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ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 401k Plan overview

Plan NameASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION
Plan identification number 102

ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION P has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION P
Employer identification number (EIN):741069448
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1022023-01-01WINSTON MILES2024-10-09 DIANA MCCLAFERTY2024-10-09
1022022-01-01WINSTON MILES2023-09-30 DIANA MCCLAFERTY2023-09-30
1022021-01-01WINSTON MILES2022-07-25 DIANA MCCLAFERTY2022-09-21
1022020-01-01WINSTON MILES2021-09-24 JOHN MCCLAFERTY JR.2021-09-24
1022019-01-01WINSTON G MILES2020-10-12 JOHN C MCCLAFERTY JR.2020-10-12
1022018-01-01WINSTON G MILES2019-10-12 JOHN C MCCLAFERTY JR.2019-10-12
1022017-01-01WINSTON G MILES WINSTON G MILES2018-10-01
1022016-01-01TRACY GILLIS TRACY GILLIS2017-10-12
1022015-01-01TRACY GILLIS TRACY GILLIS2016-10-10
1022014-01-01TRACY GILLIS TRACY GILLIS2015-09-30
1022013-01-01TRACY GILLIS TRACY GILLIS2014-10-07
1022012-01-01TRACY GILLIS TRACY GILLIS2013-09-05
1022011-01-01TRACY GILLIS
1022009-01-01TRACY GILLIS

Plan Statistics for ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION

401k plan membership statisitcs for ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION

Measure Date Value
2023: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2023 401k membership
Total participants, beginning-of-year2023-01-01533
Total number of active participants reported on line 7a of the Form 55002023-01-0197
Number of retired or separated participants receiving benefits2023-01-0121
Number of other retired or separated participants entitled to future benefits2023-01-01531
Total of all active and inactive participants2023-01-01649
Total participants2023-01-01649
Number of participants with account balances2023-01-01583
Number of employers contributing to the scheme2023-01-018
2022: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2022 401k membership
Total participants, beginning-of-year2022-01-01498
Total number of active participants reported on line 7a of the Form 55002022-01-01451
Number of other retired or separated participants entitled to future benefits2022-01-0182
Total of all active and inactive participants2022-01-01533
Total participants2022-01-01533
Number of participants with account balances2022-01-01533
Number of employers contributing to the scheme2022-01-017
2021: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2021 401k membership
Total participants, beginning-of-year2021-01-01324
Total number of active participants reported on line 7a of the Form 55002021-01-01477
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0115
Total of all active and inactive participants2021-01-01498
Total participants2021-01-01498
Number of participants with account balances2021-01-01480
Number of employers contributing to the scheme2021-01-017
2020: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2020 401k membership
Total participants, beginning-of-year2020-01-01314
Total number of active participants reported on line 7a of the Form 55002020-01-01302
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-01324
Total participants2020-01-01324
Number of participants with account balances2020-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-015
2019: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2019 401k membership
Total participants, beginning-of-year2019-01-01317
Total number of active participants reported on line 7a of the Form 55002019-01-01300
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01314
Number of participants with account balances2019-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-015
2018: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2018 401k membership
Total participants, beginning-of-year2018-01-01306
Total number of active participants reported on line 7a of the Form 55002018-01-01307
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01317
Number of participants with account balances2018-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-015
2017: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2017 401k membership
Total participants, beginning-of-year2017-01-01303
Total number of active participants reported on line 7a of the Form 55002017-01-01299
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01306
Number of participants with account balances2017-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-015
2016: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2016 401k membership
Total participants, beginning-of-year2016-01-01298
Total number of active participants reported on line 7a of the Form 55002016-01-01298
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01303
Number of participants with account balances2016-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-015
2015: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2015 401k membership
Total participants, beginning-of-year2015-01-01281
Total number of active participants reported on line 7a of the Form 55002015-01-01293
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01298
Number of participants with account balances2015-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-015
2014: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2014 401k membership
Total participants, beginning-of-year2014-01-01274
Total number of active participants reported on line 7a of the Form 55002014-01-01272
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01280
Number of participants with account balances2014-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
Number of employers contributing to the scheme2014-01-015
2013: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2013 401k membership
Total participants, beginning-of-year2013-01-01273
Total number of active participants reported on line 7a of the Form 55002013-01-01269
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01274
Number of participants with account balances2013-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-015
2012: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2012 401k membership
Total participants, beginning-of-year2012-01-01269
Total number of active participants reported on line 7a of the Form 55002012-01-01268
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01273
Number of participants with account balances2012-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-015
2011: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2011 401k membership
Total participants, beginning-of-year2011-01-01252
Total number of active participants reported on line 7a of the Form 55002011-01-01265
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01269
Number of participants with account balances2011-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-015
2009: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2009 401k membership
Total participants, beginning-of-year2009-01-01218
Total number of active participants reported on line 7a of the Form 55002009-01-01234
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01235
Number of participants with account balances2009-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013
Number of employers contributing to the scheme2009-01-014

Financial Data on ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION

Measure Date Value
2023 : ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$61,046
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$11,724
Total income from all sources (including contributions)2023-12-31$4,570,198
Total loss/gain on sale of assets2023-12-31$3,471,927
