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ARRL, INC. 403(B) PENSION PLAN 401k Plan overview

Plan NameARRL, INC. 403(B) PENSION PLAN
Plan identification number 001

ARRL, INC. 403(B) PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

AMERICAN RADIO RELAY LEAGUE, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN RADIO RELAY LEAGUE, INCORPORATED
Employer identification number (EIN):066000004
NAIC Classification:515100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARRL, INC. 403(B) PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01BARRY SHELLEY2017-06-15
0012014-01-01BARRY SHELLEY2015-06-26
0012013-01-01BARRY SHELLEY2014-07-11
0012012-06-01BARRY J. SHELLEY
0012012-01-01BARRY SHELLEY2013-06-20
0012011-06-01BARRY J. SHELLEY
0012011-01-01BARRY SHELLEY2012-07-17
0012010-06-01AMANDA CHEN
0012010-01-01BARRY SHELLEY2011-07-06
0012009-06-01AMANDA CHEN

Plan Statistics for ARRL, INC. 403(B) PENSION PLAN

401k plan membership statisitcs for ARRL, INC. 403(B) PENSION PLAN

Measure Date Value
2025: ARRL, INC. 403(B) PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-29109
Total number of particpants at end of year2025-08-29113
Number of Participants With Account Balances2025-08-29104
2024: ARRL, INC. 403(B) PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-07102
Total number of particpants at end of year2024-06-07109
Number of Participants With Account Balances2024-06-0799
2012: ARRL, INC. 403(B) PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01159
Total number of active participants reported on line 7a of the Form 55002012-06-010
Number of retired or separated participants receiving benefits2012-06-010
Number of other retired or separated participants entitled to future benefits2012-06-010
Total of all active and inactive participants2012-06-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-010
Total participants2012-06-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: ARRL, INC. 403(B) PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01161
Total number of active participants reported on line 7a of the Form 55002011-06-0169
Number of retired or separated participants receiving benefits2011-06-0130
Number of other retired or separated participants entitled to future benefits2011-06-0157
Total of all active and inactive participants2011-06-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-013
Total participants2011-06-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2010: ARRL, INC. 403(B) PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-01165
Total number of active participants reported on line 7a of the Form 55002010-06-0170
Number of retired or separated participants receiving benefits2010-06-0128
Number of other retired or separated participants entitled to future benefits2010-06-0160
Total of all active and inactive participants2010-06-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-013
Total participants2010-06-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-010
2009: ARRL, INC. 403(B) PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01168
Total number of active participants reported on line 7a of the Form 55002009-06-0172
Number of retired or separated participants receiving benefits2009-06-0124
Number of other retired or separated participants entitled to future benefits2009-06-0165
Total of all active and inactive participants2009-06-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-014
Total participants2009-06-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-016

