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MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 401k Plan overview

Plan NameMOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST
Plan identification number 002

MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST Benefits

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

401k Sponsoring company profile

DBA EMPLOYERS COUNCIL has sponsored the creation of one or more 401k plans.

Company Name:DBA EMPLOYERS COUNCIL
Employer identification number (EIN):840172643
NAIC Classification:541600

Additional information about DBA EMPLOYERS COUNCIL

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1939-05-11
Company Identification Number: 19871110119
Legal Registered Office Address: 1290 N Broadway Ste 1500

Denver
United States of America (USA)
80203

More information about DBA EMPLOYERS COUNCIL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KIM KOY2024-10-03 KIM KOY2024-10-03
0022022-01-01JULIE A. MCLAUGHLIN2023-09-25 JULIE A. MCLAUGHLIN2023-09-25
0022021-01-01JULIE A. MCLAUGHLIN2022-10-02 JULIE A. MCLAUGHLIN2022-10-02
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JULIE MCLAUGHLIN JULIE MCLAUGHLIN2018-09-20
0022016-01-01JULIE MCLAUGHLIN JULIE MCLAUGHLIN2017-10-06
0022015-01-01JULIE MCLAUGHLIN JULIE MCLAUGHLIN2016-10-05
0022014-01-01JULIE MCLAUGHLIN JULIE MCLAUGHLIN2015-10-14
0022013-01-01JULIE MCLAUGHLIN JULIE MCLAUGHLIN2014-10-14
0022012-01-01JULIE MCLAUGHLIN JULIE MCLAUGHLIN2013-10-12
0022011-01-01JULIE MCLAUGHLIN JULIE MCLAUGHLIN2012-10-10
0022009-01-01JULIE MCLAUGHLIN JULIE MCLAUGHLIN2010-10-08

Plan Statistics for MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST

401k plan membership statisitcs for MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST

Measure Date Value
2023: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01234
Total number of active participants reported on line 7a of the Form 55002023-01-01111
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0193
Total of all active and inactive participants2023-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01206
Number of participants with account balances2023-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-017
2022: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01226
Total number of active participants reported on line 7a of the Form 55002022-01-01140
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0192
Total of all active and inactive participants2022-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01234
Number of participants with account balances2022-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01240
Total number of active participants reported on line 7a of the Form 55002021-01-01139
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0186
Total of all active and inactive participants2021-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01226
Number of participants with account balances2021-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01259
Total number of active participants reported on line 7a of the Form 55002020-01-01154
Number of other retired or separated participants entitled to future benefits2020-01-0185
Total of all active and inactive participants2020-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01240
Number of participants with account balances2020-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01242
Total number of active participants reported on line 7a of the Form 55002019-01-01183
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0171
Total of all active and inactive participants2019-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01255
Number of participants with account balances2019-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01224
Total number of active participants reported on line 7a of the Form 55002018-01-01176
Number of retired or separated participants receiving benefits2018-01-0166
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01242
Number of participants with account balances2018-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01222
Total number of active participants reported on line 7a of the Form 55002017-01-01169
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01224
Number of participants with account balances2017-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01203
Total number of active participants reported on line 7a of the Form 55002016-01-01172
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01222
Number of participants with account balances2016-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01197
Total number of active participants reported on line 7a of the Form 55002015-01-01154
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0149
Total of all active and inactive participants2015-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01203
Number of participants with account balances2015-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01208
Total number of active participants reported on line 7a of the Form 55002014-01-01153
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01197
Number of participants with account balances2014-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01202
Total number of active participants reported on line 7a of the Form 55002013-01-01142
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0165
Total of all active and inactive participants2013-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01208
Number of participants with account balances2013-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01199
Total number of active participants reported on line 7a of the Form 55002012-01-01142
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01202
Number of participants with account balances2012-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01195
Total number of active participants reported on line 7a of the Form 55002011-01-01149
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01199
Number of participants with account balances2011-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01185
Total number of active participants reported on line 7a of the Form 55002009-01-01138
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01190
Number of participants with account balances2009-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST

Measure Date Value
2023 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,449,647
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,963,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,947,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,192,548
Value of total assets at end of year2023-12-31$20,765,373
Value of total assets at beginning of year2023-12-31$20,279,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$16,430
Total interest from all sources2023-12-31$32,756
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$345,315
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$345,315
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$701,443
Participant contributions at end of year2023-12-31$212,153
Participant contributions at beginning of year2023-12-31$242,995
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$870
Total non interest bearing cash at beginning of year2023-12-31$691
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$485,801
Value of net assets at end of year (total assets less liabilities)2023-12-31$20,765,373
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$20,279,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$11,910,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$11,446,929
Interest on participant loans2023-12-31$11,111
Value of interest in common/collective trusts at end of year2023-12-31$8,126,933
Value of interest in common/collective trusts at beginning of year2023-12-31$8,195,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$515,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$393,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$393,243
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$21,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,834,976
Net investment gain or loss from common/collective trusts2023-12-31$1,044,052
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 contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$491,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,947,416
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31EIDE BAILLY LLP
Accountancy firm EIN2023-12-31450250958
2022 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,171,967
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,221,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,204,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,235,788
Value of total assets at end of year2022-12-31$20,279,572
Value of total assets at beginning of year2022-12-31$29,672,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$16,661
Total interest from all sources2022-12-31$17,365
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$631,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$16,661
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$724,289
Participant contributions at end of year2022-12-31$242,995
Participant contributions at beginning of year2022-12-31$259,745
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$22,431
Total non interest bearing cash at end of year2022-12-31$691
Total non interest bearing cash at beginning of year2022-12-31$984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,393,380
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,279,572
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,672,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,446,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,874,991
Interest on participant loans2022-12-31$11,325
Value of interest in common/collective trusts at end of year2022-12-31$8,195,714
Value of interest in common/collective trusts at beginning of year2022-12-31$11,084,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$393,243
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$453,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$453,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,454,187
Net investment gain or loss from common/collective trusts2022-12-31$-1,602,438
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$489,068
Income. Dividends from preferred stock2022-12-31$631,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,204,752
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31450250958
2021 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,310,502
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,730,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,714,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,305,616
Value of total assets at end of year2021-12-31$29,672,952
Value of total assets at beginning of year2021-12-31$28,093,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,383
Total interest from all sources2021-12-31$12,005
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,201,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$16,383
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$755,714
Participant contributions at end of year2021-12-31$259,745
Participant contributions at beginning of year2021-12-31$257,754
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$36,413
Total non interest bearing cash at end of year2021-12-31$984
Total non interest bearing cash at beginning of year2021-12-31$371
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$1,579,679
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,672,952
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,093,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,874,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,166,383
Interest on participant loans2021-12-31$11,917
Value of interest in common/collective trusts at end of year2021-12-31$11,084,218
Value of interest in common/collective trusts at beginning of year2021-12-31$9,348,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$453,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,320,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,320,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$88
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,800,953
Net investment gain or loss from common/collective trusts2021-12-31$989,951
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$513,489
Income. Dividends from preferred stock2021-12-31$1,201,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,714,440
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,252,262
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,171,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,153,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,248,535
Value of total assets at end of year2020-12-31$28,093,273
Value of total assets at beginning of year2020-12-31$30,012,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,868
Total interest from all sources2020-12-31$16,578
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$668,835
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$668,835
Administrative expenses professional fees incurred2020-12-31$17,868
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$771,558
Participant contributions at end of year2020-12-31$257,754
Participant contributions at beginning of year2020-12-31$284,841
Total non interest bearing cash at end of year2020-12-31$371
Total non interest bearing cash at beginning of year2020-12-31$1,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,919,584
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,093,273
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,012,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,166,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,059,863
Interest on participant loans2020-12-31$14,320
Value of interest in common/collective trusts at end of year2020-12-31$9,348,130
Value of interest in common/collective trusts at beginning of year2020-12-31$9,363,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,320,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$303,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$303,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,366,219
