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NATIONAL FARMERS UNION UNIFORM PENSION PLAN 401k Plan overview

Plan NameNATIONAL FARMERS UNION UNIFORM PENSION PLAN
Plan identification number 001

NATIONAL FARMERS UNION UNIFORM PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

CALIFORNIA FARMERS UNION, INC. has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA FARMERS UNION, INC.
Employer identification number (EIN):770483659
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL FARMERS UNION UNIFORM PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01ROGER JOHNSON2019-04-24
0012016-01-01
0012015-01-01
0012014-01-01LAURIE HARMON, AS PRACTITIONER
0012013-01-01LAURIE HARMON, AS PRACTITIONER
0012012-01-01LAURIE HARMON, AS PRACTITIONER
0012011-01-01ELOISE OWENS
0012010-01-01ELOISE OWENS
0012009-01-01ELOISE OWENS
0012007-01-01ELOISE OWENS
0012007-01-01ELOISE OWENS

Plan Statistics for NATIONAL FARMERS UNION UNIFORM PENSION PLAN

401k plan membership statisitcs for NATIONAL FARMERS UNION UNIFORM PENSION PLAN

Measure Date Value
2017: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-318,536
Acturial value of plan assets2016-12-319,390
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-3125,008
Number of active participants2016-12-311
Total funding liabilities for active participants2016-12-3125,008
Total participant count2016-12-311
Total funding target for all participants2016-12-3125,008
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3113,500
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-314,384
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-317,880
Unpaid minimum required contributions for all prior years2016-12-314,384
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-314,384
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-316,375
Net shortfall amortization installment of oustanding balance2016-12-3115,618
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-317,712
Additional cash requirement2016-12-317,712
Contributions allocatedtoward minimum required contributions for current year2016-12-317,880
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011
2009: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
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 participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-011
Total number of active participants reported on line 7a of the Form 55002007-01-011
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on NATIONAL FARMERS UNION UNIFORM PENSION PLAN

Measure Date Value
2017 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2017 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-05-31$0
2016 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$13,679
Expenses. Total of all expenses incurred2016-12-31$9,918
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$12,297
Total plan assets at beginning of year2016-12-31$8,536
Value of fidelity bond covering the plan2016-12-31$3,000,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$69
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$179
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$3,761
Net plan assets at end of year (total assets less liabilities)2016-12-31$12,297
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$8,536
Total contributions received or receivable from employer(s)2016-12-31$13,500
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$9,849
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-23
Expenses. Total of all expenses incurred2015-12-31$6,922
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$8,536
Total plan assets at beginning of year2015-12-31$15,481
Value of fidelity bond covering the plan2015-12-31$3,000,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-653
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-6,945
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,536
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$15,481
Total contributions received or receivable from employer(s)2015-12-31$630
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,922
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$648
Expenses. Total of all expenses incurred2014-12-31$7,471
Total plan assets at end of year2014-12-31$15,481
Total plan assets at beginning of year2014-12-31$22,304
Value of fidelity bond covering the plan2014-12-31$3,000,000
Other income received2014-12-31$648
Net income (gross income less expenses)2014-12-31$-6,823
Net plan assets at end of year (total assets less liabilities)2014-12-31$15,481
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$22,304
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,471
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$5,895
Expenses. Total of all expenses incurred2013-12-31$5,192
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$22,304
Total plan assets at beginning of year2013-12-31$21,601
Value of fidelity bond covering the plan2013-12-31$3,000,000
Other income received2013-12-31$2,895
Net income (gross income less expenses)2013-12-31$703
Net plan assets at end of year (total assets less liabilities)2013-12-31$22,304
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$21,601
Total contributions received or receivable from employer(s)2013-12-31$3,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,192
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$3
Total income from all sources2012-12-31$4,074
Expenses. Total of all expenses incurred2012-12-31$142
Total plan assets at end of year2012-12-31$21,601
Total plan assets at beginning of year2012-12-31$17,672
Value of fidelity bond covering the plan2012-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$142
Other income received2012-12-31$2,074
Net income (gross income less expenses)2012-12-31$3,932
Net plan assets at end of year (total assets less liabilities)2012-12-31$21,601
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$17,669
Total contributions received or receivable from employer(s)2012-12-31$2,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$3
Total plan liabilities at beginning of year2011-12-31$9
Total income from all sources2011-12-31$3,470
Expenses. Total of all expenses incurred2011-12-31$1,944
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$17,672
Total plan assets at beginning of year2011-12-31$16,152
Value of fidelity bond covering the plan2011-12-31$3,000,000
Other income received2011-12-31$1,470
Net income (gross income less expenses)2011-12-31$1,526
Net plan assets at end of year (total assets less liabilities)2011-12-31$17,669
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$16,143
Total contributions received or receivable from employer(s)2011-12-31$2,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,944
2010 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$9
Total plan liabilities at beginning of year2010-12-31$9
Total income from all sources2010-12-31$2,766
Expenses. Total of all expenses incurred2010-12-31$2,015
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$16,152
Total plan assets at beginning of year2010-12-31$15,401
Value of fidelity bond covering the plan2010-12-31$3,000,000
Other income received2010-12-31$1,766
Net income (gross income less expenses)2010-12-31$751
Net plan assets at end of year (total assets less liabilities)2010-12-31$16,143
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$15,392
Total contributions received or receivable from employer(s)2010-12-31$1,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,015

Form 5500 Responses for NATIONAL FARMERS UNION UNIFORM PENSION PLAN

2017: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2007: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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