401k Plan data: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 plan

UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 401k Plan overview

Plan Name	UNITED FACILITIES, INC. RETIREMENT PLAN 004-86
Plan identification number	004

UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Life insurance

401k Sponsoring company profile

UNITED FACILITIES INC. has sponsored the creation of one or more 401k plans.

Company Name: UNITED FACILITIES INC.

Employer identification number (EIN): 370702793

NAIC Classification: 493100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED FACILITIES, INC. RETIREMENT PLAN 004-86

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 RONALD G KOCH
004 2016-01-01 RONALD G KOCH
004 2015-01-01 RONALD G KOCH
004 2014-01-01 RONALD G KOCH
004 2013-01-01 RONALD G. KOCH
004 2012-01-01 RONALD G. KOCH
004 2011-01-01 RONALD G. KOCH
004 2010-01-01 RONALD G. KOCH
004 2009-01-01
004 2009-01-01 RONALD G. KOCH SECRETARY RONALD G. KOCH SECRETARY 2010-10-15
004 2009-01-01 RONALD G. KOCH SECRETARY RONALD G. KOCH SECRETARY 2010-10-15

Plan Statistics for UNITED FACILITIES, INC. RETIREMENT PLAN 004-86

401k plan membership statisitcs for UNITED FACILITIES, INC. RETIREMENT PLAN 004-86

Measure Date Value
2023: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2023 401k membership
Total participants, beginning-of-year 2023-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 268
Number of retired or separated participants receiving benefits 2023-01-01 2
Number of other retired or separated participants entitled to future benefits 2023-01-01 71
Total of all active and inactive participants 2023-01-01 341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 3
Total participants 2023-01-01 344
Number of participants with account balances 2023-01-01 335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 33
2022: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2022 401k membership
Total participants, beginning-of-year 2022-01-01 324
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 239
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 74
Total of all active and inactive participants 2022-01-01 316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 317
Number of participants with account balances 2022-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 49
2021: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2021 401k membership
Total participants, beginning-of-year 2021-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 245
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 73
Total of all active and inactive participants 2021-01-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 320
Number of participants with account balances 2021-01-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 45
2020: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2020 401k membership
Total participants, beginning-of-year 2020-01-01 424
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 239
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 83
Total of all active and inactive participants 2020-01-01 324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 325
Number of participants with account balances 2020-01-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 62
2019: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2019 401k membership
Total participants, beginning-of-year 2019-01-01 326
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 319
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 68
Total of all active and inactive participants 2019-01-01 389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 389
Number of participants with account balances 2019-01-01 385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 60
2018: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2018 401k membership
Total participants, beginning-of-year 2018-01-01 294
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 259
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 65
Total of all active and inactive participants 2018-01-01 326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 326
Number of participants with account balances 2018-01-01 326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 52
2017: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2017 401k membership
Total participants, beginning-of-year 2017-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 228
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 64
Total of all active and inactive participants 2017-01-01 294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 294
Number of participants with account balances 2017-01-01 294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 43
2016: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2016 401k membership
Total participants, beginning-of-year 2016-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 227
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 49
Total of all active and inactive participants 2016-01-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 277
Number of participants with account balances 2016-01-01 277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 37
2015: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2015 401k membership
Total participants, beginning-of-year 2015-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 226
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 48
Total of all active and inactive participants 2015-01-01 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 275
Number of participants with account balances 2015-01-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 33
2014: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2014 401k membership
Total participants, beginning-of-year 2014-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 219
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 46
Total of all active and inactive participants 2014-01-01 267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 268
Number of participants with account balances 2014-01-01 268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 35
2013: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2013 401k membership
Total participants, beginning-of-year 2013-01-01 291
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 235
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 50
Total of all active and inactive participants 2013-01-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 288
Number of participants with account balances 2013-01-01 288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 25
2012: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2012 401k membership
Total participants, beginning-of-year 2012-01-01 301
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 242
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 47
Total of all active and inactive participants 2012-01-01 291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 291
Number of participants with account balances 2012-01-01 291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 24
2011: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2011 401k membership
Total participants, beginning-of-year 2011-01-01 333
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 249
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 50
Total of all active and inactive participants 2011-01-01 301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 301
Number of participants with account balances 2011-01-01 301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 34
2010: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2010 401k membership
Total participants, beginning-of-year 2010-01-01 356
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 254
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 76
Total of all active and inactive participants 2010-01-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 333
Number of participants with account balances 2010-01-01 333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 71
2009: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2009 401k membership
Total participants, beginning-of-year 2009-01-01 301
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 298
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 57
Total of all active and inactive participants 2009-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 356
Number of participants with account balances 2009-01-01 356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 23

