Plan Name | VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES |
Plan identification number | 013 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | HEALTH INSURANCE PLAN OF GREATER NEW YORK |
Employer identification number (EIN): | 131828429 |
NAIC Classification: | 524140 |
Additional information about HEALTH INSURANCE PLAN OF GREATER NEW YORK
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1944-10-05 |
Company Identification Number: | 44664 |
Legal Registered Office Address: |
ATTENTION: GENERAL COUNSEL 55 WATER STREET NEW YORK United States of America (USA) 10041 |
More information about HEALTH INSURANCE PLAN OF GREATER NEW YORK
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
013 | 2017-01-01 | MARK MOYNIHAN | |||
013 | 2017-01-01 | ||||
013 | 2016-01-01 | MYRON SPEKTOR | |||
013 | 2015-01-01 | MYRON SPEKTOR | |||
013 | 2014-01-01 | MYRON SPEKTOR | MICHAEL PALMATEER | 2015-10-09 | |
013 | 2013-01-01 | MYRON SPEKTOR | MICHAEL PALMATEER | 2014-10-10 | |
013 | 2012-01-01 | PATRICIA GRANNUM | MICHAEL PALMATEER | 2013-10-03 | |
013 | 2011-01-01 | PATRICIA GRANNUM | JOAN RUBY | 2012-10-11 | |
013 | 2010-01-01 | PATRICIA GRANNUM | JOAN RUBY | 2011-10-12 | |
013 | 2009-01-01 | PATRICIA GRANNUM | RACHEL AMALFITANO | 2010-10-14 | |
013 | 2009-01-01 | PATRICIA GRANNUM | RACHEL AMALFITANO | 2010-10-13 |
Measure | Date | Value |
---|---|---|
2017: VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 6,297,354 |
Acturial value of plan assets | 2017-12-31 | 6,229,449 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 1,457,840 |
Number of terminated vested participants | 2017-12-31 | 48 |
Fundng target for terminated vested participants | 2017-12-31 | 707,745 |
Active participant vested funding target | 2017-12-31 | 3,520,717 |
Number of active participants | 2017-12-31 | 64 |
Total funding liabilities for active participants | 2017-12-31 | 3,724,736 |
Total participant count | 2017-12-31 | 137 |
Total funding target for all participants | 2017-12-31 | 5,890,321 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 428,105 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 455,076 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 105,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 94,953 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 432,711 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 93,583 |
Additional cash requirement | 2017-12-31 | 93,583 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 94,953 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 60 |
Total of all active and inactive participants | 2017-01-01 | 103 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 105 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 5,794,180 |
Acturial value of plan assets | 2016-12-31 | 5,779,213 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 1,221,410 |
Number of terminated vested participants | 2016-12-31 | 59 |
Fundng target for terminated vested participants | 2016-12-31 | 835,382 |
Active participant vested funding target | 2016-12-31 | 2,856,128 |
Number of active participants | 2016-12-31 | 70 |
Total funding liabilities for active participants | 2016-12-31 | 3,215,977 |
Total participant count | 2016-12-31 | 151 |
Total funding target for all participants | 2016-12-31 | 5,272,769 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 475,000 |
Total employee contributions | 2016-12-31 | 48,490 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 428,105 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 443,698 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 428,105 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 151 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 64 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 48 |
Total of all active and inactive participants | 2016-01-01 | 135 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 137 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 151 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 70 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 59 |
Total of all active and inactive participants | 2015-01-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 151 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 153 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 73 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 61 |
Total of all active and inactive participants | 2014-01-01 | 151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 151 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 155 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 90 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 51 |
Total of all active and inactive participants | 2013-01-01 | 153 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 153 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 167 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 52 |
Total of all active and inactive participants | 2012-01-01 | 155 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 155 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 7 |
2011: VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 109 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 51 |
Total of all active and inactive participants | 2011-01-01 | 167 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 167 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 7 |
2010: VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 191 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 127 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 42 |
Total of all active and inactive participants | 2010-01-01 | 175 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 175 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 13 |
2009: VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 182 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 153 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 34 |
Total of all active and inactive participants | 2009-01-01 | 191 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 191 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 16 |
Measure | Date | Value |
---|---|---|
2017 : VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $4,908,040 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $54,659 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $49,570 |
Total income from all sources (including contributions) | 2017-12-31 | $937,126 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,346,364 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,165,011 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $138,785 |
Value of total assets at end of year | 2017-12-31 | $4,962,699 |
Value of total assets at beginning of year | 2017-12-31 | $6,366,848 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $181,353 |
Total interest from all sources | 2017-12-31 | $0 |
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 year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $115,924 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $33,785 |
Administrative expenses (other) incurred | 2017-12-31 | $46,785 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $54,659 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $49,570 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-1,409,238 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,908,040 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,317,278 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $18,644 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $4,857,699 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $5,891,848 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $105,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $105,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $475,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,165,011 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $49,570 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $62,143 |
Total income from all sources (including contributions) | 2016-12-31 | $1,051,011 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $527,912 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $377,203 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $523,490 |
Value of total assets at end of year | 2016-12-31 | $6,366,848 |
Value of total assets at beginning of year | 2016-12-31 | $5,856,322 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $150,709 |
Total interest from all sources | 2016-12-31 | $0 |
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 year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $106,464 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $48,490 |
Administrative expenses (other) incurred | 2016-12-31 | $30,114 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $49,570 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $62,143 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $523,099 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $6,317,278 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,794,179 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $14,131 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $5,891,848 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $5,856,322 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $475,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $475,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $377,203 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2015 : VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $62,143 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $46,420 |
Total income from all sources (including contributions) | 2015-12-31 | $-85,352 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $287,911 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $109,048 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $47,599 |