Total of all expenses incurred2023-12-31$1,029,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$793,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$812,036
Value of total assets at end of year2023-12-31$25,255,958
Value of total assets at beginning of year2023-12-31$21,665,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$235,199
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$685,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$685,676
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$359,441
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$467,572
Liabilities. Value of operating payables at end of year2023-12-31$61,046
Liabilities. Value of operating payables at beginning of year2023-12-31$11,724
Total non interest bearing cash at end of year2023-12-31$286,081
Total non interest bearing cash at beginning of year2023-12-31$979,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,541,082
Value of net assets at end of year (total assets less liabilities)2023-12-31$25,194,912
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$21,653,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$153,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$22,715,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$20,354,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,717,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$143,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$143,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$-399,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$452,595
Employer contributions (assets) at end of year2023-12-31$62,449
Employer contributions (assets) at beginning of year2023-12-31$187,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$793,917
Contract administrator fees2023-12-31$19,275
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$6,555
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$23,346,663
Aggregate carrying amount (costs) on sale of assets2023-12-31$19,874,736
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2023-12-31208739519
2022 : ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,200
Total income from all sources (including contributions)2022-12-31$-963,950
Total of all expenses incurred2022-12-31$2,012,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,657,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,787,521
Value of total assets at end of year2022-12-31$21,665,554
Value of total assets at beginning of year2022-12-31$24,642,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$354,709
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,269,449
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$2,269,449
Administrative expenses professional fees incurred2022-12-31$47,213
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$25,000
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,440,522
Administrative expenses (other) incurred2022-12-31$2,842
Liabilities. Value of operating payables at end of year2022-12-31$11,724
Liabilities. Value of operating payables at beginning of year2022-12-31$12,200
Total non interest bearing cash at end of year2022-12-31$979,317
Total non interest bearing cash at beginning of year2022-12-31$719,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,976,279
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,653,830
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,630,109
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
Investment advisory and management fees2022-12-31$285,877
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,354,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,041,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$143,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,226,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,020,920
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$321,999
Employer contributions (assets) at end of year2022-12-31$187,923
Employer contributions (assets) at beginning of year2022-12-31$655,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,657,620
Contract administrator fees2022-12-31$18,777
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2022-12-31208739519
2021 : ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,959
Total income from all sources (including contributions)2021-12-31$6,127,935
Total of all expenses incurred2021-12-31$2,435,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,204,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,224,373
Value of total assets at end of year2021-12-31$24,642,309
Value of total assets at beginning of year2021-12-31$20,956,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$230,820
Total interest from all sources2021-12-31$55,925
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,951,550
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$1,951,550
Administrative expenses professional fees incurred2021-12-31$15,617
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$25,000
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,669,842
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$52,137
Administrative expenses (other) incurred2021-12-31$6,303
Liabilities. Value of operating payables at end of year2021-12-31$12,200
Liabilities. Value of operating payables at beginning of year2021-12-31$18,959
Total non interest bearing cash at end of year2021-12-31$719,758
Total non interest bearing cash at beginning of year2021-12-31$72,826
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$3,692,144
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,630,109
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,937,965
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
Investment advisory and management fees2021-12-31$195,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,041,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,037,514
Interest earned on other investments2021-12-31$55,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,226,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,777,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$896,087
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$529,531
Employer contributions (assets) at end of year2021-12-31$655,134
Employer contributions (assets) at beginning of year2021-12-31$16,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,204,971
Contract administrator fees2021-12-31$13,293
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2021-12-31208739519
2020 : ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,959
Total income from all sources (including contributions)2020-12-31$3,214,368
Total of all expenses incurred2020-12-31$1,288,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,169,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$451,577
Value of total assets at end of year2020-12-31$20,956,924
Value of total assets at beginning of year2020-12-31$19,011,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$118,923
Total interest from all sources2020-12-31$72,821
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$706,037
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$706,037
Administrative expenses professional fees incurred2020-12-31$35,505
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$25,332
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$52,137
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$51,335
Administrative expenses (other) incurred2020-12-31$12,117
Liabilities. Value of operating payables at end of year2020-12-31$18,959
Total non interest bearing cash at end of year2020-12-31$72,826
Total non interest bearing cash at beginning of year2020-12-31$169,406
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
Income. Non cash contributions2020-12-31$166,243
