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BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 401k Plan overview

Plan NameBROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES
Plan identification number 005

BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

BROWN & HALEY has sponsored the creation of one or more 401k plans.

Company Name:BROWN & HALEY
Employer identification number (EIN):910157130
NAIC Classification:311300
NAIC Description: Sugar and Confectionery Product Manufacturing

Additional information about BROWN & HALEY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1914-01-08
Company Identification Number: 278000095
Legal Registered Office Address: 110 E 26TH ST

TACOMA
United States of America (USA)
984211109

More information about BROWN & HALEY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01SCOTT JACOBSON2024-10-14
0052022-01-01SCOTT JACOBSON2023-10-15
0052021-01-01SCOTT JACOBSON2022-10-11
0052020-01-01SCOTT JACOBSON2021-10-13
0052019-01-01SCOTT JACOBSON2020-10-11
0052018-01-01SCOTT JACOBSON2019-10-09
0052017-01-01
0052016-01-01
0052015-01-01CLARENCE GUIMOND JR.
0052014-01-01CLARENCE GUIMOND JR.
0052013-01-01CLARENCE GUIMOND JR.
0052012-01-01CLARENCE GUIMOND JR.
0052011-01-01CLARENCE GUIMOND JR.
0052010-01-01CLARENCE GUIMOND JR.
0052009-01-01CLARENCE GUMOND JR.

Plan Statistics for BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES

401k plan membership statisitcs for BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES

Measure Date Value
2023: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2023 401k membership
Total participants, beginning-of-year2023-01-01175
Total number of active participants reported on line 7a of the Form 55002023-01-01129
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0166
Total of all active and inactive participants2023-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01196
Number of participants with account balances2023-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-01186
Total number of active participants reported on line 7a of the Form 55002022-01-01109
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0165
Total of all active and inactive participants2022-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01175
Number of participants with account balances2022-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-01189
Total number of active participants reported on line 7a of the Form 55002021-01-01116
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0169
Total of all active and inactive participants2021-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01186
Number of participants with account balances2021-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-01188
Total number of active participants reported on line 7a of the Form 55002020-01-01130
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01189
Number of participants with account balances2020-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-01190
Total number of active participants reported on line 7a of the Form 55002019-01-01129
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01188
Number of participants with account balances2019-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-01179
Total number of active participants reported on line 7a of the Form 55002018-01-01139
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0149
Total of all active and inactive participants2018-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01190
Number of participants with account balances2018-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-01186
Total number of active participants reported on line 7a of the Form 55002017-01-01143
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01179
Number of participants with account balances2017-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-01197
Total number of active participants reported on line 7a of the Form 55002016-01-01153
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01186
Number of participants with account balances2016-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01265
Total number of active participants reported on line 7a of the Form 55002015-01-01140
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0155
Total of all active and inactive participants2015-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01197
Number of participants with account balances2015-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01233
Total number of active participants reported on line 7a of the Form 55002014-01-01143
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01119
Total of all active and inactive participants2014-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01265
Number of participants with account balances2014-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01229
Total number of active participants reported on line 7a of the Form 55002013-01-01141
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0191
Total of all active and inactive participants2013-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01232
Number of participants with account balances2013-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01221
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 benefits2012-01-0186
Total of all active and inactive participants2012-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01229
Number of participants with account balances2012-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01219
Total number of active participants reported on line 7a of the Form 55002011-01-01143
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0178
Total of all active and inactive participants2011-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01221
Number of participants with account balances2011-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-01210
Total number of active participants reported on line 7a of the Form 55002010-01-01170
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0149
Total of all active and inactive participants2010-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01219
Number of participants with account balances2010-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01206
Total number of active participants reported on line 7a of the Form 55002009-01-01175
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01207
Number of participants with account balances2009-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES

Measure Date Value
2023 : BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 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$605,376
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$80,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$75,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$228,649
Value of total assets at end of year2023-12-31$2,768,278
Value of total assets at beginning of year2023-12-31$2,243,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$4,869
Total interest from all sources2023-12-31$10,286
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
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$101,481
Participant contributions at end of year2023-12-31$36,293
Participant contributions at beginning of year2023-12-31$10,840
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$41,501
Total non interest bearing cash at end of year2023-12-31$2
Total non interest bearing cash at beginning of year2023-12-31$2
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$524,695
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,768,278
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$2,243,583
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$2,422,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,963,877
Interest on participant loans2023-12-31$2,176
Interest earned on other investments2023-12-31$8,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$309,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$268,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$366,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$85,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$75,812
Contract administrator fees2023-12-31$4,869
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 name2023-12-31THE DOTY GROUP P.S.
Accountancy firm EIN2023-12-31205018267
2022 : BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 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$0
Total income from all sources (including contributions)2022-12-31$-147,593
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$219,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$215,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$168,514
Value of total assets at end of year2022-12-31$2,243,583
Value of total assets at beginning of year2022-12-31$2,611,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,361
Total interest from all sources2022-12-31$6,275
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$84,847
Participant contributions at end of year2022-12-31$10,840
Participant contributions at beginning of year2022-12-31$11,899
Total non interest bearing cash at end of year2022-12-31$2
Total non interest bearing cash at beginning of year2022-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-367,542
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,243,583
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,611,125
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$1,963,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,308,830
Interest on participant loans2022-12-31$485
Interest earned on other investments2022-12-31$5,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$268,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$290,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-322,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$83,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$215,588
Contract administrator fees2022-12-31$4,361
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31THE DOTY GROUP, P.S.
Accountancy firm EIN2022-12-31205018267
2021 : BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 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$558,177
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$200,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$196,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$168,797
Value of total assets at end of year2021-12-31$2,611,125
Value of total assets at beginning of year2021-12-31$2,253,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,795
Total interest from all sources2021-12-31$6,055
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$81,160
Participant contributions at end of year2021-12-31$11,899
Participant contributions at beginning of year2021-12-31$22,213
Total non interest bearing cash at end of year2021-12-31$2
Total non interest bearing cash at beginning of year2021-12-31$1
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$357,322
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,611,125
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,253,803
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$2,308,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,965,616
Interest on participant loans2021-12-31$442
Interest earned on other investments2021-12-31$5,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$290,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$265,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$383,325
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$87,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$196,060
Contract administrator fees2021-12-31$4,795
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31THE DOTY GROUP, P.S
Accountancy firm EIN2021-12-31205018267
2020 : BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 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$405,364
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$229,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$225,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$173,970
Value of total assets at end of year2020-12-31$2,253,803
Value of total assets at beginning of year2020-12-31$2,077,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,534
Total interest from all sources2020-12-31$6,984
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$82,656
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$82,656
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$78,421
Participant contributions at end of year2020-12-31$22,213
Participant contributions at beginning of year2020-12-31$27,046
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,923
Total non interest bearing cash at end of year2020-12-31$1
Total non interest bearing cash at beginning of year2020-12-31$2
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$176,000
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,253,803
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,077,803
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$1,965,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,832,778
Interest on participant loans2020-12-31$1,357
Interest earned on other investments2020-12-31$5,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$265,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$217,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$141,754
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$80,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$225,830
Contract administrator fees2020-12-31$3,534
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 name2020-12-31THE DOTY GROUP, P.S.
Accountancy firm EIN2020-12-31205018267
2019 : BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$517,934
Total income from all sources (including contributions)2019-12-31$517,934
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$124,269
Total of all expenses incurred2019-12-31$124,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$120,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$120,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$161,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$161,915
Value of total assets at end of year2019-12-31$2,077,803
Value of total assets at end of year2019-12-31$2,077,803
Value of total assets at beginning of year2019-12-31$1,684,138
Value of total assets at beginning of year2019-12-31$1,684,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,849
Total interest from all sources2019-12-31$6,434
Total interest from all sources2019-12-31$6,434
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$98,062
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$98,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$98,062
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$98,062
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$73,660
Contributions received from participants2019-12-31$73,660
Participant contributions at end of year2019-12-31$27,046
Participant contributions at end of year2019-12-31$27,046
Participant contributions at beginning of year2019-12-31$3,489
Participant contributions at beginning of year2019-12-31$3,489
Total non interest bearing cash at end of year2019-12-31$2
Total non interest bearing cash at end of year2019-12-31$2
Total non interest bearing cash at beginning of year2019-12-31$4,652
Total non interest bearing cash at beginning of year2019-12-31$4,652
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
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$393,665
Value of net income/loss2019-12-31$393,665
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,077,803
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,077,803
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,684,138
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,684,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$1,832,778
