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UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 401k Plan overview

Plan NameUNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN
Plan identification number 004

UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

USS-UPI, LLC has sponsored the creation of one or more 401k plans.

Company Name:USS-UPI, LLC
Employer identification number (EIN):680088974
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01MARIANE SMITH CORY ANDERSON2018-08-07
0042016-01-01MARIANE SMITH CORY ANDERSON2017-10-12
0042015-01-01MARIANE SMITH SW SHIN2016-10-10
0042014-01-01MARIANE SMITH SW SHIN2015-10-07
0042013-01-01MARIANE SMITH SUNGWON SHIN2014-09-08
0042012-01-01MARIANE SMITH ALAN GARDNER2013-10-10
0042011-01-01MARIANE SMITH ALAN GARDNER2012-10-15
0042009-01-01MARIANE SMITH ALAN GARDNER2010-10-12

Plan Statistics for UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN

401k plan membership statisitcs for UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN

Measure Date Value
2022: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01549
Total number of active participants reported on line 7a of the Form 55002022-01-01373
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01144
Total of all active and inactive participants2022-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01519
Number of participants with account balances2022-01-01446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01519
Total number of active participants reported on line 7a of the Form 55002021-01-01447
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0199
Total of all active and inactive participants2021-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01548
Number of participants with account balances2021-01-01453
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 UPI 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01517
Total number of active participants reported on line 7a of the Form 55002020-01-01431
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0185
Total of all active and inactive participants2020-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01518
Number of participants with account balances2020-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01510
Total number of active participants reported on line 7a of the Form 55002019-01-01433
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0180
Total of all active and inactive participants2019-01-01515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01515
Number of participants with account balances2019-01-01391
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 UPI 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01524
Total number of active participants reported on line 7a of the Form 55002018-01-01442
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0167
Total of all active and inactive participants2018-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01510
Number of participants with account balances2018-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01530
Total number of active participants reported on line 7a of the Form 55002017-01-01459
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0161
Total of all active and inactive participants2017-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01521
Number of participants with account balances2017-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01547
Total number of active participants reported on line 7a of the Form 55002016-01-01462
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0160
Total of all active and inactive participants2016-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01523
Number of participants with account balances2016-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01576
Total number of active participants reported on line 7a of the Form 55002015-01-01490
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0157
Total of all active and inactive participants2015-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01547
Number of participants with account balances2015-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01552
Total number of active participants reported on line 7a of the Form 55002014-01-01519
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01575
Number of participants with account balances2014-01-01354
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 UPI 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01570
Total number of active participants reported on line 7a of the Form 55002013-01-01512
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0140
Total of all active and inactive participants2013-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01552
Number of participants with account balances2013-01-01357
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 UPI 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01572
Total number of active participants reported on line 7a of the Form 55002012-01-01525
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01565
Number of participants with account balances2012-01-01359
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 UPI 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01584
Total number of active participants reported on line 7a of the Form 55002011-01-01525
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01567
Number of participants with account balances2011-01-01374
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 UPI 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01417
Total number of active participants reported on line 7a of the Form 55002009-01-01350
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0138
Total of all active and inactive participants2009-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01388
Number of participants with account balances2009-01-01388
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 UPI 401(K) PLAN