Value of net income/loss2020-12-31$1,926,013
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,937,965
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,011,952
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
Investment advisory and management fees2020-12-31$57,633
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,037,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,897,684
Interest earned on other investments2020-12-31$72,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,777,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,866,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,983,933
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$260,002
Employer contributions (assets) at end of year2020-12-31$16,952
Employer contributions (assets) at beginning of year2020-12-31$27,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,169,432
Contract administrator fees2020-12-31$13,668
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2020-12-31208739519
2019 : ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,427
Total income from all sources (including contributions)2019-12-31$3,936,365
Total of all expenses incurred2019-12-31$1,189,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,099,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$560,005
Value of total assets at end of year2019-12-31$19,011,952
Value of total assets at beginning of year2019-12-31$16,267,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$90,455
Total interest from all sources2019-12-31$85,215
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,100,522
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$1,100,522
Administrative expenses professional fees incurred2019-12-31$44,436
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$254,316
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$51,335
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$133,929
Administrative expenses (other) incurred2019-12-31$1,838
Liabilities. Value of operating payables at beginning of year2019-12-31$2,427
Total non interest bearing cash at end of year2019-12-31$169,406
Total non interest bearing cash at beginning of year2019-12-31$27,613
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$2,746,413
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,011,952
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,265,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$42,181
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,897,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,453,580
Interest earned on other investments2019-12-31$85,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,866,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,629,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,190,623
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$305,689
Employer contributions (assets) at end of year2019-12-31$27,201
Employer contributions (assets) at beginning of year2019-12-31$22,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,099,497
Contract administrator fees2019-12-31$2,000
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 name2019-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2019-12-31208739519
2018 : ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,427
Total income from all sources (including contributions)2018-12-31$-341,290
Total of all expenses incurred2018-12-31$703,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$650,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$593,338
Value of total assets at end of year2018-12-31$16,267,966
Value of total assets at beginning of year2018-12-31$17,310,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,519
Total interest from all sources2018-12-31$80,083
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$988,934
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$988,934
Administrative expenses professional fees incurred2018-12-31$10,417
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$269,278
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$133,929
Administrative expenses (other) incurred2018-12-31$34
Liabilities. Value of operating payables at end of year2018-12-31$2,427
Total non interest bearing cash at end of year2018-12-31$27,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,045,271
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,265,539
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,310,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$41,868
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,453,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,916,226
Interest earned on other investments2018-12-31$80,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,629,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,394,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,003,645
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$324,060
Employer contributions (assets) at end of year2018-12-31$22,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$650,462
Contract administrator fees2018-12-31$1,200
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2018-12-31208739519
2017 : ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,763,574
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$624,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$610,479
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$570,746
Value of total assets at end of year2017-12-31$17,310,810
Value of total assets at beginning of year2017-12-31$15,171,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,949
Total interest from all sources2017-12-31$73,123
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$878,514
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$878,514
Administrative expenses professional fees incurred2017-12-31$9,387
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,139,146
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,310,810
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,171,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,916,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,673,830
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$73,123
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,394,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,497,834
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,241,191
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$570,746
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$610,479
Contract administrator fees2017-12-31$1,140
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 name2017-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2017-12-31742920819
2016 : ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,555,354
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$916,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$903,555
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$496,054
Value of total assets at end of year2016-12-31$15,171,664
Value of total assets at beginning of year2016-12-31$14,532,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,706
Total interest from all sources2016-12-31$63,305
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$485,560
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$485,560
Administrative expenses professional fees incurred2016-12-31$11,506
Was this plan covered by a fidelity bond2016-12-31No
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$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$639,093
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,171,664
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,532,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,673,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,011,302