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,832,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,484,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,484,991
Interest on participant loans2019-12-31$1,060
Interest on participant loans2019-12-31$1,060
Interest earned on other investments2019-12-31$5,374
Interest earned on other investments2019-12-31$5,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$217,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$217,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$191,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$191,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$251,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$251,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$88,255
Contributions received in cash from employer2019-12-31$88,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$120,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$120,420
Contract administrator fees2019-12-31$3,849
Contract administrator fees2019-12-31$3,849
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THE DOTY GROUP, P.S.
Accountancy firm name2019-12-31THE DOTY GROUP, P.S.
Accountancy firm EIN2019-12-31205018267
Accountancy firm EIN2019-12-31205018267
2018 : BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 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$97,951
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$212,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$209,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$167,503
Value of total assets at end of year2018-12-31$1,684,138
Value of total assets at beginning of year2018-12-31$1,799,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,130
Total interest from all sources2018-12-31$4,763
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$93,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$93,996
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$69,303
Participant contributions at end of year2018-12-31$3,489
Participant contributions at beginning of year2018-12-31$828
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,022
Total non interest bearing cash at end of year2018-12-31$4,652
Total non interest bearing cash at beginning of year2018-12-31$4,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-114,879
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,684,138
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,799,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,484,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,625,705
Interest on participant loans2018-12-31$181
Interest earned on other investments2018-12-31$4,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$191,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$168,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-168,311
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$89,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$209,700
Contract administrator fees2018-12-31$3,130
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 name2018-12-31THE DOTY GROUP, P.S.
Accountancy firm EIN2018-12-31205018267
2017 : BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 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$380,836
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$115,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$112,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$152,425
Value of total assets at end of year2017-12-31$1,799,017
Value of total assets at beginning of year2017-12-31$1,533,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,628
Total interest from all sources2017-12-31$3,442
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$69,185
Participant contributions at end of year2017-12-31$828
Participant contributions at beginning of year2017-12-31$2,670
Total non interest bearing cash at end of year2017-12-31$4,287
Total non interest bearing cash at beginning of year2017-12-31$5,251
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$265,351
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,799,017
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,533,666
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$1,625,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,395,528
Interest on participant loans2017-12-31$54
Interest earned on other investments2017-12-31$3,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$168,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$130,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$224,969
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$83,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$112,857
Contract administrator fees2017-12-31$2,628
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 name2017-12-31THE DOTY GROUP, P.S.
Accountancy firm EIN2017-12-31205018267
2016 : BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$472,253
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$263,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$260,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$297,335
Value of total assets at end of year2016-12-31$1,533,666
Value of total assets at beginning of year2016-12-31$1,324,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,324
Total interest from all sources2016-12-31$3,141
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$60,877
Participant contributions at end of year2016-12-31$2,670
Participant contributions at beginning of year2016-12-31$6,394
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$167,490
Total non interest bearing cash at end of year2016-12-31$5,251
Total non interest bearing cash at beginning of year2016-12-31$3,718
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$208,973
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,533,666
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,324,693
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$1,395,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,202,501
Interest on participant loans2016-12-31$239
Interest earned on other investments2016-12-31$2,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$130,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$112,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$171,777
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$68,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$260,956
Contract administrator fees2016-12-31$2,324
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31THE DOTY GROUP, P.S.
Accountancy firm EIN2016-12-31205018267
2015 : BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$149,303
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$198,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$196,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$159,872
Value of total assets at end of year2015-12-31$1,324,693
Value of total assets at beginning of year2015-12-31$1,374,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,413
Total interest from all sources2015-12-31$2,454
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$64,754
Participant contributions at end of year2015-12-31$6,394
Participant contributions at beginning of year2015-12-31$4,887
Total non interest bearing cash at end of year2015-12-31$3,718
Total non interest bearing cash at beginning of year2015-12-31$3,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-49,400
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,324,693
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,374,093
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$1,202,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,262,516
Interest on participant loans2015-12-31$232
Interest earned on other investments2015-12-31$2,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$112,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$102,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,023
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$95,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$196,290
Contract administrator fees2015-12-31$2,413
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31THE DOTY GROUP, P.S.
Accountancy firm EIN2015-12-31205018267
2014 : BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$276,031
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$181,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$178,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$172,139
Value of total assets at end of year2014-12-31$1,374,093
Value of total assets at beginning of year2014-12-31$1,279,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,297
Total interest from all sources2014-12-31$2,043
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$62,170
Participant contributions at end of year2014-12-31$4,887
Participant contributions at beginning of year2014-12-31$2,287
Total non interest bearing cash at end of year2014-12-31$3,775
Total non interest bearing cash at beginning of year2014-12-31$5,754
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$94,959
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,374,093
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,279,134
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$1,262,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,201,724
Interest on participant loans2014-12-31$218