Measure	Date	Value
2023: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2023 401k membership
Total participants, beginning-of-year	2023-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	268
Number of retired or separated participants receiving benefits	2023-01-01	2
Number of other retired or separated participants entitled to future benefits	2023-01-01	71
Total of all active and inactive participants	2023-01-01	341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	3
Total participants	2023-01-01	344
Number of participants with account balances	2023-01-01	335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	33
2022: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2022 401k membership
Total participants, beginning-of-year	2022-01-01	324
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	239
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	74
Total of all active and inactive participants	2022-01-01	316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	317
Number of participants with account balances	2022-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	49
2021: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2021 401k membership
Total participants, beginning-of-year	2021-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	245
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	73
Total of all active and inactive participants	2021-01-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	320
Number of participants with account balances	2021-01-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	45
2020: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2020 401k membership
Total participants, beginning-of-year	2020-01-01	424
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	239
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	83
Total of all active and inactive participants	2020-01-01	324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	325
Number of participants with account balances	2020-01-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	62
2019: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2019 401k membership
Total participants, beginning-of-year	2019-01-01	326
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	319
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	68
Total of all active and inactive participants	2019-01-01	389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	389
Number of participants with account balances	2019-01-01	385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	60
2018: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2018 401k membership
Total participants, beginning-of-year	2018-01-01	294
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	259
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	65
Total of all active and inactive participants	2018-01-01	326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	326
Number of participants with account balances	2018-01-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	52
2017: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2017 401k membership
Total participants, beginning-of-year	2017-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	228
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	64
Total of all active and inactive participants	2017-01-01	294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	294
Number of participants with account balances	2017-01-01	294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	43
2016: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2016 401k membership
Total participants, beginning-of-year	2016-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	227
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	49
Total of all active and inactive participants	2016-01-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	277
Number of participants with account balances	2016-01-01	277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	37
2015: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2015 401k membership
Total participants, beginning-of-year	2015-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	226
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	48
Total of all active and inactive participants	2015-01-01	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	275
Number of participants with account balances	2015-01-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	33
2014: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2014 401k membership
Total participants, beginning-of-year	2014-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	219
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	46
Total of all active and inactive participants	2014-01-01	267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	268
Number of participants with account balances	2014-01-01	268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	35
2013: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2013 401k membership
Total participants, beginning-of-year	2013-01-01	291
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	235
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	50
Total of all active and inactive participants	2013-01-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	288
Number of participants with account balances	2013-01-01	288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	25
2012: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2012 401k membership
Total participants, beginning-of-year	2012-01-01	301
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	242
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	47
Total of all active and inactive participants	2012-01-01	291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	291
Number of participants with account balances	2012-01-01	291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	24
2011: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2011 401k membership
Total participants, beginning-of-year	2011-01-01	333
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	249
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	50
Total of all active and inactive participants	2011-01-01	301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	301
Number of participants with account balances	2011-01-01	301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	34
2010: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2010 401k membership
Total participants, beginning-of-year	2010-01-01	356
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	254
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	76
Total of all active and inactive participants	2010-01-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	333
Number of participants with account balances	2010-01-01	333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	71
2009: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2009 401k membership
Total participants, beginning-of-year	2009-01-01	301
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	298
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	57
Total of all active and inactive participants	2009-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	356
Number of participants with account balances	2009-01-01	356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	23