Financial Data on ARRL, INC. 403(B) PENSION PLAN

Measure Date Value
2025 : ARRL, INC. 403(B) PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-290
Total expenses incurred by plan in this plan year2025-08-29274267
Net assets as of the end of the plan year2025-08-299470405
Total assets as of the beginning of the plan year2025-08-298059551
Value of plan covered by a fidelity bond2025-08-29500000
Participant contributions to plan in this plan year2025-08-29367180
Value of participant loans at end of plan year2025-08-2952856
Other expenses paid from plan in this plan year2025-08-290
Other contributions to plan in this plan year2025-08-290
Other income to plan in this plan year2025-08-291032257
Plan net income in this plan year2025-08-291410854
Net assets as of the end of the plan year2025-08-299470405
Net assets as of the beginning of the plan year2025-08-298059551
Employer contributions to plan in this plan year2025-08-29285684
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-2950596
2024 : ARRL, INC. 403(B) PENSION PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-070
Total expenses incurred by plan in this plan year2024-06-07738529
Net assets as of the end of the plan year2024-06-078059551
Total assets as of the beginning of the plan year2024-06-077054750
Value of plan covered by a fidelity bond2024-06-07500000
Participant contributions to plan in this plan year2024-06-07384884
Value of participant loans at end of plan year2024-06-0765845
Other contributions to plan in this plan year2024-06-071741
Other income to plan in this plan year2024-06-071067299
Plan net income in this plan year2024-06-071004801
Net assets as of the end of the plan year2024-06-078059551
Net assets as of the beginning of the plan year2024-06-077054750
Employer contributions to plan in this plan year2024-06-07289406
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0746981
2013 : ARRL, INC. 403(B) PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-01-11$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-11$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-11$35,990
Total income from all sources (including contributions)2013-01-11$138,023
Total loss/gain on sale of assets2013-01-11$0
Total of all expenses incurred2013-01-11$15,396,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-11$15,363,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-11$0
Value of total assets at end of year2013-01-11$0
Value of total assets at beginning of year2013-01-11$15,294,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-11$33,203
Total interest from all sources2013-01-11$1,223
Total dividends received (eg from common stock, registered investment company shares)2013-01-11$107,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-11Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-01-11$0
Total dividends received from registered investment company shares (eg mutual funds)2013-01-11$107,939
Administrative expenses professional fees incurred2013-01-11$5,580
Was this plan covered by a fidelity bond2013-01-11Yes
Value of fidelity bond cover2013-01-11$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-01-11$0
Were there any nonexempt tranactions with any party-in-interest2013-01-11No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-01-11$35,990
Total non interest bearing cash at end of year2013-01-11$0
Total non interest bearing cash at beginning of year2013-01-11$56,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-11No
Value of net income/loss2013-01-11$-15,258,940
Value of net assets at end of year (total assets less liabilities)2013-01-11$0
Value of net assets at beginning of year (total assets less liabilities)2013-01-11$15,258,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-11No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-11No
Were any leases to which the plan was party in default or uncollectible2013-01-11No
Investment advisory and management fees2013-01-11$27,623
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-11$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-11$11,630,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-01-11$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-01-11$300,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-01-11$300,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-01-11$1,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-01-11$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-01-11$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-01-11$7,725,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-01-11$28,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-11Yes
Was there a failure to transmit to the plan any participant contributions2013-01-11No
Has the plan failed to provide any benefit when due under the plan2013-01-11No
Employer contributions (assets) at end of year2013-01-11$0
Employer contributions (assets) at beginning of year2013-01-11$3,307,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-11$7,638,660
Did the plan have assets held for investment2013-01-11No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-11No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-11Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-11Yes
Opinion of an independent qualified public accountant for this plan2013-01-11Disclaimer
Accountancy firm name2013-01-11COHNREZNICK LLP
Accountancy firm EIN2013-01-11221478099
2012 : ARRL, INC. 403(B) PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$35,990
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$7,336
Total income from all sources (including contributions)2012-05-31$5,268,108
Total loss/gain on sale of assets2012-05-31$0
Total of all expenses incurred2012-05-31$300,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$245,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$3,406,150
Value of total assets at end of year2012-05-31$15,294,930
Value of total assets at beginning of year2012-05-31$10,298,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$55,495
Total interest from all sources2012-05-31$270
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$480,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-05-31$0
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$480,957
Administrative expenses professional fees incurred2012-05-31$11,800
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-05-31$35,990
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-05-31$7,336
Other income not declared elsewhere2012-05-31$-19
Total non interest bearing cash at end of year2012-05-31$56,522
Total non interest bearing cash at beginning of year2012-05-31$25,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$4,967,391
Value of net assets at end of year (total assets less liabilities)2012-05-31$15,258,940
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$10,291,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$43,695
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$11,630,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$10,028,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$300,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$93,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$93,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$1,380,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31Yes
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$3,406,150
Employer contributions (assets) at end of year2012-05-31$3,307,150
Employer contributions (assets) at beginning of year2012-05-31$151,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$245,222
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31COHNREZNICK LLP
Accountancy firm EIN2012-05-31221478099
2011 : ARRL, INC. 403(B) PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$7,336
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$6,116
Total income from all sources (including contributions)2011-05-31$1,913,160
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$290,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$225,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$235,223
Value of total assets at end of year2011-05-31$10,298,885
Value of total assets at beginning of year2011-05-31$8,675,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$65,394
Total interest from all sources2011-05-31$125
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$305,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$305,589
Administrative expenses professional fees incurred2011-05-31$12,300
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Participant contributions at end of year2011-05-31$151,223
Participant contributions at beginning of year2011-05-31$115,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-05-31$7,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-05-31$6,116
Administrative expenses (other) incurred2011-05-31$15,270
Total non interest bearing cash at end of year2011-05-31$25,675
Total non interest bearing cash at beginning of year2011-05-31$22,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$1,622,630
Value of net assets at end of year (total assets less liabilities)2011-05-31$10,291,549
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$8,668,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Investment advisory and management fees2011-05-31$37,824
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$10,028,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$8,441,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$93,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$96,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$96,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$1,372,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31Yes
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$235,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$225,136
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31J.H. COHN LLP
Accountancy firm EIN2011-05-31221478099
2010 : ARRL, INC. 403(B) PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0

Form 5500 Responses for ARRL, INC. 403(B) PENSION PLAN

2012: ARRL, INC. 403(B) PENSION PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingYes
2012-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: ARRL, INC. 403(B) PENSION PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: ARRL, INC. 403(B) PENSION PLAN 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planNo
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes
2009: ARRL, INC. 403(B) PENSION PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG-27583
Policy instance 1

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