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NATIONAL FARMERS UNION UNIFORM PENSION PLAN 401k Plan overview

Plan NameNATIONAL FARMERS UNION UNIFORM PENSION PLAN
Plan identification number 001

NATIONAL FARMERS UNION UNIFORM PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

PENNSYLVANIA FARMERS UNION has sponsored the creation of one or more 401k plans.

Company Name:PENNSYLVANIA FARMERS UNION
Employer identification number (EIN):232195620
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL FARMERS UNION UNIFORM PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01ROGER JOHNSON2019-04-24
0012016-01-01
0012016-01-01ROGER JOHNSON2017-09-29
0012015-01-01
0012014-01-01
0012014-01-01LAURIE HARMON, AS PRACTITIONER
0012013-01-01LAURIE HARMON, AS PRACTITIONER
0012012-01-01LAURIE HARMON, AS PRACTITIONER
0012011-01-01ELOISE OWENS
0012010-01-01ELOISE OWENS
0012009-01-01ELOISE OWENS

Plan Statistics for NATIONAL FARMERS UNION UNIFORM PENSION PLAN

401k plan membership statisitcs for NATIONAL FARMERS UNION UNIFORM PENSION PLAN

Measure Date Value
2017: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3135,329
Acturial value of plan assets2016-12-3138,325
Funding target for retired participants and beneficiaries receiving payment2016-12-3123,097
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-3122,116
Active participant vested funding target2016-12-310
Number of active participants2016-12-310
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-314
Total funding target for all participants2016-12-3145,213
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3132,565
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3129,728
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31824
Net shortfall amortization installment of oustanding balance2016-12-316,888
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-312,378
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-312,378
Contributions allocatedtoward minimum required contributions for current year2016-12-3129,728
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-011
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-014
2009: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NATIONAL FARMERS UNION UNIFORM PENSION PLAN

Measure Date Value
2017 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2017 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-09-06$0
2016 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$34,697
Expenses. Total of all expenses incurred2016-12-31$12,261
Benefits paid (including direct rollovers)2016-12-31$3,048
Total plan assets at end of year2016-12-31$57,901
Total plan assets at beginning of year2016-12-31$35,465
Value of fidelity bond covering the plan2016-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$9,213
Other income received2016-12-31$2,132
Net income (gross income less expenses)2016-12-31$22,436
Net plan assets at end of year (total assets less liabilities)2016-12-31$57,901
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$35,465
Total contributions received or receivable from employer(s)2016-12-31$32,565
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$3,572
Expenses. Total of all expenses incurred2015-12-31$3,872
Benefits paid (including direct rollovers)2015-12-31$3,049
Total plan assets at end of year2015-12-31$35,465
Total plan assets at beginning of year2015-12-31$35,765
Value of fidelity bond covering the plan2015-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$823
Other income received2015-12-31$-1,402
Net income (gross income less expenses)2015-12-31$-300
Net plan assets at end of year (total assets less liabilities)2015-12-31$35,465
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$35,765
Total contributions received or receivable from employer(s)2015-12-31$4,974
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$3,194
Expenses. Total of all expenses incurred2014-12-31$10,828
Benefits paid (including direct rollovers)2014-12-31$3,048
Total plan assets at end of year2014-12-31$33,515
Total plan assets at beginning of year2014-12-31$41,149
Value of fidelity bond covering the plan2014-12-31$3,000,000
Other income received2014-12-31$1,194
Net income (gross income less expenses)2014-12-31$-7,634
Net plan assets at end of year (total assets less liabilities)2014-12-31$33,515
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$41,149
Total contributions received or receivable from employer(s)2014-12-31$2,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,780
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$7,259
Expenses. Total of all expenses incurred2013-12-31$8,608
Benefits paid (including direct rollovers)2013-12-31$3,049
Total plan assets at end of year2013-12-31$41,149
Total plan assets at beginning of year2013-12-31$42,498
Value of fidelity bond covering the plan2013-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2013-12-31$5,559
Other income received2013-12-31$5,259
Net income (gross income less expenses)2013-12-31$-1,349
Net plan assets at end of year (total assets less liabilities)2013-12-31$41,149
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$42,498
Total contributions received or receivable from employer(s)2013-12-31$2,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$7
Total income from all sources2012-12-31$6,347
Expenses. Total of all expenses incurred2012-12-31$3,492
Benefits paid (including direct rollovers)2012-12-31$3,048
Total plan assets at end of year2012-12-31$42,498
Total plan assets at beginning of year2012-12-31$39,650
Value of fidelity bond covering the plan2012-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$444
Other income received2012-12-31$4,347
Net income (gross income less expenses)2012-12-31$2,855
Net plan assets at end of year (total assets less liabilities)2012-12-31$42,498
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$39,643
Total contributions received or receivable from employer(s)2012-12-31$2,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$7
Total plan liabilities at beginning of year2011-12-31$23
Total income from all sources2011-12-31$6,644
Expenses. Total of all expenses incurred2011-12-31$8,925
Benefits paid (including direct rollovers)2011-12-31$2,874
Total plan assets at end of year2011-12-31$39,650
Total plan assets at beginning of year2011-12-31$41,947
Value of fidelity bond covering the plan2011-12-31$3,000,000
Other income received2011-12-31$3,644
Net income (gross income less expenses)2011-12-31$-2,281
Net plan assets at end of year (total assets less liabilities)2011-12-31$39,643
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$41,924
Total contributions received or receivable from employer(s)2011-12-31$3,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6,051
2010 : NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$23
Total plan liabilities at beginning of year2010-12-31$23
Total income from all sources2010-12-31$6,765
Expenses. Total of all expenses incurred2010-12-31$7,236
Benefits paid (including direct rollovers)2010-12-31$957
Total plan assets at end of year2010-12-31$41,947
Total plan assets at beginning of year2010-12-31$42,418
Value of fidelity bond covering the plan2010-12-31$3,000,000
Other income received2010-12-31$4,765
Net income (gross income less expenses)2010-12-31$-471
Net plan assets at end of year (total assets less liabilities)2010-12-31$41,924
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$42,395
Total contributions received or receivable from employer(s)2010-12-31$2,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$6,279

Form 5500 Responses for NATIONAL FARMERS UNION UNIFORM PENSION PLAN

2017: NATIONAL FARMERS UNION UNIFORM PENSION 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 filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: NATIONAL FARMERS UNION UNIFORM PENSION 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: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: NATIONAL FARMERS UNION UNIFORM PENSION 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: NATIONAL FARMERS UNION UNIFORM PENSION 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: NATIONAL FARMERS UNION UNIFORM PENSION 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
2010: NATIONAL FARMERS UNION UNIFORM PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL FARMERS UNION UNIFORM PENSION 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

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