Measure Date Value
2022 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$3,106
Total transfer of assets from this plan2022-12-31$37,711
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,864,856
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,503,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,392,838
Expenses. Certain deemed distributions of participant loans2022-12-31$-485
Value of total corrective distributions2022-12-31$38,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,966,064
Value of total assets at end of year2022-12-31$28,021,983
Value of total assets at beginning of year2022-12-31$32,424,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$72,674
Total interest from all sources2022-12-31$209,953
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$121,889
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$121,889
Administrative expenses professional fees incurred2022-12-31$27,835
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$1,644,756
Participant contributions at end of year2022-12-31$544,179
Participant contributions at beginning of year2022-12-31$774,641
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$155,485
Other income not declared elsewhere2022-12-31$65,407
Administrative expenses (other) incurred2022-12-31$550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,368,059
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,021,983
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,424,647
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$6,248,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,813,525
Value of interest in pooled separate accounts at end of year2022-12-31$8,502,381
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,080,152
Interest on participant loans2022-12-31$38,654
Interest earned on other investments2022-12-31$171,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,727,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,756,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,018,768
Net investment gain/loss from pooled separate accounts2022-12-31$-3,209,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$165,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,392,838
Contract administrator fees2022-12-31$44,289
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 name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 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$5,063,429
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,050,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,989,484
Expenses. Certain deemed distributions of participant loans2021-12-31$485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,894,298
Value of total assets at end of year2021-12-31$32,424,647
Value of total assets at beginning of year2021-12-31$30,411,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,228
Total interest from all sources2021-12-31$206,509
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$95,338
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$95,338
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$1,610,593
Participant contributions at end of year2021-12-31$774,641
Participant contributions at beginning of year2021-12-31$702,678
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$135,148
Other income not declared elsewhere2021-12-31$66,815
Administrative expenses (other) incurred2021-12-31$60,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,013,232
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,424,647
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,411,415
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$7,813,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,664,709
Value of interest in pooled separate accounts at end of year2021-12-31$12,080,152
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,259,939
Interest on participant loans2021-12-31$45,774
Interest earned on other investments2021-12-31$160,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,756,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,784,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$899,250
Net investment gain/loss from pooled separate accounts2021-12-31$1,901,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$148,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,989,484
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 name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 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$4,512,689
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,128,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,080,065
Value of total corrective distributions2020-12-31$4,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,437,769
Value of total assets at end of year2020-12-31$30,411,415
Value of total assets at beginning of year2020-12-31$27,027,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$43,620
Total interest from all sources2020-12-31$237,893
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$84,616
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$84,616
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$1,336,760
Participant contributions at end of year2020-12-31$702,678
Participant contributions at beginning of year2020-12-31$811,218
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$13,077
Other income not declared elsewhere2020-12-31$61,789
Administrative expenses (other) incurred2020-12-31$43,620
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$196
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$3,384,253
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,411,415
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,027,162
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$5,664,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,318,602
Value of interest in pooled separate accounts at end of year2020-12-31$12,259,939
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,615,785
Interest on participant loans2020-12-31$50,632
Interest earned on other investments2020-12-31$187,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,784,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,281,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$582,549
Net investment gain/loss from pooled separate accounts2020-12-31$2,108,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$87,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,080,065
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$56,273
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$4,822,729
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,434,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,401,590
Expenses. Certain deemed distributions of participant loans2019-12-31$-550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,239,303
Value of total assets at end of year2019-12-31$27,027,162
Value of total assets at beginning of year2019-12-31$23,695,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$33,813
Total interest from all sources2019-12-31$242,111
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$125,051
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$125,051
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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$1,143,318
Participant contributions at end of year2019-12-31$811,218
Participant contributions at beginning of year2019-12-31$776,954
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$33,633
Other income not declared elsewhere2019-12-31$15,167
Administrative expenses (other) incurred2019-12-31$33,813
Total non interest bearing cash at end of year2019-12-31$196
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,387,876
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,027,162
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,695,559
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$5,318,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,139,505
Value of interest in pooled separate accounts at end of year2019-12-31$10,615,785
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,841,869
Interest on participant loans2019-12-31$47,286
Interest earned on other investments2019-12-31$194,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,281,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,937,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,877,430
Net investment gain/loss from pooled separate accounts2019-12-31$1,323,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$62,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,401,590
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$1,787
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$663,988
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,914,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,892,335
Expenses. Certain deemed distributions of participant loans2018-12-31$11,583
Value of total corrective distributions2018-12-31$198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,209,585
Value of total assets at end of year2018-12-31$23,695,559
Value of total assets at beginning of year2018-12-31$25,948,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,543
Total interest from all sources2018-12-31$228,621
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$121,133
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$121,133
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
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$1,156,857
Participant contributions at end of year2018-12-31$776,954
Participant contributions at beginning of year2018-12-31$929,692
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$18,401
Other income not declared elsewhere2018-12-31$13,601
Administrative expenses (other) incurred2018-12-31$10,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,250,671
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,695,559
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,948,017
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$9,139,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,102,149
Value of interest in pooled separate accounts at end of year2018-12-31$3,841,869
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,890,858
Interest on participant loans2018-12-31$49,675
Interest earned on other investments2018-12-31$178,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,937,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,025,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-770,639
Net investment gain/loss from pooled separate accounts2018-12-31$-138,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$34,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,892,335
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,803,853
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,697,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,681,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,205,774
Value of total assets at end of year2017-12-31$25,948,017
Value of total assets at beginning of year2017-12-31$23,841,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,254
Total interest from all sources2017-12-31$224,904
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$101,525
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$101,525
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
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$1,143,977
Participant contributions at end of year2017-12-31$929,692
Participant contributions at beginning of year2017-12-31$1,055,529
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$54,465
Other income not declared elsewhere2017-12-31$12,858
Administrative expenses (other) incurred2017-12-31$16,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,106,040
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,948,017
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,841,977
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$10,102,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,335,158
Value of interest in pooled separate accounts at end of year2017-12-31$3,890,858
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,286,651
Interest on participant loans2017-12-31$50,286
Interest earned on other investments2017-12-31$174,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,025,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,164,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,670,317
Net investment gain/loss from pooled separate accounts2017-12-31$588,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,681,559
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$18,078
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,470,441
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,762,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,748,687
Expenses. Certain deemed distributions of participant loans2016-12-31$528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,419,153
Value of total assets at end of year2016-12-31$23,841,977
Value of total assets at beginning of year2016-12-31$23,152,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,263
Total interest from all sources2016-12-31$232,845
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$105,664
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$105,664
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,337,500
Participant contributions at end of year2016-12-31$1,055,529
Participant contributions at beginning of year2016-12-31$1,134,687
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$81,653
Other income not declared elsewhere2016-12-31$12,921
Administrative expenses (other) incurred2016-12-31$13,263
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$707,963
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,841,977
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,152,092
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$8,335,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,131,011
Value of interest in pooled separate accounts at end of year2016-12-31$3,286,651
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,511,255
Interest on participant loans2016-12-31$53,600
Interest earned on other investments2016-12-31$179,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,164,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,375,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$718,139
Net investment gain/loss from pooled separate accounts2016-12-31$-18,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,748,687
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$132,614
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,703,115
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,552,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,542,940
Expenses. Certain deemed distributions of participant loans2015-12-31$-3,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,396,844
Value of total assets at end of year2015-12-31$23,152,092
Value of total assets at beginning of year2015-12-31$23,134,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,265
Total interest from all sources2015-12-31$246,111
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$86,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$86,907
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,298,169
Participant contributions at end of year2015-12-31$1,134,687
Participant contributions at beginning of year2015-12-31$1,132,132
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$98,675
Other income not declared elsewhere2015-12-31$13,040
Administrative expenses (other) incurred2015-12-31$13,265
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$150,364
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,152,092
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,134,342
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$7,131,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,584,495
Value of interest in pooled separate accounts at end of year2015-12-31$3,511,255
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,671,156
Interest on participant loans2015-12-31$59,041
Interest earned on other investments2015-12-31$187,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,375,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,746,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-47,489
Net investment gain/loss from pooled separate accounts2015-12-31$7,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,542,940
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 name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$3,019
Total transfer of assets from this plan2014-12-31$7,241
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,405,013
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,762,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,700,779
Expenses. Certain deemed distributions of participant loans2014-12-31$32,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,421,014
Value of total assets at end of year2014-12-31$23,134,342
Value of total assets at beginning of year2014-12-31$23,496,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,531
Total interest from all sources2014-12-31$249,383
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$69,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$69,781
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,369,249
Participant contributions at end of year2014-12-31$1,132,132
Participant contributions at beginning of year2014-12-31$1,115,041
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$51,765
Other income not declared elsewhere2014-12-31$9,067
Administrative expenses (other) incurred2014-12-31$29,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-357,606
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,134,342
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,496,170
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$7,584,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,995,224
Value of interest in pooled separate accounts at end of year2014-12-31$3,671,156
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,302,298
Interest on participant loans2014-12-31$56,351
Interest earned on other investments2014-12-31$193,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,746,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,083,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$360,333
Net investment gain/loss from pooled separate accounts2014-12-31$295,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,700,779
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 name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$31,311
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,132,159
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,997,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,986,711
Expenses. Certain deemed distributions of participant loans2013-12-31$324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,376,049
Value of total assets at end of year2013-12-31$23,496,170
Value of total assets at beginning of year2013-12-31$21,392,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,445
Total interest from all sources2013-12-31$273,378
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$40,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$40,132
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,376,049
Participant contributions at end of year2013-12-31$1,115,041