Financial Data on UNITED FACILITIES, INC. RETIREMENT PLAN 004-86

Measure	Date	Value
2023 : UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$30,319
Total unrealized appreciation/depreciation of assets	2023-12-31	$30,319
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$6,644,755
Total loss/gain on sale of assets	2023-12-31	$-460
Total of all expenses incurred	2023-12-31	$1,301,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,233,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,956,410
Value of total assets at end of year	2023-12-31	$31,498,919
Value of total assets at beginning of year	2023-12-31	$26,155,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$68,196
Total interest from all sources	2023-12-31	$37,503
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$921,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$921,434
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,167,674
Participant contributions at end of year	2023-12-31	$722,566
Participant contributions at beginning of year	2023-12-31	$685,785
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$327,233
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$323,648
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$82,423
Other income not declared elsewhere	2023-12-31	$9,821
Total non interest bearing cash at end of year	2023-12-31	$1,160
Total non interest bearing cash at beginning of year	2023-12-31	$1,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$5,343,325
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$31,498,919
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$26,155,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$27,815,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$22,793,120
Interest on participant loans	2023-12-31	$37,503
Value of interest in common/collective trusts at end of year	2023-12-31	$2,560,163
Value of interest in common/collective trusts at beginning of year	2023-12-31	$2,283,571
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$4,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$3,666,422
Net investment gain or loss from common/collective trusts	2023-12-31	$23,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$706,313
Employer contributions (assets) at end of year	2023-12-31	$71,923
Employer contributions (assets) at beginning of year	2023-12-31	$67,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,228,281
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$21,273
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$21,733
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2023-12-31	410746749
2022 : UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$694
Total unrealized appreciation/depreciation of assets	2022-12-31	$694
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	$-3,731,135
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,947,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,870,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,737,001
Value of total assets at end of year	2022-12-31	$26,155,594
Value of total assets at beginning of year	2022-12-31	$32,833,897
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$76,657
Total interest from all sources	2022-12-31	$28,119
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$893,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$893,614
Administrative expenses professional fees incurred	2022-12-31	$76,657
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,027,760
Participant contributions at end of year	2022-12-31	$685,785
Participant contributions at beginning of year	2022-12-31	$663,375
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$31,659
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$323,648
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$339,305
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$34,652
Other income not declared elsewhere	2022-12-31	$14,908
Total non interest bearing cash at end of year	2022-12-31	$1,995
Total non interest bearing cash at beginning of year	2022-12-31	$6,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,678,303
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$26,155,594
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$32,833,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$22,793,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$29,177,112
Interest on participant loans	2022-12-31	$28,119
Value of interest in common/collective trusts at end of year	2022-12-31	$2,283,571
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,549,271
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$4,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,453,529
Net investment gain or loss from common/collective trusts	2022-12-31	$48,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$674,589
Employer contributions (assets) at end of year	2022-12-31	$67,475
Employer contributions (assets) at beginning of year	2022-12-31	$66,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,865,795
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$16,352
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$16,352
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$31,422
Total income from all sources (including contributions)	2021-12-31	$5,818,356
Total loss/gain on sale of assets	2021-12-31	$-9,286
Total of all expenses incurred	2021-12-31	$2,687,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,629,018
Value of total corrective distributions	2021-12-31	$3,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,650,452
Value of total assets at end of year	2021-12-31	$32,833,897
Value of total assets at beginning of year	2021-12-31	$29,734,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$54,951
Total interest from all sources	2021-12-31	$24,567
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,505,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,505,900
Administrative expenses professional fees incurred	2021-12-31	$54,951
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$994,233
Participant contributions at end of year	2021-12-31	$663,375
Participant contributions at beginning of year	2021-12-31	$560,134
Participant contributions at end of year	2021-12-31	$31,659
Participant contributions at beginning of year	2021-12-31	$25,750
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$339,305
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$370,572
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$17,929
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$4,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$31,422
Other income not declared elsewhere	2021-12-31	$18,903
Total non interest bearing cash at end of year	2021-12-31	$6,310
Total non interest bearing cash at beginning of year	2021-12-31	$126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,130,469
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$32,833,897
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$29,703,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$29,177,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$25,855,722
Interest on participant loans	2021-12-31	$24,567
Value of interest in common/collective trusts at end of year	2021-12-31	$2,549,271
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,861,917
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$1,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,590,446
