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PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 401k Plan overview

Plan NamePORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS
Plan identification number 002

PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PORTLAND CEMENT ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:PORTLAND CEMENT ASSOCIATION
Employer identification number (EIN):361638940
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about PORTLAND CEMENT ASSOCIATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1970-05-18
Company Identification Number: 0003039207
Legal Registered Office Address: 200 MASSACHUSETTS AVE NE

WASHINGTON
United States of America (USA)
20002

More information about PORTLAND CEMENT ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01WILLIAM BRADY
0022016-01-01WILLIAM BRADY
0022015-01-01LAURA NEDLI
0022014-01-01LAURA NEDLI
0022013-01-01LAURA NEDLI
0022012-01-01LAURA M NEDLI LAURA M NEDLI2013-10-11
0022011-01-01LAURA M NEDLI
0022009-01-01LAURA NEDLI LAURA NEDLI2010-10-13

Plan Statistics for PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS

401k plan membership statisitcs for PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS

Measure Date Value
2022: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2022 401k membership
Total participants, beginning-of-year2022-01-01115
Total number of active participants reported on line 7a of the Form 55002022-01-0157
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0154
Total of all active and inactive participants2022-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01125
Number of participants with account balances2022-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2021 401k membership
Total participants, beginning-of-year2021-01-01130
Total number of active participants reported on line 7a of the Form 55002021-01-0127
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-0175
Total of all active and inactive participants2021-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01115
Number of participants with account balances2021-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2020 401k membership
Total participants, beginning-of-year2020-01-01155
Total number of active participants reported on line 7a of the Form 55002020-01-0153
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01130
Number of participants with account balances2020-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2019 401k membership
Total participants, beginning-of-year2019-01-01159
Total number of active participants reported on line 7a of the Form 55002019-01-0177
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01155
Number of participants with account balances2019-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2018 401k membership
Total participants, beginning-of-year2018-01-01154
Total number of active participants reported on line 7a of the Form 55002018-01-0169
Number of retired or separated participants receiving benefits2018-01-0124
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01149
Number of participants with account balances2018-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2017 401k membership
Total participants, beginning-of-year2017-01-01149
Total number of active participants reported on line 7a of the Form 55002017-01-0175
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-0159
Total of all active and inactive participants2017-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-01151
Number of participants with account balances2017-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2016 401k membership
Total participants, beginning-of-year2016-01-01153
Total number of active participants reported on line 7a of the Form 55002016-01-0173
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-0159
Total of all active and inactive participants2016-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01148
Number of participants with account balances2016-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2015 401k membership
Total participants, beginning-of-year2015-01-01146
Total number of active participants reported on line 7a of the Form 55002015-01-0181
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01153
Number of participants with account balances2015-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2014 401k membership
Total participants, beginning-of-year2014-01-01148
Total number of active participants reported on line 7a of the Form 55002014-01-0177
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-0154
Total of all active and inactive participants2014-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-01145
Number of participants with account balances2014-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2013 401k membership
Total participants, beginning-of-year2013-01-01157
Total number of active participants reported on line 7a of the Form 55002013-01-0175
Number of retired or separated participants receiving benefits2013-01-0116
Number of other retired or separated participants entitled to future benefits2013-01-0154
Total of all active and inactive participants2013-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01148
Number of participants with account balances2013-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2012 401k membership
Total participants, beginning-of-year2012-01-01306
Total number of active participants reported on line 7a of the Form 55002012-01-0175
Number of retired or separated participants receiving benefits2012-01-0112
Number of other retired or separated participants entitled to future benefits2012-01-0168
Total of all active and inactive participants2012-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01157
Number of participants with account balances2012-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2011 401k membership
Total participants, beginning-of-year2011-01-01299
Total number of active participants reported on line 7a of the Form 55002011-01-01229
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0175
Total of all active and inactive participants2011-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01306
Number of participants with account balances2011-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2009 401k membership
Total participants, beginning-of-year2009-01-01185
Total number of active participants reported on line 7a of the Form 55002009-01-01232
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0163
Total of all active and inactive participants2009-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01297
Number of participants with account balances2009-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS

Measure Date Value
2022 : PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 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$0
Total income from all sources (including contributions)2022-12-31$-2,533,999
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,532,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,529,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$841,366
Value of total assets at end of year2022-12-31$22,892,147
Value of total assets at beginning of year2022-12-31$26,958,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,862
Total interest from all sources2022-12-31$153,566
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$630,417
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$630,417
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$356,902
Participant contributions at end of year2022-12-31$36,586
Participant contributions at beginning of year2022-12-31$62,477
Participant contributions at end of year2022-12-31$28,533
Participant contributions at beginning of year2022-12-31$24,189
Other income not declared elsewhere2022-12-31$69
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,066,485
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,892,147
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,958,632
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$14,454,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,848,707
Interest on participant loans2022-12-31$2,498
Interest earned on other investments2022-12-31$151,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,058,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,745,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,159,417
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$484,464
Employer contributions (assets) at end of year2022-12-31$314,366
Employer contributions (assets) at beginning of year2022-12-31$277,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,529,624
Contract administrator fees2022-12-31$2,862
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 name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 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$2,942,888
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$971,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$961,816
Expenses. Certain deemed distributions of participant loans2021-12-31$8,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$831,654
Value of total assets at end of year2021-12-31$26,958,632
Value of total assets at beginning of year2021-12-31$24,986,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,059
Total interest from all sources2021-12-31$195,806
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,663,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,663,307
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$380,566
Participant contributions at end of year2021-12-31$62,477
Participant contributions at beginning of year2021-12-31$110,111
Participant contributions at end of year2021-12-31$24,189
Participant contributions at beginning of year2021-12-31$18,263
Other income not declared elsewhere2021-12-31$1,000
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$1,971,738
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,958,632
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,986,894
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$17,848,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,597,364
Interest on participant loans2021-12-31$4,301
Interest earned on other investments2021-12-31$191,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,745,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,893,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$251,121
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$451,088
Employer contributions (assets) at end of year2021-12-31$277,742
Employer contributions (assets) at beginning of year2021-12-31$367,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$961,816
Contract administrator fees2021-12-31$1,059
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 name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,320,027
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,717,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,715,794
Expenses. Certain deemed distributions of participant loans2020-12-31$225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,453,356
Value of total assets at end of year2020-12-31$24,986,894
Value of total assets at beginning of year2020-12-31$27,383,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,007
Total interest from all sources2020-12-31$215,896
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$834,559
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$834,559
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$396,907
Participant contributions at end of year2020-12-31$110,111
Participant contributions at beginning of year2020-12-31$91,840
Participant contributions at end of year2020-12-31$18,263
Participant contributions at beginning of year2020-12-31$22,151
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$533,697
Other income not declared elsewhere2020-12-31$3,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-2,396,999
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,986,894
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,383,893
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$16,597,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,230,358
Interest on participant loans2020-12-31$5,042
Interest earned on other investments2020-12-31$210,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,893,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,607,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,812,480
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$522,752
Employer contributions (assets) at end of year2020-12-31$367,690
Employer contributions (assets) at beginning of year2020-12-31$431,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,715,794
Contract administrator fees2020-12-31$1,007
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2019 401k financial data
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$6,685,709
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,713,836
Total of all expenses incurred2019-12-31$5,713,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,686,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,686,994
Expenses. Certain deemed distributions of participant loans2019-12-31$12,226
Value of total corrective distributions2019-12-31$14,087
Value of total corrective distributions2019-12-31$14,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,927,769
Value of total assets at end of year2019-12-31$27,383,893
Value of total assets at end of year2019-12-31$27,383,893
Value of total assets at beginning of year2019-12-31$26,412,020
Value of total assets at beginning of year2019-12-31$26,412,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$529
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$529
Total interest from all sources2019-12-31$204,345
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$986,851
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$986,851
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$575,218
Contributions received from participants2019-12-31$575,218
Participant contributions at end of year2019-12-31$91,840
Participant contributions at end of year2019-12-31$91,840
Participant contributions at beginning of year2019-12-31$133,425
Participant contributions at beginning of year2019-12-31$133,425
Participant contributions at end of year2019-12-31$22,151
Participant contributions at end of year2019-12-31$22,151
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$673,830
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$673,830
Other income not declared elsewhere2019-12-31$6,934
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$971,873
Value of net income/loss2019-12-31$971,873
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,383,893
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,383,893
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,412,020
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,412,020
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$19,230,358
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,230,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,452,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,452,330
Interest on participant loans2019-12-31$6,151
Interest earned on other investments2019-12-31$198,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,607,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,607,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,826,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,826,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,559,810
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$678,721
Contributions received in cash from employer2019-12-31$678,721
Employer contributions (assets) at end of year2019-12-31$431,559
Employer contributions (assets) at end of year2019-12-31$431,559
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,686,994
Contract administrator fees2019-12-31$529
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
Accountancy firm EIN2019-12-31320043599
2018 : PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 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$1,292,054
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,055,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,002,522
Value of total corrective distributions2018-12-31$31,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,348,040
Value of total assets at end of year2018-12-31$26,412,020
Value of total assets at beginning of year2018-12-31$26,175,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,143
Total interest from all sources2018-12-31$144,404
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,498,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,498,576
Administrative expenses professional fees incurred2018-12-31$20,827
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$759,428
Participant contributions at end of year2018-12-31$133,425
Participant contributions at beginning of year2018-12-31$80,361
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$761,887
Other income not declared elsewhere2018-12-31$15,585
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$236,930
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,412,020
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,175,090
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$19,452,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,412,957
Interest on participant loans2018-12-31$5,987
Interest earned on other investments2018-12-31$138,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,826,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,681,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,714,551
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$826,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,002,522
Contract administrator fees2018-12-31$316
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,776,016
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$953,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$896,058
Expenses. Certain deemed distributions of participant loans2017-12-31$45,958
Value of total corrective distributions2017-12-31$10,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,483,017
Value of total assets at end of year2017-12-31$26,175,090
Value of total assets at beginning of year2017-12-31$22,352,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$319
Total interest from all sources2017-12-31$107,485
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,300,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,300,231
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$687,134
Participant contributions at end of year2017-12-31$80,361
Participant contributions at beginning of year2017-12-31$101,951
Other income not declared elsewhere2017-12-31$11,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,822,778
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,175,090
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,352,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,412,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,315,705
Interest on participant loans2017-12-31$5,324
Interest earned on other investments2017-12-31$102,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,681,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,934,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,873,786
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$795,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$896,058
Contract administrator fees2017-12-31$319
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 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$3,031,987
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,047,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,009,692
Expenses. Certain deemed distributions of participant loans2016-12-31$16,111
Value of total corrective distributions2016-12-31$12,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,547,245
Value of total assets at end of year2016-12-31$22,352,312
Value of total assets at beginning of year2016-12-31$23,368,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,951
Total interest from all sources2016-12-31$95,703
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,555,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,555,779
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$694,897
Participant contributions at end of year2016-12-31$101,951
Participant contributions at beginning of year2016-12-31$160,279
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$82,791
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$102,086
Other income not declared elsewhere2016-12-31$14,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,015,943