Interest earned on other investments2014-12-31$1,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$102,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$69,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$101,849
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$109,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$178,775
Contract administrator fees2014-12-31$2,297
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 name2014-12-31DOTY, BEARDSLEY, ROSENGREN & CO., P
Accountancy firm EIN2014-12-31205018267
2013 : BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$31
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$436,004
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$275,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$273,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$165,886
Value of total assets at end of year2013-12-31$1,279,134
Value of total assets at beginning of year2013-12-31$1,118,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,738
Total interest from all sources2013-12-31$1,587
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$50,837
Participant contributions at end of year2013-12-31$2,287
Participant contributions at beginning of year2013-12-31$1,231
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$114
Total non interest bearing cash at end of year2013-12-31$5,754
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$160,568
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,279,134
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,118,597
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$1,201,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,058,368
Interest on participant loans2013-12-31$49
Interest earned on other investments2013-12-31$1,538
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$69,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$58,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$268,531
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$114,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$273,698
Contract administrator fees2013-12-31$1,738
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DOTY, BEARDSLEY, ROSENGREN & CO, PS
Accountancy firm EIN2013-12-31205018267
2012 : BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 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$315,531
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$109,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$108,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$183,927
Value of total assets at end of year2012-12-31$1,118,597
Value of total assets at beginning of year2012-12-31$912,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$503
Total interest from all sources2012-12-31$389
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$55,148
Participant contributions at end of year2012-12-31$1,231
Participant contributions at beginning of year2012-12-31$2,068
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$206,039
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,118,597
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$912,558
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$1,058,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$863,558
Interest on participant loans2012-12-31$68
Interest earned on other investments2012-12-31$321
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$46,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$58,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$131,215
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$128,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$108,989
Contract administrator fees2012-12-31$503
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DOTY, BEARDSLEY, ROSENGREN & CO, PS
Accountancy firm EIN2012-12-31205018267
2011 : BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$200
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$163,350
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$97,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$97,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$174,281
Value of total assets at end of year2011-12-31$912,558
Value of total assets at beginning of year2011-12-31$847,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$536
Total interest from all sources2011-12-31$70
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$52,381
Participant contributions at end of year2011-12-31$2,068
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$65,651
Value of net assets at end of year (total assets less liabilities)2011-12-31$912,558
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$847,107
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$863,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$810,323
Interest on participant loans2011-12-31$70
Value of interest in common/collective trusts at end of year2011-12-31$46,932
Value of interest in common/collective trusts at beginning of year2011-12-31$36,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-11,146
Net investment gain or loss from common/collective trusts2011-12-31$145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$121,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$97,163
Contract administrator fees2011-12-31$536
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DOTY, BEARDSLEY, ROSENGREN & CO, PS
Accountancy firm EIN2011-12-31205018267
2010 : BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 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$285,134
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$79,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$79,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$191,348
Value of total assets at end of year2010-12-31$847,107
Value of total assets at beginning of year2010-12-31$641,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$495
Total interest from all sources2010-12-31$16
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$61,752
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$205,444
Value of net assets at end of year (total assets less liabilities)2010-12-31$847,107
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$641,663
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$810,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$599,277
Interest on participant loans2010-12-31$16
Value of interest in common/collective trusts at end of year2010-12-31$36,784
Value of interest in common/collective trusts at beginning of year2010-12-31$42,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$93,567
Net investment gain or loss from common/collective trusts2010-12-31$203
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$129,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$79,195
Contract administrator fees2010-12-31$495
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DOTY, BEARDSLEY, ROSENGREN & CO, PS
Accountancy firm EIN2010-12-31205018267
2009 : BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 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 BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES

2023: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 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 – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BROWN & HALEY 401(K) RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES 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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807227
Policy instance 1
Insurance contract or identification number807227
Number of Individuals Covered196
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807227
Policy instance 1
Insurance contract or identification number807227
Number of Individuals Covered175
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807227
Policy instance 1
Insurance contract or identification number807227
Number of Individuals Covered186
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807227
Policy instance 1
Insurance contract or identification number807227
Number of Individuals Covered189
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807227
Policy instance 1
Insurance contract or identification number807227
Number of Individuals Covered191
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807227
Policy instance 1
Insurance contract or identification number807227
Number of Individuals Covered190
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807227
Policy instance 1
Insurance contract or identification number807227
Number of Individuals Covered179
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807227
Policy instance 1
Insurance contract or identification number807227
Number of Individuals Covered197
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807227
Policy instance 1
Insurance contract or identification number807227
Number of Individuals Covered265
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807227
Policy instance 1
Insurance contract or identification number807227
Number of Individuals Covered232
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807227
Policy instance 1
Insurance contract or identification number807227
Number of Individuals Covered229
Insurance policy start date2012-10-16
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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