Net investment gain or loss from common/collective trusts	2021-12-31	$37,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$638,290
Employer contributions (assets) at end of year	2021-12-31	$66,865
Employer contributions (assets) at beginning of year	2021-12-31	$56,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,627,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$54,970
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$64,256
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$17,265
Total unrealized appreciation/depreciation of assets	2020-12-31	$17,265
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$31,422
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$69,824
Total income from all sources (including contributions)	2020-12-31	$4,785,495
Total loss/gain on sale of assets	2020-12-31	$622
Total of all expenses incurred	2020-12-31	$3,228,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,206,426
Expenses. Certain deemed distributions of participant loans	2020-12-31	$2,281
Value of total corrective distributions	2020-12-31	$6,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,447,537
Value of total assets at end of year	2020-12-31	$29,734,850
Value of total assets at beginning of year	2020-12-31	$28,216,588
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$13,577
Total interest from all sources	2020-12-31	$31,168
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$269,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$269,969
Administrative expenses professional fees incurred	2020-12-31	$13,577
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$878,928
Participant contributions at end of year	2020-12-31	$560,134
Participant contributions at beginning of year	2020-12-31	$826,624
Participant contributions at end of year	2020-12-31	$25,750
Participant contributions at beginning of year	2020-12-31	$17,461
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$370,572
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$441,632
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$29,630
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$4,250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$5,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$31,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$69,824
Other income not declared elsewhere	2020-12-31	$-44
Total non interest bearing cash at end of year	2020-12-31	$126
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,556,664
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$29,703,428
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$28,146,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$25,855,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$24,290,591
Interest on participant loans	2020-12-31	$31,168
Value of interest in common/collective trusts at end of year	2020-12-31	$2,861,917
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,581,099
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$4,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,967,676
Net investment gain or loss from common/collective trusts	2020-12-31	$51,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$538,979
Employer contributions (assets) at end of year	2020-12-31	$56,379
Employer contributions (assets) at beginning of year	2020-12-31	$53,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,202,313
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$88,946
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$88,324
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$22,207
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$22,207
Total unrealized appreciation/depreciation of assets	2019-12-31	$22,207
Total unrealized appreciation/depreciation of assets	2019-12-31	$22,207
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$69,824
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$69,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$19,681
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$19,681
Total income from all sources (including contributions)	2019-12-31	$6,778,779
Total income from all sources (including contributions)	2019-12-31	$6,778,779
Total loss/gain on sale of assets	2019-12-31	$1,168
Total loss/gain on sale of assets	2019-12-31	$1,168
Total of all expenses incurred	2019-12-31	$2,871,726
Total of all expenses incurred	2019-12-31	$2,871,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,859,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,859,616
Expenses. Certain deemed distributions of participant loans	2019-12-31	$3,131
Expenses. Certain deemed distributions of participant loans	2019-12-31	$3,131
Value of total corrective distributions	2019-12-31	$732
Value of total corrective distributions	2019-12-31	$732
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,625,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,625,420
Value of total assets at end of year	2019-12-31	$28,216,588
Value of total assets at end of year	2019-12-31	$28,216,588
Value of total assets at beginning of year	2019-12-31	$24,259,392
Value of total assets at beginning of year	2019-12-31	$24,259,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,247
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,247
Total interest from all sources	2019-12-31	$37,819
Total interest from all sources	2019-12-31	$37,819
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$379,340
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$379,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$379,340
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$379,340
Administrative expenses professional fees incurred	2019-12-31	$8,247
Administrative expenses professional fees incurred	2019-12-31	$8,247
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$983,636
Contributions received from participants	2019-12-31	$983,636
Participant contributions at end of year	2019-12-31	$826,624
Participant contributions at end of year	2019-12-31	$826,624
Participant contributions at beginning of year	2019-12-31	$645,664
Participant contributions at beginning of year	2019-12-31	$645,664
Participant contributions at end of year	2019-12-31	$17,461
Participant contributions at end of year	2019-12-31	$17,461
Participant contributions at beginning of year	2019-12-31	$16,838
Participant contributions at beginning of year	2019-12-31	$16,838
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$441,632
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$441,632
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$474,530
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$474,530
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$5,734
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$5,734
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$4,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$4,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$69,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$69,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$19,681
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$19,681
Other income not declared elsewhere	2019-12-31	$824
Other income not declared elsewhere	2019-12-31	$824
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$1,000
Total non interest bearing cash at beginning of year	2019-12-31	$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 appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,907,053
Value of net income/loss	2019-12-31	$3,907,053
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$28,146,764
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$28,146,764
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$24,239,711
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$24,239,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$24,290,591
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$24,290,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,685,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,685,500
Interest on participant loans	2019-12-31	$37,819
Interest on participant loans	2019-12-31	$37,819
Value of interest in common/collective trusts at end of year	2019-12-31	$2,581,099
Value of interest in common/collective trusts at end of year	2019-12-31	$2,581,099
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,384,739
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,384,739
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$5,320
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$5,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,656,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,656,391
Net investment gain or loss from common/collective trusts	2019-12-31	$55,610
Net investment gain or loss from common/collective trusts	2019-12-31	$55,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$641,784
Contributions received in cash from employer	2019-12-31	$641,784
Employer contributions (assets) at end of year	2019-12-31	$53,447
Employer contributions (assets) at end of year	2019-12-31	$53,447
Employer contributions (assets) at beginning of year	2019-12-31	$46,503
Employer contributions (assets) at beginning of year	2019-12-31	$46,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,854,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,854,296
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$51,450
Aggregate proceeds on sale of assets	2019-12-31	$51,450
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$50,282
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$50,282
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2019-12-31	410746749
Accountancy firm EIN	2019-12-31	410746749
2018 : UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$24,529
Total unrealized appreciation/depreciation of assets	2018-12-31	$24,529
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$19,681
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$31,524
Total income from all sources (including contributions)	2018-12-31	$-325,881
Total loss/gain on sale of assets	2018-12-31	$611
Total of all expenses incurred	2018-12-31	$3,040,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,033,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,474,580
Value of total assets at end of year	2018-12-31	$24,259,392
Value of total assets at beginning of year	2018-12-31	$27,637,753
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,571
Total interest from all sources	2018-12-31	$29,382
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$325,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$325,497
Administrative expenses professional fees incurred	2018-12-31	$7,571
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$916,776
Participant contributions at end of year	2018-12-31	$645,664
Participant contributions at beginning of year	2018-12-31	$683,987
Participant contributions at end of year	2018-12-31	$16,838
Participant contributions at beginning of year	2018-12-31	$25,367
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$474,530
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$471,353
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$4,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$3,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$19,681
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$31,524
Other income not declared elsewhere	2018-12-31	$1,230
Total non interest bearing cash at end of year	2018-12-31	$1,000
Total non interest bearing cash at beginning of year	2018-12-31	$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-3,366,518
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$24,239,711
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$27,606,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$20,685,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$24,522,656
Interest on participant loans	2018-12-31	$29,382
Value of interest in common/collective trusts at end of year	2018-12-31	$2,384,739
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,881,266
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$6,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,222,752
Net investment gain or loss from common/collective trusts	2018-12-31	$41,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$557,804
Employer contributions (assets) at end of year	2018-12-31	$46,503
Employer contributions (assets) at beginning of year	2018-12-31	$49,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,026,104
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$21,962
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$21,351
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$25,719
Total unrealized appreciation/depreciation of assets	2017-12-31	$25,719
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$31,524
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$29,464
Total income from all sources (including contributions)	2017-12-31	$5,342,906
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,249,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,238,119
Expenses. Certain deemed distributions of participant loans	2017-12-31	$4,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,328,823
Value of total assets at end of year	2017-12-31	$27,637,753
Value of total assets at beginning of year	2017-12-31	$23,542,133
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,157
Total interest from all sources	2017-12-31	$25,117
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$300,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$300,110
Administrative expenses professional fees incurred	2017-12-31	$7,157
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$837,762
Participant contributions at end of year	2017-12-31	$683,987
Participant contributions at beginning of year	2017-12-31	$646,684
Participant contributions at end of year	2017-12-31	$25,367
Participant contributions at beginning of year	2017-12-31	$23,058
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$471,353
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$445,634
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$3,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$3,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$31,524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$29,464
Total non interest bearing cash at end of year	2017-12-31	$75
Total non interest bearing cash at beginning of year	2017-12-31	$633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,093,560
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$27,606,229
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$23,512,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$24,522,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$19,880,679
Interest on participant loans	2017-12-31	$25,117
Value of interest in common/collective trusts at end of year	2017-12-31	$1,881,266
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,495,392
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$7,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,627,616
Net investment gain or loss from common/collective trusts	2017-12-31	$35,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$491,061
Employer contributions (assets) at end of year	2017-12-31	$49,582
Employer contributions (assets) at beginning of year	2017-12-31	$46,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,230,806
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$26,430
Total unrealized appreciation/depreciation of assets	2016-12-31	$26,430
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$29,464
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$29,148
Total income from all sources (including contributions)	2016-12-31	$3,601,078
Total loss/gain on sale of assets	2016-12-31	$588
Total of all expenses incurred	2016-12-31	$646,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$641,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,446,687
Value of total assets at end of year	2016-12-31	$23,542,133
Value of total assets at beginning of year	2016-12-31	$20,587,695
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,753
Total interest from all sources	2016-12-31	$18,802
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$305,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$305,424
Administrative expenses professional fees incurred	2016-12-31	$5,753
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$903,031
Participant contributions at end of year	2016-12-31	$646,684
Participant contributions at beginning of year	2016-12-31	$510,160
Participant contributions at end of year	2016-12-31	$23,058
Participant contributions at beginning of year	2016-12-31	$22,994
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$445,634
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$433,221
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$3,940
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$29,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$29,148
Other income not declared elsewhere	2016-12-31	$11
Total non interest bearing cash at end of year	2016-12-31	$633
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,954,122
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$23,512,669
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$20,558,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$19,880,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$17,771,221
Interest on participant loans	2016-12-31	$18,802
Value of interest in common/collective trusts at end of year	2016-12-31	$2,495,392
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,803,901
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$7,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,768,606
Net investment gain or loss from common/collective trusts	2016-12-31	$34,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$543,656
Employer contributions (assets) at end of year	2016-12-31	$46,113
Employer contributions (assets) at beginning of year	2016-12-31	$46,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$633,473
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$14,605
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$14,017
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$28,868
Total unrealized appreciation/depreciation of assets	2015-12-31	$28,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$29,148
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$16,842
Total income from all sources (including contributions)	2015-12-31	$1,017,872
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,456,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,451,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,335,439
Value of total assets at end of year	2015-12-31	$20,587,695
Value of total assets at beginning of year	2015-12-31	$21,013,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,961
Total interest from all sources	2015-12-31	$17,821
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$259,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$259,209
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$817,046
Participant contributions at end of year	2015-12-31	$510,160
Participant contributions at beginning of year	2015-12-31	$537,210
Participant contributions at end of year	2015-12-31	$22,994
Participant contributions at beginning of year	2015-12-31	$14,519
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$433,221
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$439,513
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$10
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$29,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$16,842
Administrative expenses (other) incurred	2015-12-31	$4,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-438,488
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$20,558,547
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$20,997,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$17,771,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$17,717,641
Interest on participant loans	2015-12-31	$17,821
Value of interest in common/collective trusts at end of year	2015-12-31	$1,803,901
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,264,199
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$8,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-649,962
Net investment gain or loss from common/collective trusts	2015-12-31	$26,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$518,393
Employer contributions (assets) at end of year	2015-12-31	$46,197
Employer contributions (assets) at beginning of year	2015-12-31	$40,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,442,943
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$29,094
Total unrealized appreciation/depreciation of assets	2014-12-31	$29,094
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$16,842
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$14,595
Total income from all sources (including contributions)	2014-12-31	$2,456,936
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$971,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$964,196
Expenses. Certain deemed distributions of participant loans	2014-12-31	$2,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,222,094
Value of total assets at end of year	2014-12-31	$21,013,877
Value of total assets at beginning of year	2014-12-31	$19,526,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,440
Total interest from all sources	2014-12-31	$14,709
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$223,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$223,936
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$732,464
Participant contributions at end of year	2014-12-31	$537,210
Participant contributions at beginning of year	2014-12-31	$412,655
Participant contributions at end of year	2014-12-31	$14,519
Participant contributions at beginning of year	2014-12-31	$12,109
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$439,513
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$456,929
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,056
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$10
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$507
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$16,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$14,595
Other income not declared elsewhere	2014-12-31	$17