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,352,312
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,368,255
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
Investment advisory and management fees2016-12-31$9,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,315,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,695,923
Interest on participant loans2016-12-31$7,044
Interest earned on other investments2016-12-31$88,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,934,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,600,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-180,851
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$750,262
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$829,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,009,692
Contract administrator fees2016-12-31$451
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 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$1,467,122
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,255,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,221,897
Value of total corrective distributions2015-12-31$12,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,569,673
Value of total assets at end of year2015-12-31$23,368,255
Value of total assets at beginning of year2015-12-31$24,156,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,170
Total interest from all sources2015-12-31$86,111
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,063,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,063,606
Administrative expenses professional fees incurred2015-12-31$13,159
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$713,581
Participant contributions at end of year2015-12-31$160,279
Participant contributions at beginning of year2015-12-31$181,779
Participant contributions at end of year2015-12-31$82,791
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$26,964
Other income not declared elsewhere2015-12-31$23,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-788,721
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,368,255
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,156,976
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
Investment advisory and management fees2015-12-31$7,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,695,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,643,773
Interest on participant loans2015-12-31$7,300
Interest earned on other investments2015-12-31$78,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,600,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,331,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,275,371
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$829,128
Employer contributions (assets) at end of year2015-12-31$829,128
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,221,897
Contract administrator fees2015-12-31$482
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2014 : PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 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$1,781,776
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,631,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,614,409
Expenses. Certain deemed distributions of participant loans2014-12-31$5,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$691,047
Value of total assets at end of year2014-12-31$24,156,976
Value of total assets at beginning of year2014-12-31$24,006,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,249
Total interest from all sources2014-12-31$82,510
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,266,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,266,183
Administrative expenses professional fees incurred2014-12-31$10,829
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$622,351
Participant contributions at end of year2014-12-31$181,779
Participant contributions at beginning of year2014-12-31$141,422
Other income not declared elsewhere2014-12-31$11,501
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$150,451
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,156,976
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,006,525
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$19,643,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,295,752
Interest on participant loans2014-12-31$6,923
Interest earned on other investments2014-12-31$75,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,331,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,569,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-269,465
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$68,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,614,409
Contract administrator fees2014-12-31$420
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 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$4,290,365
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,426,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,344,756
Value of total corrective distributions2013-12-31$5,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$645,465
Value of total assets at end of year2013-12-31$24,006,525
Value of total assets at beginning of year2013-12-31$23,143,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$76,866
Total interest from all sources2013-12-31$85,845
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$774,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$774,121
Administrative expenses professional fees incurred2013-12-31$69,511
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$577,233
Participant contributions at end of year2013-12-31$141,422
Participant contributions at beginning of year2013-12-31$157,931
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,304
Other income not declared elsewhere2013-12-31$54,913
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$863,382
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,006,525
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,143,143
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$19,295,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,917,835
Interest on participant loans2013-12-31$6,693
Interest earned on other investments2013-12-31$79,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,569,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,066,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,730,021
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$66,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,344,756
Contract administrator fees2013-12-31$7,355
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 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$88,121
Total income from all sources (including contributions)2012-12-31$3,517,036
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,801,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,735,057
Expenses. Certain deemed distributions of participant loans2012-12-31$51,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$734,852
Value of total assets at end of year2012-12-31$23,143,143
Value of total assets at beginning of year2012-12-31$23,515,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,770
Total interest from all sources2012-12-31$101,646
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$727,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$727,846
Administrative expenses professional fees incurred2012-12-31$7,500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$518,779
Participant contributions at end of year2012-12-31$157,931
Participant contributions at beginning of year2012-12-31$210,720
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$146,808
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$67,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$88,121
Other income not declared elsewhere2012-12-31$13,076
Total non interest bearing cash at beginning of year2012-12-31$19,213
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$-284,725
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,143,143
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,427,868
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$17,917,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,206,012
Interest on participant loans2012-12-31$7,004
Interest earned on other investments2012-12-31$94,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$162,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$162,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,066,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,850,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,939,616
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$69,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,735,057
Contract administrator fees2012-12-31$7,270
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599
2011 : PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 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$88,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$27,075
Total income from all sources (including contributions)2011-12-31$372,212
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,227,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,193,957
Expenses. Certain deemed distributions of participant loans2011-12-31$23,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$856,474
Value of total assets at end of year2011-12-31$23,515,989
Value of total assets at beginning of year2011-12-31$24,310,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,823
Total interest from all sources2011-12-31$115,343
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$618,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$618,547
Administrative expenses professional fees incurred2011-12-31$9,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$717,449
Participant contributions at end of year2011-12-31$210,720
Participant contributions at beginning of year2011-12-31$217,349
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$52,844
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$67,729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$27,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$88,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$27,075
Other income not declared elsewhere2011-12-31$3,057
Total non interest bearing cash at end of year2011-12-31$19,213
Total non interest bearing cash at beginning of year2011-12-31$137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-855,132
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,427,868
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,283,000
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$18,206,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,083,632
Interest on participant loans2011-12-31$8,376
Interest earned on other investments2011-12-31$106,965
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$162,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,808
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,850,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,976,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,221,209
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$86,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,193,957
Contract administrator fees2011-12-31$823
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-12-31320043599
2010 : PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$27,075
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$53,389
Total income from all sources (including contributions)2010-12-31$4,177,079
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$985,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$956,117
Expenses. Certain deemed distributions of participant loans2010-12-31$21,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$861,183
Value of total assets at end of year2010-12-31$24,310,075
Value of total assets at beginning of year2010-12-31$21,144,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,918
Total interest from all sources2010-12-31$13,631
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$554,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$554,641
Administrative expenses professional fees incurred2010-12-31$3,400
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$752,396
Participant contributions at end of year2010-12-31$217,349
Participant contributions at beginning of year2010-12-31$251,850
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$18,690
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$27,076
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$29,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$27,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$53,389
Other income not declared elsewhere2010-12-31$678
Total non interest bearing cash at end of year2010-12-31$137
Total non interest bearing cash at beginning of year2010-12-31$-5,689
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$3,191,571
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,283,000
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,091,429
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
Investment advisory and management fees2010-12-31$3,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,083,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,516,129
Interest on participant loans2010-12-31$13,582
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$3,319,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$33,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$33,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$49
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,976,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,643,985
Net investment gain or loss from common/collective trusts2010-12-31$102,961
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$90,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$956,117
Contract administrator fees2010-12-31$848
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2010-12-31320043599
2009 : PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS

2022: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 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: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 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: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedYes
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: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PORTLAND CEMENT ASSOCIATION LONG-TERM SAVINGS AND THRIFT PLANS 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894048-087
Policy instance 1
Insurance contract or identification number894048-087
Number of Individuals Covered74
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894048-087
Policy instance 1
Insurance contract or identification number894048-087
Number of Individuals Covered71
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893252-087
Policy instance 1
Insurance contract or identification number893252-087
Number of Individuals Covered75
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893252-087
Policy instance 1
Insurance contract or identification number893252-087
Number of Individuals Covered94
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893252-087
Policy instance 1
Insurance contract or identification number893252-087
Number of Individuals Covered106
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893252-087
Policy instance 1
Insurance contract or identification number893252-087
Number of Individuals Covered109
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893252-087
Policy instance 1
Insurance contract or identification number893252-087
Number of Individuals Covered91
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893252-087
Policy instance 1
Insurance contract or identification number893252-087
Number of Individuals Covered91
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893252-087
Policy instance 1
Insurance contract or identification number893252-087
Number of Individuals Covered88
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893252-087
Policy instance 1
Insurance contract or identification number893252-087
Number of Individuals Covered87
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893252-087
Policy instance 1
Insurance contract or identification number893252-087
Number of Individuals Covered88
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893252-087
Policy instance 1
Insurance contract or identification number893252-087
Number of Individuals Covered85
Insurance policy start date2010-11-19
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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

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