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UNITED HELPERS 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameUNITED HELPERS 401(K) RETIREMENT PLAN
Plan identification number 003

UNITED HELPERS 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

UNITED HELPERS MANAGEMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:UNITED HELPERS MANAGEMENT COMPANY
Employer identification number (EIN):222428919
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about UNITED HELPERS MANAGEMENT COMPANY

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1982-10-12
Company Identification Number: 797670
Legal Registered Office Address: 732 FORD ST.
St. Lawrence
OGDENSBURG
United States of America (USA)
13669

More information about UNITED HELPERS MANAGEMENT COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED HELPERS 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01KELLY S. LOWERY
0032016-01-01JAMES E. MORRISON
0032015-01-01JAMES E. MORRISON
0032014-01-01JAMES E MORRISON JAMES E MORRISON2015-10-13
0032013-01-01JAMES E MORRISON JAMES E MORRISON2014-10-13
0032012-01-01JAMES E MORRISON JAMES E MORRISON2013-10-08
0032011-01-01JAMES E MORRISON JAMES E MORRISON2012-10-12
0032009-01-01JAMES E MORRISON JAMES E MORRISON2010-10-07

Plan Statistics for UNITED HELPERS 401(K) RETIREMENT PLAN

401k plan membership statisitcs for UNITED HELPERS 401(K) RETIREMENT PLAN

Measure Date Value
2022: UNITED HELPERS 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01728
Total number of active participants reported on line 7a of the Form 55002022-01-01527
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01109
Total of all active and inactive participants2022-01-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01636
Number of participants with account balances2022-01-01546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: UNITED HELPERS 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01711
Total number of active participants reported on line 7a of the Form 55002021-01-01462
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01254
Total of all active and inactive participants2021-01-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01716
Number of participants with account balances2021-01-01646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: UNITED HELPERS 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01781
Total number of active participants reported on line 7a of the Form 55002020-01-01605
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01106
Total of all active and inactive participants2020-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01711
Number of participants with account balances2020-01-01573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0135
2019: UNITED HELPERS 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01825
Total number of active participants reported on line 7a of the Form 55002019-01-01670
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0162
Total of all active and inactive participants2019-01-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01732
Number of participants with account balances2019-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: UNITED HELPERS 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01795
Total number of active participants reported on line 7a of the Form 55002018-01-01628
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01170
Total of all active and inactive participants2018-01-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01798
Number of participants with account balances2018-01-01692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: UNITED HELPERS 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01781
Total number of active participants reported on line 7a of the Form 55002017-01-01694
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01101
Total of all active and inactive participants2017-01-01795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01795
Number of participants with account balances2017-01-01675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: UNITED HELPERS 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01756
Total number of active participants reported on line 7a of the Form 55002016-01-01724
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01751
Number of participants with account balances2016-01-01610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0127
2015: UNITED HELPERS 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01843
Total number of active participants reported on line 7a of the Form 55002015-01-01678
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01701
Number of participants with account balances2015-01-01622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNITED HELPERS 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01845
Total number of active participants reported on line 7a of the Form 55002014-01-01822
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01843
Number of participants with account balances2014-01-01598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNITED HELPERS 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01985
Total number of active participants reported on line 7a of the Form 55002013-01-01796
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01828
Number of participants with account balances2013-01-01589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0130
2012: UNITED HELPERS 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01727
Total number of active participants reported on line 7a of the Form 55002012-01-01896
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01945
Number of participants with account balances2012-01-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: UNITED HELPERS 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01831
Total number of active participants reported on line 7a of the Form 55002011-01-01705
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01727
Number of participants with account balances2011-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: UNITED HELPERS 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01825
Total number of active participants reported on line 7a of the Form 55002009-01-01762
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01801
Number of participants with account balances2009-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on UNITED HELPERS 401(K) RETIREMENT PLAN

Measure Date Value
2022 : UNITED HELPERS 401(K) RETIREMENT PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-563,054
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,682,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,535,737
Expenses. Certain deemed distributions of participant loans2022-12-31$25,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$898,228
Value of total assets at end of year2022-12-31$7,886,716
Value of total assets at beginning of year2022-12-31$10,131,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$121,105
Total interest from all sources2022-12-31$8,159
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$142,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$142,374
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$825,450
Participant contributions at end of year2022-12-31$174,554
Participant contributions at beginning of year2022-12-31$225,292
Participant contributions at end of year2022-12-31$91
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,461
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$12
Administrative expenses (other) incurred2022-12-31$121,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,245,273
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,886,716
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,131,989
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$6,998,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,257,910
Interest on participant loans2022-12-31$8,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$713,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$648,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,611,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$57,317
Employer contributions (assets) at end of year2022-12-31$9
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,535,737
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 name2022-12-31LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2022-12-31160765486
2021 : UNITED HELPERS 401(K) RETIREMENT PLAN 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$2,211,920
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,729,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,550,793
Expenses. Certain deemed distributions of participant loans2021-12-31$54,878
Value of total corrective distributions2021-12-31$9,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$958,744
Value of total assets at end of year2021-12-31$10,131,989
Value of total assets at beginning of year2021-12-31$9,649,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$115,031
Total interest from all sources2021-12-31$10,355
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$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$884,474
Participant contributions at end of year2021-12-31$225,292
Participant contributions at beginning of year2021-12-31$221,721
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,587
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$6,911
Administrative expenses (other) incurred2021-12-31$115,031
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$482,006
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,131,989
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,649,983
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$9,257,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,939,479
Interest on participant loans2021-12-31$10,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$648,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$488,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,235,910
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$70,683
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,550,793
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 name2021-12-31BUFFAMANTE, WHIPPLE, BUTTAFARO PC
Accountancy firm EIN2021-12-31161117932
2020 : UNITED HELPERS 401(K) RETIREMENT PLAN 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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,138,779
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$429,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$318,784
Expenses. Certain deemed distributions of participant loans2020-12-31$15,299
Value of total corrective distributions2020-12-31$1,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$906,739
Value of total assets at end of year2020-12-31$9,649,983
Value of total assets at beginning of year2020-12-31$7,940,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$93,806
Total interest from all sources2020-12-31$12,666
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$297,469
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$297,469
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$836,132
Participant contributions at end of year2020-12-31$221,721
Participant contributions at beginning of year2020-12-31$230,844
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$626
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,319
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,709,121
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,649,983
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,940,862
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$8,939,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,383,182
Interest on participant loans2020-12-31$12,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$488,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$326,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$921,905
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$63,288
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$-10
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$318,784
Contract administrator fees2020-12-31$93,806
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BUFFAMANTE, WHIPPLE, BUTTAFARO PC
Accountancy firm EIN2020-12-31161117932
2019 : UNITED HELPERS 401(K) RETIREMENT PLAN 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$2,421,094
Total income from all sources (including contributions)2019-12-31$2,421,094
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$946,716
Total of all expenses incurred2019-12-31$946,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$799,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$799,978
Expenses. Certain deemed distributions of participant loans2019-12-31$58,311
Expenses. Certain deemed distributions of participant loans2019-12-31$58,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,057,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,057,027
Value of total assets at end of year2019-12-31$7,940,862
Value of total assets at end of year2019-12-31$7,940,862
Value of total assets at beginning of year2019-12-31$6,466,484
Value of total assets at beginning of year2019-12-31$6,466,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$88,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$88,427
Total interest from all sources2019-12-31$12,436
Total interest from all sources2019-12-31$12,436
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$238,990
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$238,990
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$238,990
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$238,990
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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$771,697
Contributions received from participants2019-12-31$771,697
Participant contributions at end of year2019-12-31$230,844
Participant contributions at end of year2019-12-31$230,844
Participant contributions at beginning of year2019-12-31$188,699
Participant contributions at beginning of year2019-12-31$188,699
Participant contributions at end of year2019-12-31$626
Participant contributions at end of year2019-12-31$626
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$227,989
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$227,989
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
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$1,474,378
Value of net income/loss2019-12-31$1,474,378
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,940,862
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,940,862
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,466,484
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,466,484
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$7,383,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,383,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,943,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,943,711
Interest on participant loans2019-12-31$12,436
Interest on participant loans2019-12-31$12,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$326,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$326,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$307,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$307,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,112,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,112,641
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$57,341
Contributions received in cash from employer2019-12-31$57,341
Employer contributions (assets) at end of year2019-12-31$-10
Employer contributions (assets) at end of year2019-12-31$-10
Employer contributions (assets) at beginning of year2019-12-31$26,780
Employer contributions (assets) at beginning of year2019-12-31$26,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$799,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$799,978
Contract administrator fees2019-12-31$88,427
Contract administrator fees2019-12-31$88,427
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BUFFAMANTE, WHIPPLE, BUTTAFARO PC
Accountancy firm name2019-12-31BUFFAMANTE, WHIPPLE, BUTTAFARO PC
Accountancy firm EIN2019-12-31161117932
Accountancy firm EIN2019-12-31161117932
2018 : UNITED HELPERS 401(K) RETIREMENT PLAN 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$641,309
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$433,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$327,817
Expenses. Certain deemed distributions of participant loans2018-12-31$27,248
Value of total corrective distributions2018-12-31$1,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$980,175
Value of total assets at end of year2018-12-31$6,466,484
Value of total assets at beginning of year2018-12-31$6,259,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$76,978
Total interest from all sources2018-12-31$8,565
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$762,093
Participant contributions at end of year2018-12-31$188,699
Participant contributions at beginning of year2018-12-31$187,764
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$27,994
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$164,837
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
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$207,419
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,466,484
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,259,065
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$5,943,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,717,838
Interest on participant loans2018-12-31$8,565
Income. Interest from loans (other than to participants)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$307,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$297,677
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-347,431
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$53,245
Employer contributions (assets) at end of year2018-12-31$26,780
Employer contributions (assets) at beginning of year2018-12-31$27,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$327,817
Contract administrator fees2018-12-31$76,978
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BUFFAMANTE, WHIPPLE, BUTTAFARO PC
Accountancy firm EIN2018-12-31161117932
2017 : UNITED HELPERS 401(K) RETIREMENT PLAN 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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,636,822
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$219,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$167,227
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$769,423
Value of total assets at end of year2017-12-31$6,259,065
Value of total assets at beginning of year2017-12-31$4,841,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$52,020
Total interest from all sources2017-12-31$6,910
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
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$690,682
Participant contributions at end of year2017-12-31$187,764
Participant contributions at beginning of year2017-12-31$162,392
Participant contributions at end of year2017-12-31$27,994
Participant contributions at beginning of year2017-12-31$22,058
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$26,704
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,417,575
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,259,065
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,841,490
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
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,717,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,632,044
Interest on participant loans2017-12-31$6,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$297,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$860,489
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$52,037
Employer contributions (assets) at end of year2017-12-31$27,792
Employer contributions (assets) at beginning of year2017-12-31$24,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$167,227
Contract administrator fees2017-12-31$52,020
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BUFFAMANTE, WHIPPLE, BUTTAFARO PC
Accountancy firm EIN2017-12-31161117932
2016 : UNITED HELPERS 401(K) RETIREMENT PLAN 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$888,576
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$447,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$432,351
Expenses. Certain deemed distributions of participant loans2016-12-31$13,544
Value of total corrective distributions2016-12-31$1,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$718,907
Value of total assets at end of year2016-12-31$4,841,490
Value of total assets at beginning of year2016-12-31$4,400,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$7,589
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$585,022
Participant contributions at end of year2016-12-31$162,392
Participant contributions at beginning of year2016-12-31$188,920
Participant contributions at end of year2016-12-31$22,058
Participant contributions at beginning of year2016-12-31$20,939
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$95,583
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$44
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$441,442
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,841,490
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,400,048
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$4,632,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,167,397
Interest on participant loans2016-12-31$7,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$162,080
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$38,302
Employer contributions (assets) at end of year2016-12-31$24,996
Employer contributions (assets) at beginning of year2016-12-31$22,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$432,307
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 name2016-12-31PINTO MUCENSKI HOOPER VANHOUSE & CO
Accountancy firm EIN2016-12-31161207215
2015 : UNITED HELPERS 401(K) RETIREMENT PLAN 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$500,281
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$499,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$474,434
Expenses. Certain deemed distributions of participant loans2015-12-31$24,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$672,551
Value of total assets at end of year2015-12-31$4,400,048
Value of total assets at beginning of year2015-12-31$4,398,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$7,337
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$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$579,432
Participant contributions at end of year2015-12-31$188,920
Participant contributions at beginning of year2015-12-31$191,666
Participant contributions at end of year2015-12-31$20,939
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$51,635
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$-5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$1,070
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,400,048
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,398,978
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$4,167,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,187,171
Interest on participant loans2015-12-31$7,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-179,607
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$41,484
Employer contributions (assets) at end of year2015-12-31$22,792
Employer contributions (assets) at beginning of year2015-12-31$20,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$474,434
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 name2015-12-31PINTO MUCENSKI HOOPER VANHOUSE & CO
Accountancy firm EIN2015-12-31161207215
2014 : UNITED HELPERS 401(K) RETIREMENT PLAN 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$808,680
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$285,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$271,040
Expenses. Certain deemed distributions of participant loans2014-12-31$14,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$649,830
Value of total assets at end of year2014-12-31$4,398,978
Value of total assets at beginning of year2014-12-31$3,876,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$5,360
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$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$509,457
Participant contributions at end of year2014-12-31$191,666
Participant contributions at beginning of year2014-12-31$115,472
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$101,837
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$-5
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$-283
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$522,709
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,398,978
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,876,269
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$4,187,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,740,787
Interest on participant loans2014-12-31$5,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$153,490
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$38,536
Employer contributions (assets) at end of year2014-12-31$20,146
Employer contributions (assets) at beginning of year2014-12-31$20,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$271,040
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PINTO MUCENSKI HOOPER VANHOUSE & CO
Accountancy firm EIN2014-12-31161207215
2013 : UNITED HELPERS 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$1,071,295
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$167,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$162,096
Expenses. Certain deemed distributions of participant loans2013-12-31$5,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$568,158
Value of total assets at end of year2013-12-31$3,876,269
Value of total assets at beginning of year2013-12-31$2,972,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$3,447
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$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$516,336
Participant contributions at end of year2013-12-31$115,472
Participant contributions at beginning of year2013-12-31$62,125
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,079
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$-283
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$-82
Other income not declared elsewhere2013-12-31$-29
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$904,022
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,876,269
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,972,247
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$3,740,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,891,422
Interest on participant loans2013-12-31$3,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$499,719
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$37,743
Employer contributions (assets) at end of year2013-12-31$20,293
Employer contributions (assets) at beginning of year2013-12-31$18,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$162,096
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 name2013-12-31PINTO MUCENSKI HOOPER VANHOUSE & CO
Accountancy firm EIN2013-12-31161207215
2012 : UNITED HELPERS 401(K) RETIREMENT PLAN 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$819,011
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$167,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$162,755
Expenses. Certain deemed distributions of participant loans2012-12-31$5,062
Value of total corrective distributions2012-12-31$78
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$554,840
Value of total assets at end of year2012-12-31$2,972,247
Value of total assets at beginning of year2012-12-31$2,321,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$2,086
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$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$514,307
Participant contributions at end of year2012-12-31$62,125
Participant contributions at beginning of year2012-12-31$45,501
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,732
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$-82
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$-88
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$651,116
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,972,247
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,321,131
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$2,891,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,258,863
Interest on participant loans2012-12-31$2,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$262,085
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$29,801
Employer contributions (assets) at end of year2012-12-31$18,782
Employer contributions (assets) at beginning of year2012-12-31$16,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$162,755
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 name2012-12-31PINTO MUCENSKI HOOPER VANHOUSE & CO
Accountancy firm EIN2012-12-31161207215
2011 : UNITED HELPERS 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$500,099
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$204,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$194,472
Expenses. Certain deemed distributions of participant loans2011-12-31$7,777
Value of total corrective distributions2011-12-31$2,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$547,157
Value of total assets at end of year2011-12-31$2,321,131
Value of total assets at beginning of year2011-12-31$2,025,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,585
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$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$460,197
Participant contributions at end of year2011-12-31$45,501
Participant contributions at beginning of year2011-12-31$32,878
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$54,984
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$-88
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$-50
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$295,729
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,321,131
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,025,402
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$2,258,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,975,832
Interest on participant loans2011-12-31$1,585
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-48,643
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$31,976
Employer contributions (assets) at end of year2011-12-31$16,855
Employer contributions (assets) at beginning of year2011-12-31$16,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$194,472
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 name2011-12-31PINTO MUCENSKI HOOPER VANHOUSE & CO
Accountancy firm EIN2011-12-31161207215
2010 : UNITED HELPERS 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$662,306
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$240,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$238,572
Expenses. Certain deemed distributions of participant loans2010-12-31$2,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$484,364
Value of total assets at end of year2010-12-31$2,025,402
Value of total assets at beginning of year2010-12-31$1,603,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,161
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$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$451,268
Participant contributions at end of year2010-12-31$32,878
Participant contributions at beginning of year2010-12-31$23,693
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$-50
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$421,439
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,025,402
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,603,963
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$1,975,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,564,017
Interest on participant loans2010-12-31$1,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$176,781
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$33,096
Employer contributions (assets) at end of year2010-12-31$16,742
Employer contributions (assets) at beginning of year2010-12-31$16,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$238,572
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 name2010-12-31PINTO MUCENSKI HOOPER VANHOUSE & CO
Accountancy firm EIN2010-12-31161207215

Form 5500 Responses for UNITED HELPERS 401(K) RETIREMENT PLAN

2022: UNITED HELPERS 401(K) RETIREMENT PLAN 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: UNITED HELPERS 401(K) RETIREMENT PLAN 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: UNITED HELPERS 401(K) RETIREMENT PLAN 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: UNITED HELPERS 401(K) RETIREMENT PLAN 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: UNITED HELPERS 401(K) RETIREMENT PLAN 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: UNITED HELPERS 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final 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: UNITED HELPERS 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED HELPERS 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED HELPERS 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED HELPERS 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED HELPERS 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED HELPERS 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNITED HELPERS 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517265-000
Policy instance 1
Insurance contract or identification number517265-000
Number of Individuals Covered546
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,312
Total amount of fees paid to insurance companyUSD $4,145
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 Administration0
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?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4145
Additional information about fees paid to insurance broker05
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517265-000
Policy instance 1
Insurance contract or identification number517265-000
Number of Individuals Covered646
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,819
Total amount of fees paid to insurance companyUSD $4,959
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 Administration0
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?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4959
Additional information about fees paid to insurance broker5
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517265-000
Policy instance 1
Insurance contract or identification number517265-000
Number of Individuals Covered711
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,161
Total amount of fees paid to insurance companyUSD $4,009
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 Administration0
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?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4009
Additional information about fees paid to insurance broker5
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517265-000
Policy instance 1
Insurance contract or identification number517265-000
Number of Individuals Covered556
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,583
Total amount of fees paid to insurance companyUSD $3,619
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 Administration0
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?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3619
Additional information about fees paid to insurance broker5
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517265-000
Policy instance 1
Insurance contract or identification number517265-000
Number of Individuals Covered690
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,455
Total amount of fees paid to insurance companyUSD $3,356
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 Administration0
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?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3356
Additional information about fees paid to insurance broker5
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517265-000
Policy instance 1
Insurance contract or identification number517265-000
Number of Individuals Covered650
Insurance policy start date2017-01-23
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,655
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 Administration0
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?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7596
Additional information about fees paid to insurance broker5
Insurance broker organization code?5
Insurance broker nameCADARET, GRANT & CO., INC.

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