Value of total assets at end of year | 2015-12-31 | $5,856,322 |
Value of total assets at beginning of year | 2015-12-31 | $6,213,862 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $178,863 |
Total interest from all sources | 2015-12-31 | $0 |
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 year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $151,869 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $47,599 |
Administrative expenses (other) incurred | 2015-12-31 | $9,176 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $62,143 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $46,420 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-373,263 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,794,179 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,167,442 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $17,818 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $5,856,322 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $5,512,862 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $701,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $109,048 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $46,420 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $31,267 |
Total income from all sources (including contributions) | 2014-12-31 | $1,774,076 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $206,365 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $82,560 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $755,951 |
Value of total assets at end of year | 2014-12-31 | $6,213,862 |
Value of total assets at beginning of year | 2014-12-31 | $4,630,998 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $123,805 |
Total interest from all sources | 2014-12-31 | $0 |
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 year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $102,254 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $54,951 |
Administrative expenses (other) incurred | 2014-12-31 | $8,592 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $46,420 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $31,267 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,567,711 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,167,442 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,599,731 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $12,959 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $5,512,862 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $4,550,998 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $701,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $701,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $80,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $82,560 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $31,267 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $49,434 |
Total income from all sources (including contributions) | 2013-12-31 | $361,100 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $156,633 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $51,202 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $355,065 |
Value of total assets at end of year | 2013-12-31 | $4,630,998 |
Value of total assets at beginning of year | 2013-12-31 | $4,444,698 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $105,431 |
Total interest from all sources | 2013-12-31 | $0 |
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 year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $77,299 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $58,689 |
Administrative expenses (other) incurred | 2013-12-31 | $7,549 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $31,267 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $49,434 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $204,467 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,599,731 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,395,264 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $20,583 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $4,550,998 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $3,699,025 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $296,376 |
Employer contributions (assets) at end of year | 2013-12-31 | $80,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $745,673 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $51,202 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $49,434 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $42,200 |
Total income from all sources (including contributions) | 2012-12-31 | $1,487,999 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $194,728 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $57,153 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,152,182 |
Value of total assets at end of year | 2012-12-31 | $4,444,698 |
Value of total assets at beginning of year | 2012-12-31 | $3,144,193 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $137,575 |
Total interest from all sources | 2012-12-31 | $0 |
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 year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $107,346 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $59,490 |
Administrative expenses (other) incurred | 2012-12-31 | $6,820 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $49,434 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $42,200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,293,271 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,395,264 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,101,993 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $23,409 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $3,699,025 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $2,682,593 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,092,692 |
Employer contributions (assets) at end of year | 2012-12-31 | $745,673 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $461,600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $57,153 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2012-12-31 | 135381590 |
2011 : VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $42,200 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $156,720 |
Total income from all sources (including contributions) | 2011-12-31 | $952,543 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $183,368 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $72,451 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $886,819 |
Value of total assets at end of year | 2011-12-31 | $3,144,193 |
Value of total assets at beginning of year | 2011-12-31 | $2,489,538 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $110,917 |
Total interest from all sources | 2011-12-31 | $0 |
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 year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $77,354 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $73,980 |
Administrative expenses (other) incurred | 2011-12-31 | $20,999 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $42,200 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $156,720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $769,175 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,101,993 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,332,818 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $2,682,593 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $1,938,472 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $812,839 |
Employer contributions (assets) at end of year | 2011-12-31 | $461,600 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $551,066 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $72,451 |
Contract administrator fees | 2011-12-31 | $12,564 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2011-12-31 | 135381590 |
2010 : VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $156,720 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $72,148 |
Total income from all sources (including contributions) | 2010-12-31 | $831,655 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $279,840 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $41,460 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $625,989 |
Value of total assets at end of year | 2010-12-31 | $2,489,538 |
Value of total assets at beginning of year | 2010-12-31 | $1,853,151 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $238,380 |
Total interest from all sources | 2010-12-31 | $0 |
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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $221,876 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $74,923 |
Administrative expenses (other) incurred | 2010-12-31 | $7,745 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $156,720 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $72,148 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $551,815 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,332,818 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,781,003 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $8,759 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $1,938,472 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $1,374,054 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $551,066 |
Employer contributions (assets) at end of year | 2010-12-31 | $551,066 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $479,097 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $41,460 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | SALIBELLO & BRODER, LLP |
Accountancy firm EIN | 2010-12-31 | 133051814 |
2009 : VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2017: VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2017 form 5500 responses | ||
---|---|---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: VYTRA- LOCAL 153 PENSION PLAN AND TRUST FOR OFFICE AND CLERICAL EMPLOYEES 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |