Logo

UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 401k Plan overview

Plan NameUNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN
Plan identification number 002

UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

TRI-COUNTY ELECTRIC COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRI-COUNTY ELECTRIC COMPANY, INC.
Employer identification number (EIN):550516747
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Additional information about TRI-COUNTY ELECTRIC COMPANY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1977-10-14
Company Identification Number: 554257
Legal Registered Office Address: ROUTE 2-613

BUSHNELL


More information about TRI-COUNTY ELECTRIC COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01STEPHEN A. BROWN2024-10-14
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01PAUL MONGELL
0022016-01-01PAUL MONGELL
0022015-01-01
0022014-01-01PAUL MONGEL
0022013-01-01PAUL MONGEL
0022012-01-01PAUL MONGEL PAUL MONGEL2013-09-17
0022011-01-01PAUL MONGEL
0022009-01-01JAMES WISHART
0022009-01-01JAMES WISHART

Plan Statistics for UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN

401k plan membership statisitcs for UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN

Measure Date Value
2022: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01154
Total number of active participants reported on line 7a of the Form 55002022-01-0160
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0136
Total of all active and inactive participants2022-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0199
Number of participants with account balances2022-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01174
Total number of active participants reported on line 7a of the Form 55002021-01-0155
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0192
Total of all active and inactive participants2021-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01152
Number of participants with account balances2021-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01180
Total number of active participants reported on line 7a of the Form 55002020-01-0144
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01123
Total of all active and inactive participants2020-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01174
Number of participants with account balances2020-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01181
Total number of active participants reported on line 7a of the Form 55002019-01-0162
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01117
Total of all active and inactive participants2019-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01180
Number of participants with account balances2019-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01182
Total number of active participants reported on line 7a of the Form 55002018-01-0161
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01120
Total of all active and inactive participants2018-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01181
Number of participants with account balances2018-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01181
Total number of active participants reported on line 7a of the Form 55002017-01-01116
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0166
Total of all active and inactive participants2017-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01182
Number of participants with account balances2017-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01172
Total number of active participants reported on line 7a of the Form 55002016-01-01142
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01181
Number of participants with account balances2016-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01171
Total number of active participants reported on line 7a of the Form 55002015-01-01114
Number of retired or separated participants receiving benefits2015-01-0156
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01172
Number of participants with account balances2015-01-01172
2014: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01143
Total number of active participants reported on line 7a of the Form 55002014-01-01108
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01171
Number of participants with account balances2014-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01111
Total number of active participants reported on line 7a of the Form 55002013-01-0190
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01145
Number of participants with account balances2013-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01139
Total number of active participants reported on line 7a of the Form 55002012-01-0194
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0147
Total of all active and inactive participants2012-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01142
Number of participants with account balances2012-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01141
Total number of active participants reported on line 7a of the Form 55002011-01-0189
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0148
Total of all active and inactive participants2011-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01137
Number of participants with account balances2011-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01150
Total number of active participants reported on line 7a of the Form 55002009-01-0193
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01142
Number of participants with account balances2009-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN

Measure Date Value
2022 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 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$0
Total income from all sources (including contributions)2022-12-31$-474,904
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$828,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$813,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$422,253
Value of total assets at end of year2022-12-31$5,247,394
Value of total assets at beginning of year2022-12-31$6,550,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,950
Total interest from all sources2022-12-31$9,497
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$149,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$149,897
Administrative expenses professional fees incurred2022-12-31$797
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$125,665
Participant contributions at end of year2022-12-31$198,121
Participant contributions at beginning of year2022-12-31$273,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,303,006
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,247,394
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,550,400
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$4,611,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,915,312
Interest on participant loans2022-12-31$9,497
Value of interest in common/collective trusts at end of year2022-12-31$437,414
Value of interest in common/collective trusts at beginning of year2022-12-31$361,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,059,245
Net investment gain or loss from common/collective trusts2022-12-31$2,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$296,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$813,152
Contract administrator fees2022-12-31$14,153
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 name2022-12-31THE KEENAN GROUP
Accountancy firm EIN2022-12-31251818418
2021 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 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$1,024,545
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$564,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$551,237
Value of total corrective distributions2021-12-31$86
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$303,300
Value of total assets at end of year2021-12-31$6,550,400
Value of total assets at beginning of year2021-12-31$6,090,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,544
Total interest from all sources2021-12-31$11,864
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$296,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$296,652
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$103,829
Participant contributions at end of year2021-12-31$273,787
Participant contributions at beginning of year2021-12-31$186,588
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$1,121
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,153
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$459,678
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,550,400
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,090,722
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$5,915,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,539,542
Interest on participant loans2021-12-31$11,864
Value of interest in common/collective trusts at end of year2021-12-31$361,301
Value of interest in common/collective trusts at beginning of year2021-12-31$360,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$410,224
Net investment gain or loss from common/collective trusts2021-12-31$2,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$199,471
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$1,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$551,237
Contract administrator fees2021-12-31$13,544
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 name2021-12-31THE KEENAN GROUP
Accountancy firm EIN2021-12-31251818418
2020 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 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$1,043,794
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$720,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$708,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$313,569
Value of total assets at end of year2020-12-31$6,090,722
Value of total assets at beginning of year2020-12-31$5,767,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,971
Total interest from all sources2020-12-31$11,647
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$192,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$192,024
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$111,601
Participant contributions at end of year2020-12-31$186,588
Participant contributions at beginning of year2020-12-31$301,784
Participant contributions at end of year2020-12-31$1,121
Participant contributions at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
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$323,041
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,090,722
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,767,681
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$5,539,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,280,512
Interest on participant loans2020-12-31$11,647
Value of interest in common/collective trusts at end of year2020-12-31$360,331
Value of interest in common/collective trusts at beginning of year2020-12-31$185,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$523,391
Net investment gain or loss from common/collective trusts2020-12-31$3,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$201,968
Employer contributions (assets) at end of year2020-12-31$1,987
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$708,782
Contract administrator fees2020-12-31$11,971
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DELISI, KEENAN & ASSOCIATES, PC
Accountancy firm EIN2020-12-31251818418
2019 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$55,850
Total unrealized appreciation/depreciation of assets2019-12-31$55,850
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$1,205,655
Total loss/gain on sale of assets2019-12-31$45,350
Total of all expenses incurred2019-12-31$671,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$660,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$382,635
Value of total assets at end of year2019-12-31$5,767,681
Value of total assets at beginning of year2019-12-31$5,233,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,565
Total interest from all sources2019-12-31$13,997
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$191,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$191,875
Administrative expenses professional fees incurred2019-12-31$11,565
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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$141,122
Participant contributions at end of year2019-12-31$301,784
Participant contributions at beginning of year2019-12-31$337,477
Participant contributions at beginning of year2019-12-31$2,582
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$413,983
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,821
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$533,970
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,767,681
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,233,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,280,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,725,541
Interest on participant loans2019-12-31$13,997
Value of interest in common/collective trusts at end of year2019-12-31$185,385
Value of interest in common/collective trusts at beginning of year2019-12-31$162,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$512,033
Net investment gain or loss from common/collective trusts2019-12-31$3,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$241,513
Employer contributions (assets) at beginning of year2019-12-31$3,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$246,137
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
Aggregate proceeds on sale of assets2019-12-31$1,075,577
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,030,227
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DELISI, KEENAN & ASSOCIATES, PC
Accountancy firm EIN2019-12-31251818418
2018 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-36,186
Total unrealized appreciation/depreciation of assets2018-12-31$-36,186
Total income from all sources (including contributions)2018-12-31$215,058
Total loss/gain on sale of assets2018-12-31$-24,942
Total of all expenses incurred2018-12-31$800,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$787,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$374,501
Value of total assets at end of year2018-12-31$5,233,711
Value of total assets at beginning of year2018-12-31$5,819,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,526
Total interest from all sources2018-12-31$18,971
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$209,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$209,257
Administrative expenses professional fees incurred2018-12-31$12,526
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$157,098
Participant contributions at end of year2018-12-31$337,477
Participant contributions at beginning of year2018-12-31$428,286
Participant contributions at end of year2018-12-31$2,582
Participant contributions at beginning of year2018-12-31$6,697
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,821
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-585,391
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,233,711
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,819,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,725,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,224,318
Interest on participant loans2018-12-31$18,971
Value of interest in common/collective trusts at end of year2018-12-31$162,485
Value of interest in common/collective trusts at beginning of year2018-12-31$148,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-329,393
Net investment gain or loss from common/collective trusts2018-12-31$2,850
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$217,403
Employer contributions (assets) at end of year2018-12-31$3,805
Employer contributions (assets) at beginning of year2018-12-31$8,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$787,923
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
Aggregate proceeds on sale of assets2018-12-31$1,632,075
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,657,017
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DELISI, KEENAN & ASSOCIATES, PC
Accountancy firm EIN2018-12-31251818418
2017 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$985,914
Total loss/gain on sale of assets2017-12-31$68,252
Total of all expenses incurred2017-12-31$625,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$612,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$389,268
Value of total assets at end of year2017-12-31$5,819,102
Value of total assets at beginning of year2017-12-31$5,459,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,308
Total interest from all sources2017-12-31$12,629
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$180,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$180,277
Administrative expenses professional fees incurred2017-12-31$13,308
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$181,178
Participant contributions at end of year2017-12-31$428,286
Participant contributions at beginning of year2017-12-31$271,133
Participant contributions at end of year2017-12-31$6,697
Participant contributions at beginning of year2017-12-31$6,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,524
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$360,027
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,819,102
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,459,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,224,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,021,104
Interest on participant loans2017-12-31$12,629
Value of interest in common/collective trusts at end of year2017-12-31$148,954
Value of interest in common/collective trusts at beginning of year2017-12-31$149,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$333,377
Net investment gain or loss from common/collective trusts2017-12-31$2,111
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$208,090
Employer contributions (assets) at end of year2017-12-31$8,606
Employer contributions (assets) at beginning of year2017-12-31$9,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$612,579
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
Aggregate proceeds on sale of assets2017-12-31$1,612,985
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,544,733
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DELISI, KEENAN & ASSOCIATES, PC
Accountancy firm EIN2017-12-31251818418
2016 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$744
Total income from all sources (including contributions)2016-12-31$715,422
Total loss/gain on sale of assets2016-12-31$1,871
Total of all expenses incurred2016-12-31$543,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$515,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$460,726
Value of total assets at end of year2016-12-31$5,459,075
Value of total assets at beginning of year2016-12-31$5,287,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,328
Total interest from all sources2016-12-31$12,006
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$122,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$122,569
Administrative expenses professional fees incurred2016-12-31$27,328
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$198,649
Participant contributions at end of year2016-12-31$271,133
Participant contributions at beginning of year2016-12-31$334,202
Participant contributions at end of year2016-12-31$6,719
Participant contributions at beginning of year2016-12-31$3,556
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,524
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$744
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$172,244
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,459,075
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,286,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,021,104
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,813,452
Interest on participant loans2016-12-31$9,972
Interest earned on other investments2016-12-31$2,034
Value of interest in common/collective trusts at end of year2016-12-31$149,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$130,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-4,095
Net investment gain/loss from pooled separate accounts2016-12-31$122,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$262,077
Employer contributions (assets) at end of year2016-12-31$9,026
Employer contributions (assets) at beginning of year2016-12-31$3,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$515,850
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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
Aggregate proceeds on sale of assets2016-12-31$464,237
Aggregate carrying amount (costs) on sale of assets2016-12-31$462,366
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DELISI, KEENAN & ASSOCIATES, PC
Accountancy firm EIN2016-12-31251818418
2015 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 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$744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$52
Total income from all sources (including contributions)2015-12-31$465,911
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$587,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$482,155
Expenses. Certain deemed distributions of participant loans2015-12-31$58,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$502,968
Value of total assets at end of year2015-12-31$5,287,575
Value of total assets at beginning of year2015-12-31$5,408,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$46,667
Total interest from all sources2015-12-31$14,215
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$46,667
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$195,193
Participant contributions at end of year2015-12-31$334,202
Participant contributions at beginning of year2015-12-31$393,345
Participant contributions at end of year2015-12-31$3,556
Participant contributions at beginning of year2015-12-31$10,590
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$20,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$20,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,026
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$52
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-121,175
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,286,831
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,408,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$4,813,452
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,873,017
Interest on participant loans2015-12-31$13,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$130,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$108,646
Net investment gain/loss from pooled separate accounts2015-12-31$-51,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$287,775
Employer contributions (assets) at end of year2015-12-31$3,542
Employer contributions (assets) at beginning of year2015-12-31$16,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$462,155
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELISI, KEENAN & ASSOCIATES, P.C.
Accountancy firm EIN2015-12-31251818418
2014 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 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$52
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$587,357
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$302,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$302,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$433,489
Value of total assets at end of year2014-12-31$5,408,058
Value of total assets at beginning of year2014-12-31$5,123,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$12,570
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$173,664
Participant contributions at end of year2014-12-31$393,345
Participant contributions at beginning of year2014-12-31$378,096
Participant contributions at end of year2014-12-31$10,590
Participant contributions at beginning of year2014-12-31$2,281
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$50,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,550
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$52
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$284,641
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,408,006
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,123,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,873,017
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,651,911
Income. Interest from loans (other than to participants)2014-12-31$11,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$108,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$86,906
Net investment gain/loss from pooled separate accounts2014-12-31$141,298
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$259,825
Employer contributions (assets) at end of year2014-12-31$16,910
Employer contributions (assets) at beginning of year2014-12-31$2,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$252,150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DELISI, KEENAN & ASSOCIATES, P.C.
Accountancy firm EIN2014-12-31251818418
2013 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 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$800
Total income from all sources (including contributions)2013-12-31$742,631
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$441,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$441,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$356,490
Value of total assets at end of year2013-12-31$5,123,365
Value of total assets at beginning of year2013-12-31$4,822,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$12,821
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$158,263
Participant contributions at end of year2013-12-31$378,096
Participant contributions at beginning of year2013-12-31$375,673
Participant contributions at end of year2013-12-31$2,281
Participant contributions at beginning of year2013-12-31$5,887
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$2,481
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,024
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$800
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$301,246
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,123,365
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,822,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,651,911
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,232,077
Interest on participant loans2013-12-31$11,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$86,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$199,443
Net investment gain/loss from pooled separate accounts2013-12-31$373,320
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$198,227
Employer contributions (assets) at end of year2013-12-31$2,147
Employer contributions (assets) at beginning of year2013-12-31$6,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$438,904
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DELISI, KEENAN & ASSOCIATES, P.C.
Accountancy firm EIN2013-12-31251818418
2012 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 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$800
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$622,105
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$86,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$86,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$393,643
Value of total assets at end of year2012-12-31$4,822,919
Value of total assets at beginning of year2012-12-31$4,287,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$9,308
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$172,601
Participant contributions at end of year2012-12-31$375,673
Participant contributions at beginning of year2012-12-31$286,805
Participant contributions at end of year2012-12-31$5,887
Participant contributions at beginning of year2012-12-31$4,865
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,684
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$800
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$535,114
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,822,119
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,287,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,232,077
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,794,008
Interest on participant loans2012-12-31$8,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$199,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$197,074
Net investment gain/loss from pooled separate accounts2012-12-31$219,154
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$221,042
Employer contributions (assets) at end of year2012-12-31$6,155
Employer contributions (assets) at beginning of year2012-12-31$4,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$86,991
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DELISI & ASSOCIATES, PC
Accountancy firm EIN2012-12-31251818418
2011 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 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$267,584
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$308,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$308,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$339,918
Value of total assets at end of year2011-12-31$4,287,005
Value of total assets at beginning of year2011-12-31$4,328,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$14,198
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$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$146,060
Participant contributions at end of year2011-12-31$286,805
Participant contributions at beginning of year2011-12-31$246,676
Participant contributions at end of year2011-12-31$4,865
Participant contributions at beginning of year2011-12-31$2,330
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-41,316
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,287,005
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,328,321
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
Value of interest in pooled separate accounts at end of year2011-12-31$3,794,008
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,916,729
Interest on participant loans2011-12-31$10,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$197,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$158,576
Net investment gain/loss from pooled separate accounts2011-12-31$-86,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$193,858
Employer contributions (assets) at end of year2011-12-31$4,253
Employer contributions (assets) at beginning of year2011-12-31$2,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$308,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2011-12-31251408703
2010 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 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$582,997
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$79,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$79,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$374,040
Value of total assets at end of year2010-12-31$4,328,321
Value of total assets at beginning of year2010-12-31$3,825,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$16,106
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$200,000
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$150,650
Participant contributions at end of year2010-12-31$246,676
Participant contributions at beginning of year2010-12-31$230,901
Participant contributions at end of year2010-12-31$2,330
Participant contributions at beginning of year2010-12-31$2,892
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,055
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,339
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$503,277
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,328,321
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,825,044
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
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,459,573
Value of interest in pooled separate accounts at end of year2010-12-31$3,916,729
Interest on participant loans2010-12-31$11,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$128,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$128,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$158,576
Net investment gain/loss from pooled separate accounts2010-12-31$192,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$223,390
Employer contributions (assets) at end of year2010-12-31$2,955
Employer contributions (assets) at beginning of year2010-12-31$2,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$79,720
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2010-12-31251408703
2009 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN

2022: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 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 planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 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 planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM-TRI-COUNTY ELECTRIC COMPANY INC. 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP 36434/FB43
Policy instance 1
Insurance contract or identification numberGP 36434/FB43
Number of Individuals Covered170
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $25,095
Total amount of fees paid to insurance companyUSD $8,108
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Commission paid to Insurance BrokerUSD $25,095
Insurance broker nameTHE ROSE FINANCIAL GROUP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36434/FB43
Policy instance 1
Insurance contract or identification numberGP36434/FB43
Number of Individuals Covered171
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $24,227
Total amount of fees paid to insurance companyUSD $8,195
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameINVESTMENT PROFESSIONALS INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36434
Policy instance 1
Insurance contract or identification numberGP36434
Number of Individuals Covered134
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,975
Total amount of fees paid to insurance companyUSD $7,573
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,975
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISIONS
Insurance broker organization code?4
Insurance broker nameINVESTMENT PROFESSIONALS INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36434
Policy instance 1
Insurance contract or identification numberGP36434
Number of Individuals Covered139
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $21,033
Total amount of fees paid to insurance companyUSD $6,816
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $21,033
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Insurance broker nameTHE ROSE FINANCIAL GROUP, LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36434
Policy instance 1
Insurance contract or identification numberGP36434
Number of Individuals Covered135
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $20,453
Total amount of fees paid to insurance companyUSD $6,928
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36434
Policy instance 1
Insurance contract or identification numberGP36434
Number of Individuals Covered140
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $18,515
Total amount of fees paid to insurance companyUSD $3,703
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND
Commission paid to Insurance BrokerUSD $18,515
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Amount paid for insurance broker fees3703
Insurance broker nameTHE ROSE FINANCIAL GROUP, LLC

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1