Participant contributions at beginning of year2013-12-31$1,263,164
Other income not declared elsewhere2013-12-31$16,822
Administrative expenses (other) incurred2013-12-31$10,445
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$2,134,679
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,496,170
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,392,802
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$5,995,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$655,730
Value of interest in pooled separate accounts at end of year2013-12-31$5,302,298
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,594,858
Interest on participant loans2013-12-31$55,167
Interest earned on other investments2013-12-31$218,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,083,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,879,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,114,158
Net investment gain/loss from pooled separate accounts2013-12-31$1,311,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,986,711
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 name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$113,956
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,847,321
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,355,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,307,275
Expenses. Certain deemed distributions of participant loans2012-12-31$47,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,344,333
Value of total assets at end of year2012-12-31$21,392,802
Value of total assets at beginning of year2012-12-31$21,014,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$587
Total interest from all sources2012-12-31$335,816
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,855
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,307,186
Participant contributions at end of year2012-12-31$1,263,164
Participant contributions at beginning of year2012-12-31$1,339,295
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$52,071
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$37,147
Other income not declared elsewhere2012-12-31$11,673
Administrative expenses (other) incurred2012-12-31$587
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$492,161
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,392,802
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,014,597
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$655,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$609,309
Value of interest in pooled separate accounts at end of year2012-12-31$8,594,858
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,895,754
Interest on participant loans2012-12-31$63,274
Interest earned on other investments2012-12-31$272,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,879,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$12,118,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$22
Net investment gain/loss from pooled separate accounts2012-12-31$1,152,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,307,275
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 name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$13,985
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$1,556,159
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,498,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,491,890
Expenses. Certain deemed distributions of participant loans2011-12-31$836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,377,531
Value of total assets at end of year2011-12-31$21,014,597
Value of total assets at beginning of year2011-12-31$20,970,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,615
Total interest from all sources2011-12-31$368,976
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$32
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$32
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,309,882
Participant contributions at end of year2011-12-31$1,339,295
Participant contributions at beginning of year2011-12-31$1,063,651
Participant contributions at end of year2011-12-31$52,071
Participant contributions at beginning of year2011-12-31$46,905
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$67,649
Other income not declared elsewhere2011-12-31$5,735
Administrative expenses (other) incurred2011-12-31$5,615
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$57,818
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,014,597
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,970,764
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$609,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$288,526
Value of interest in pooled separate accounts at end of year2011-12-31$6,895,754
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,239,797
Interest on participant loans2011-12-31$57,062
Interest earned on other investments2011-12-31$311,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$12,118,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$11,331,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-33,300
Net investment gain/loss from pooled separate accounts2011-12-31$-162,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,491,890
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 name2011-12-31PRICEWATERHOUSECOOPER LLP
Accountancy firm EIN2011-12-31134008324
2010 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 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$2,623,379
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$931,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$926,779
Expenses. Certain deemed distributions of participant loans2010-12-31$4,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,290,938
Value of total assets at end of year2010-12-31$20,970,764
Value of total assets at beginning of year2010-12-31$19,279,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$515
Total interest from all sources2010-12-31$370,723
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$34
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$34
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,288,790
Participant contributions at end of year2010-12-31$1,063,651
Participant contributions at beginning of year2010-12-31$1,095,310
Participant contributions at end of year2010-12-31$46,905
Participant contributions at beginning of year2010-12-31$43,841
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,148
Administrative expenses (other) incurred2010-12-31$515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,691,530
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,970,764
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,279,234
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 end of year2010-12-31$288,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$281,355
Value of interest in pooled separate accounts at end of year2010-12-31$8,239,797
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,389,736
Interest on participant loans2010-12-31$47,368
Interest earned on other investments2010-12-31$323,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$11,331,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$10,468,992
Net investment gain/loss from pooled separate accounts2010-12-31$961,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$926,779
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 name2010-12-31PRICEWATERHOUSECOOPER LLP
Accountancy firm EIN2010-12-31134008324
2009 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 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 UPI 401(K) PLAN

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039193
Policy instance 1
Insurance contract or identification number039193
Number of Individuals Covered519
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039193
Policy instance 1
Insurance contract or identification number039193
Number of Individuals Covered548
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039193
Policy instance 1
Insurance contract or identification number039193
Number of Individuals Covered518
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039193
Policy instance 1
Insurance contract or identification number039193
Number of Individuals Covered515
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039193
Policy instance 1
Insurance contract or identification number039193
Number of Individuals Covered510
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39193-002
Policy instance 1
Insurance contract or identification number39193-002
Number of Individuals Covered521
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39193-002
Policy instance 1
Insurance contract or identification number39193-002
Number of Individuals Covered547
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39193-002
Policy instance 1
Insurance contract or identification number39193-002
Number of Individuals Covered575
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39193-002
Policy instance 1
Insurance contract or identification number39193-002
Number of Individuals Covered552
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39193-002
Policy instance 1
Insurance contract or identification number39193-002
Number of Individuals Covered565
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39193-002
Policy instance 1
Insurance contract or identification number39193-002
Number of Individuals Covered567
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39193-002
Policy instance 1
Insurance contract or identification number39193-002
Number of Individuals Covered584
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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

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