beginning of year2011-12-31$176,542
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$150,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$539
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$682
Other income not declared elsewhere2011-12-31$33,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,084,971
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,971,103
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,056,074
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$31,799
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,938,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,096,438
Interest on participant loans2011-12-31$7,087
Value of interest in common/collective trusts at end of year2011-12-31$762,941
Value of interest in common/collective trusts at beginning of year2011-12-31$412,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$142,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$369,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$369,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-174,178
Net investment gain or loss from common/collective trusts2011-12-31$10,006
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,719,004
Contract administrator fees2011-12-31$616
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 name2011-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2011-12-31208078757
2010 : UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,542,045
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$260,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$233,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$664,793
Value of total assets at end of year2010-12-31$8,056,074
Value of total assets at beginning of year2010-12-31$6,774,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,955
Total interest from all sources2010-12-31$6,383
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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$664,793
Participant contributions at end of year2010-12-31$176,542
Participant contributions at beginning of year2010-12-31$112,636
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$722
Other income not declared elsewhere2010-12-31$26,827
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$1,281,155
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,056,074
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,774,919
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$25,715
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,096,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,692,234
Interest on participant loans2010-12-31$6,383
Value of interest in common/collective trusts at end of year2010-12-31$412,971
Value of interest in common/collective trusts at beginning of year2010-12-31$495,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$369,441
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$473,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$473,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$831,402
Net investment gain or loss from common/collective trusts2010-12-31$12,640
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$233,935
Contract administrator fees2010-12-31$1,240
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 name2010-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2010-12-31208078757

Form 5500 Responses for UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN

2023: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 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 – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNITED ASSOCIATION GENERAL OFFICERS AND EMPLOYEES 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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