Net investment gain or loss from common/collective trusts2020-12-31$952,095
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$476,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,153,978
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 name2020-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,773,657
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,333,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,318,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,662,720
Value of total assets at end of year2019-12-31$30,012,857
Value of total assets at beginning of year2019-12-31$25,573,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,714
Total interest from all sources2019-12-31$13,720
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,081,977
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$1,081,977
Administrative expenses professional fees incurred2019-12-31$15,714
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$918,775
Participant contributions at end of year2019-12-31$284,841
Participant contributions at beginning of year2019-12-31$240,178
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$148,670
Total non interest bearing cash at end of year2019-12-31$1,844
Total non interest bearing cash at beginning of year2019-12-31$397
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$4,439,816
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,012,857
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,573,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,059,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,054,712
Interest on participant loans2019-12-31$13,720
Value of interest in common/collective trusts at end of year2019-12-31$9,363,215
Value of interest in common/collective trusts at beginning of year2019-12-31$7,027,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$303,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$250,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$250,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,849,427
Net investment gain or loss from common/collective trusts2019-12-31$1,165,813
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$595,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,318,127
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 name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$485,464
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,698,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,681,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,846,834
Value of total assets at end of year2018-12-31$25,573,041
Value of total assets at beginning of year2018-12-31$26,785,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,288
Total interest from all sources2018-12-31$13,124
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,323,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$16,288
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$936,023
Participant contributions at end of year2018-12-31$240,178
Participant contributions at beginning of year2018-12-31$242,974
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$298,853
Total non interest bearing cash at end of year2018-12-31$397
Total non interest bearing cash at beginning of year2018-12-31$590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,212,599
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,573,041
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,785,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,054,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,555,806
Interest on participant loans2018-12-31$10,027
Value of interest in common/collective trusts at end of year2018-12-31$7,027,240
Value of interest in common/collective trusts at beginning of year2018-12-31$6,752,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$250,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$233,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$233,644
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,406,830
Net investment gain or loss from common/collective trusts2018-12-31$-290,774
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$611,958
Income. Dividends from preferred stock2018-12-31$1,323,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,681,775
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 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$5,296,351
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,401,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,394,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,630,937
Value of total assets at end of year2017-12-31$26,785,640
Value of total assets at beginning of year2017-12-31$23,890,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,926
Total interest from all sources2017-12-31$10,017
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,199,503
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$1,199,503
Administrative expenses professional fees incurred2017-12-31$6,926
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$959,815
Participant contributions at end of year2017-12-31$242,974
Participant contributions at beginning of year2017-12-31$281,027
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$26,529
Other income not declared elsewhere2017-12-31$1,300
Total non interest bearing cash at end of year2017-12-31$590
Total non interest bearing cash at beginning of year2017-12-31$505
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$2,894,986
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,785,640
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,890,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,555,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,828,049
Interest on participant loans2017-12-31$10,017
Value of interest in common/collective trusts at end of year2017-12-31$6,752,626
Value of interest in common/collective trusts at beginning of year2017-12-31$5,536,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$233,644
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$244,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$244,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,783,373
Net investment gain or loss from common/collective trusts2017-12-31$671,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$644,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,394,439
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 name2017-12-31EKS&H LLLP
Accountancy firm EIN2017-12-31461497033
2016 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 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$9,455
Total income from all sources (including contributions)2016-12-31$4,055,518
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,950,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,943,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,720,539
Value of total assets at end of year2016-12-31$23,890,654
Value of total assets at beginning of year2016-12-31$21,795,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,945
Total interest from all sources2016-12-31$9,104
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$772,245
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$772,245
Administrative expenses professional fees incurred2016-12-31$6,945
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$947,397
Participant contributions at end of year2016-12-31$281,027
Participant contributions at beginning of year2016-12-31$239,407
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$192,612
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$9,455
Other income not declared elsewhere2016-12-31$1,899
Total non interest bearing cash at end of year2016-12-31$505
Total non interest bearing cash at beginning of year2016-12-31$223
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$2,104,611
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,890,654
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,786,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,828,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,624,673
Interest on participant loans2016-12-31$9,085
Value of interest in common/collective trusts at end of year2016-12-31$5,536,444
Value of interest in common/collective trusts at beginning of year2016-12-31$4,870,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$244,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$60,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$60,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,322,120
Net investment gain or loss from common/collective trusts2016-12-31$229,611
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
Contributions received in cash from employer2016-12-31$580,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,943,962
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 name2016-12-31EKS&H LLLP
Accountancy firm EIN2016-12-31461497033
2015 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 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$9,455
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,125
Total income from all sources (including contributions)2015-12-31$1,551,662
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,066,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,063,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,762,397
Value of total assets at end of year2015-12-31$21,795,498
Value of total assets at beginning of year2015-12-31$21,308,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,225
Total interest from all sources2015-12-31$10,480
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$850,847
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$850,847
Administrative expenses professional fees incurred2015-12-31$3,225
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$897,548
Participant contributions at end of year2015-12-31$239,407
Participant contributions at beginning of year2015-12-31$316,364
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$319,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$9,455
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$7,125
Total non interest bearing cash at end of year2015-12-31$223
Total non interest bearing cash at beginning of year2015-12-31$28,114
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$484,903
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,786,043
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,301,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,624,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,991,116
Interest on participant loans2015-12-31$10,480
Value of interest in common/collective trusts at end of year2015-12-31$4,870,999
Value of interest in common/collective trusts at beginning of year2015-12-31$3,895,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$60,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$77,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$77,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,072,062
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
Contributions received in cash from employer2015-12-31$545,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,063,534
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 name2015-12-31EKS&H, LLLP
Accountancy firm EIN2015-12-31461497033
2014 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 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$7,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,209
Total income from all sources (including contributions)2014-12-31$2,446,054
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,021,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,020,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,269,788
Value of total assets at end of year2014-12-31$21,308,265
Value of total assets at beginning of year2014-12-31$20,880,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$272
Total interest from all sources2014-12-31$11,802
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$988,943
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$988,943
Administrative expenses professional fees incurred2014-12-31$272
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$778,214
Participant contributions at end of year2014-12-31$316,364
Participant contributions at beginning of year2014-12-31$321,304
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$36,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$7,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,209
Total non interest bearing cash at end of year2014-12-31$28,114
Total non interest bearing cash at beginning of year2014-12-31$38,709
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$424,853
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,301,140
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,876,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,991,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,333,886
Interest on participant loans2014-12-31$11,802
Value of interest in common/collective trusts at end of year2014-12-31$3,895,156
Value of interest in common/collective trusts at beginning of year2014-12-31$3,579,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$77,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$607,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$607,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$157,371
Net investment gain or loss from common/collective trusts2014-12-31$18,150
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
Contributions received in cash from employer2014-12-31$454,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,020,929
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 name2014-12-31EKS&H, LLLP
Accountancy firm EIN2014-12-31461497033
2013 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 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$4,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,916,784
Total loss/gain on sale of assets2013-12-31$468,503
Total of all expenses incurred2013-12-31$1,516,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,516,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,183,591
Value of total assets at end of year2013-12-31$20,880,496
Value of total assets at beginning of year2013-12-31$17,475,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$210
Total interest from all sources2013-12-31$11,109
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$483,496
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$483,496
Administrative expenses professional fees incurred2013-12-31$210
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$688,240
Participant contributions at end of year2013-12-31$321,304
Participant contributions at beginning of year2013-12-31$249,242
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$28,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,209
Other income not declared elsewhere2013-12-31$-1
Total non interest bearing cash at end of year2013-12-31$38,709
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$3,400,451
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,876,287
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,475,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,333,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,084,831
Interest on participant loans2013-12-31$11,046
Value of interest in common/collective trusts at end of year2013-12-31$3,579,388