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$63,305
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,497,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,521,269
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$510,435
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$496,054
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$903,555
Contract administrator fees2016-12-31$1,200
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 name2016-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2016-12-31742920819
2015 : ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$458,725
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$844,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$833,429
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$549,875
Value of total assets at end of year2015-12-31$14,532,571
Value of total assets at beginning of year2015-12-31$14,918,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,745
Total interest from all sources2015-12-31$49,574
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$639,424
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$639,424
Administrative expenses professional fees incurred2015-12-31$9,555
Was this plan covered by a fidelity bond2015-12-31No
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-385,449
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,532,571
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,918,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,011,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,243,062
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$49,574
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,521,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,674,958
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-780,148
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$549,875
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$833,429
Contract administrator fees2015-12-31$1,115
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 name2015-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2015-12-31742920819
2014 : ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,251,109
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$632,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$612,413
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$408,773
Value of total assets at end of year2014-12-31$14,918,020
Value of total assets at beginning of year2014-12-31$14,299,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,560
Total interest from all sources2014-12-31$46,954
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,091,585
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$1,091,585
Administrative expenses professional fees incurred2014-12-31$14,099
Was this plan covered by a fidelity bond2014-12-31No
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$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$4,250
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$618,136
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,918,020
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,299,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,243,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,779,944
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$46,954
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,674,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,519,940
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-296,203
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$408,773
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$612,413
Contract administrator fees2014-12-31$2,211
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 name2014-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2014-12-31742920819
2013 : ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,852,701
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$983,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$972,222
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$469,775
Value of total assets at end of year2013-12-31$14,299,884
Value of total assets at beginning of year2013-12-31$12,430,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,298
Total interest from all sources2013-12-31$49,151
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$612,754
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$612,754
Administrative expenses professional fees incurred2013-12-31$10,218
Was this plan covered by a fidelity bond2013-12-31No
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$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,869,181
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,299,884
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,430,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,779,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,430,309
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$49,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,519,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,000,394
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,721,021
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
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
Contributions received in cash from employer2013-12-31$469,775
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$972,222
Contract administrator fees2013-12-31$1,080
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2013-12-31742920819
2012 : ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,759,082
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$206,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$193,744
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$398,580
Value of total assets at end of year2012-12-31$12,430,703
Value of total assets at beginning of year2012-12-31$10,877,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,418
Total interest from all sources2012-12-31$62,536
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$377,893
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$377,893
Administrative expenses professional fees incurred2012-12-31$11,798
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,552,920
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,430,703
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,877,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,430,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,916,063
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$62,536
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,000,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,961,720
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$920,073
Net investment gain or loss from common/collective trusts2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$398,580
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$193,744
Contract administrator fees2012-12-31$620
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 name2012-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2012-12-31742920819
2011 : ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$506,050
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$655,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$641,451
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$592,220
Value of total assets at end of year2011-12-31$10,877,783
Value of total assets at beginning of year2011-12-31$11,027,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,995
Total interest from all sources2011-12-31$61,938
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$380,687
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$380,687
Administrative expenses professional fees incurred2011-12-31$12,335