Value of interest in common/collective trusts at beginning of year2013-12-31$3,179,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$607,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$962,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$962,628
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$63
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,473,271
Net investment gain or loss from common/collective trusts2013-12-31$296,815
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$466,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,516,123
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
Aggregate proceeds on sale of assets2013-12-31$468,503
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EKS&H, LLLP
Accountancy firm EIN2013-12-31461497033
2012 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 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$3,500,514
Total loss/gain on sale of assets2012-12-31$87,927
Total of all expenses incurred2012-12-31$2,356,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,352,377
Value of total corrective distributions2012-12-31$4,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,279,903
Value of total assets at end of year2012-12-31$17,475,836
Value of total assets at beginning of year2012-12-31$16,331,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$11,106
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$338,642
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$338,642
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$654,475
Participant contributions at end of year2012-12-31$249,242
Participant contributions at beginning of year2012-12-31$316,572
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$184,574
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$1,143,855
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,475,836
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,331,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,084,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,800,936
Interest on participant loans2012-12-31$11,106
Value of interest in common/collective trusts at end of year2012-12-31$3,179,135
Value of interest in common/collective trusts at beginning of year2012-12-31$1,120,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$962,628
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$93,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$93,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,601,827
Net investment gain or loss from common/collective trusts2012-12-31$181,109
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
Contributions received in cash from employer2012-12-31$440,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,352,377
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$87,927
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 name2012-12-31EKS&H, LLLP
Accountancy firm EIN2012-12-31461497033
2011 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 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$849,493
Total loss/gain on sale of assets2011-12-31$-3,713
Total of all expenses incurred2011-12-31$2,121,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,119,260
Value of total corrective distributions2011-12-31$1,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,135,607
Value of total assets at end of year2011-12-31$16,331,981
Value of total assets at beginning of year2011-12-31$17,604,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$486
Total interest from all sources2011-12-31$13,591
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$315,525
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$315,525
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$666,020
Participant contributions at end of year2011-12-31$316,572
Participant contributions at beginning of year2011-12-31$400,338
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$16,524
Other income not declared elsewhere2011-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,272,175
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,331,981
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,604,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,800,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,136,852
Interest on participant loans2011-12-31$13,591
Value of interest in common/collective trusts at end of year2011-12-31$1,120,510
Value of interest in common/collective trusts at beginning of year2011-12-31$4,066,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$93,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-434,289
Net investment gain or loss from common/collective trusts2011-12-31$-177,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$453,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,119,260
Contract administrator fees2011-12-31$486
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$-3,713
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 name2011-12-31EHRHADT, KEEFE, STEINER & HOTTMAN
Accountancy firm EIN2011-12-31840869721
2010 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,787,588
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$799,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$769,600
Value of total corrective distributions2010-12-31$28,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,044,522
Value of total assets at end of year2010-12-31$17,604,156
Value of total assets at beginning of year2010-12-31$15,616,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$926
Total interest from all sources2010-12-31$16,841
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$270,565
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$270,565
Administrative expenses professional fees incurred2010-12-31$926
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$621,765
Participant contributions at end of year2010-12-31$400,338
Participant contributions at beginning of year2010-12-31$366,435
Total non interest bearing cash at beginning of year2010-12-31$108
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$1,988,066
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,604,156
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,616,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,136,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,262,780
Interest on participant loans2010-12-31$16,841
Value of interest in common/collective trusts at end of year2010-12-31$4,066,966
Value of interest in common/collective trusts at beginning of year2010-12-31$2,986,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,396,811
Net investment gain or loss from common/collective trusts2010-12-31$58,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$422,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$769,600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EHRHADT, KEEFE, STEINER & HOTTMAN
Accountancy firm EIN2010-12-31840869721
2009 : MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 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 MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST

2023: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 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: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 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: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 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: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 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: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 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: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MOUNTAIN STATES EMPLOYERS COUNCIL, INC. THRIFT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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