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$36,376
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-149,396
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,877,783
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,027,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,916,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,025,471
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$61,938
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,961,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,001,708
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-528,795
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$555,844
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$641,451
Contract administrator fees2011-12-31$660
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 name2011-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2011-12-31742920819
2010 : ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,753,370
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$315,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$305,720
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$471,682
Value of total assets at end of year2010-12-31$11,027,179
Value of total assets at beginning of year2010-12-31$9,588,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,300
Total interest from all sources2010-12-31$35,871
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$245,488
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$245,488
Administrative expenses professional fees incurred2010-12-31$2,898
Was this plan covered by a fidelity bond2010-12-31No
Value of fidelity bond cover2010-12-31$500,000
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$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Administrative expenses (other) incurred2010-12-31$5,702
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$1,438,350
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,027,179
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,588,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,025,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,757,136
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$35,871
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,001,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$831,693
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,000,329
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$471,682
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$305,720
Contract administrator fees2010-12-31$700
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 name2010-12-31ATCHLEY & ASSOCIATES
Accountancy firm EIN2010-12-31742920819
2009 : ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 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 ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION

2023: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
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: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
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: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
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: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
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: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
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: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2017 form 5500 responses
2017-01-01Type of plan entityMulti-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: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2016 form 5500 responses
2016-01-01Type of plan entityMulti-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: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2015 form 5500 responses
2015-01-01Type of plan entityMulti-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: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2014 form 5500 responses
2014-01-01Type of plan entityMulti-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: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2013 form 5500 responses
2013-01-01Type of plan entityMulti-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: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2012 form 5500 responses
2012-01-01Type of plan entityMulti-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: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2011 form 5500 responses
2011-01-01Type of plan entityMulti-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: ASBESTOS WORKERS LOCAL NO. 87 DEFINED CONTRIBUTION 2009 form 5500 responses
2009-01-01Type of plan entityMulti-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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60344
Policy instance 1
Insurance contract or identification numberMR 60344
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60344
Policy instance 1
Insurance contract or identification numberMR 60344
Number of Individuals Covered477
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60344
Policy instance 1
Insurance contract or identification numberMR 60344
Number of Individuals Covered320
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60344
Policy instance 1
Insurance contract or identification numberMR 60344
Number of Individuals Covered314
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60344
Policy instance 1
Insurance contract or identification numberMR 60344
Number of Individuals Covered317
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60344
Policy instance 1
Insurance contract or identification numberMR 60344
Number of Individuals Covered306
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,405
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
Commission paid to Insurance BrokerUSD $5,509
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60344
Policy instance 1
Insurance contract or identification numberMR 60344
Number of Individuals Covered298
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,448
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
Commission paid to Insurance BrokerUSD $4,448
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60344
Policy instance 1
Insurance contract or identification numberMR 60344
Number of Individuals Covered280
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,687
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
Commission paid to Insurance BrokerUSD $4,687
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60344
Policy instance 1
Insurance contract or identification numberMR 60344
Number of Individuals Covered274
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,040
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
Commission paid to Insurance BrokerUSD $5,040
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60344
Policy instance 1
Insurance contract or identification numberMR 60344
Number of Individuals Covered272
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,770
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
Commission paid to Insurance BrokerUSD $5,770
Insurance broker organization code?1
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60344
Policy instance 1
Insurance contract or identification numberMR 60344
Number of Individuals Covered269
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,579
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60344
Policy instance 1
Insurance contract or identification numberMR 60344
Number of Individuals Covered252
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,629
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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