Administrative expenses (other) incurred	2014-12-31	$5,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,484,962
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$20,997,035
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$19,512,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$17,717,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$16,707,350
Interest on participant loans	2014-12-31	$14,709
Value of interest in common/collective trusts at end of year	2014-12-31	$2,264,199
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,898,012
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$9,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$943,355
Net investment gain or loss from common/collective trusts	2014-12-31	$23,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$488,574
Employer contributions (assets) at end of year	2014-12-31	$40,785
Employer contributions (assets) at beginning of year	2014-12-31	$39,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$954,569
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$24,897
Total unrealized appreciation/depreciation of assets	2013-12-31	$24,897
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$14,595
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$12,327
Total income from all sources (including contributions)	2013-12-31	$4,645,071
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$887,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$882,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,178,690
Value of total assets at end of year	2013-12-31	$19,526,668
Value of total assets at beginning of year	2013-12-31	$15,766,591
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,345
Total interest from all sources	2013-12-31	$13,317
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$175,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$175,267
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$696,496
Participant contributions at end of year	2013-12-31	$412,655
Participant contributions at beginning of year	2013-12-31	$419,958
Participant contributions at end of year	2013-12-31	$12,109
Participant contributions at beginning of year	2013-12-31	$12,959
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$456,929
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$444,355
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$4,121
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$507
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$1,019
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$14,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$12,327
Administrative expenses (other) incurred	2013-12-31	$4,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,757,809
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$19,512,073
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$15,754,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$16,707,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$12,925,118
Interest on participant loans	2013-12-31	$13,317
Value of interest in common/collective trusts at end of year	2013-12-31	$1,898,012
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,921,554
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$10,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,226,671
Net investment gain or loss from common/collective trusts	2013-12-31	$26,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$478,073
Employer contributions (assets) at end of year	2013-12-31	$39,106
Employer contributions (assets) at beginning of year	2013-12-31	$41,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$872,446
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2013-12-31	410746749
2012 : UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$29,190
Total unrealized appreciation/depreciation of assets	2012-12-31	$29,190
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$12,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$20,874
Total income from all sources (including contributions)	2012-12-31	$2,941,363
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$696,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$677,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,096,788
Value of total assets at end of year	2012-12-31	$15,766,591
Value of total assets at beginning of year	2012-12-31	$13,529,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$18,669
Total interest from all sources	2012-12-31	$12,784
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$203,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$203,506
Administrative expenses professional fees incurred	2012-12-31	$12,999
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$640,738
Participant contributions at end of year	2012-12-31	$419,958
Participant contributions at beginning of year	2012-12-31	$375,972
Participant contributions at end of year	2012-12-31	$12,959
Participant contributions at beginning of year	2012-12-31	$16,644
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$444,355
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$434,315
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$1,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$12,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$20,874
Administrative expenses (other) incurred	2012-12-31	$5,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,245,322
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$15,754,264
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$13,508,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$12,925,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$10,754,472
Interest on participant loans	2012-12-31	$12,784
Value of interest in common/collective trusts at end of year	2012-12-31	$1,921,554
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,908,080
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$12,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,570,372
Net investment gain or loss from common/collective trusts	2012-12-31	$28,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$456,050
Employer contributions (assets) at end of year	2012-12-31	$41,628
Employer contributions (assets) at beginning of year	2012-12-31	$40,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$665,292
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2012-12-31	410746749
2011 : UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$70,674
Total unrealized appreciation/depreciation of assets	2011-12-31	$70,674
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$20,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$481,547
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,762,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,734,850
Expenses. Certain deemed distributions of participant loans	2011-12-31	$979
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,003,332
Value of total assets at end of year	2011-12-31	$13,529,816
Value of total assets at beginning of year	2011-12-31	$14,789,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$26,538
Total interest from all sources	2011-12-31	$13,574
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$157,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$157,678
Administrative expenses professional fees incurred	2011-12-31	$18,493
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$600,778
Participant contributions at end of year	2011-12-31	$375,972
Participant contributions at beginning of year	2011-12-31	$337,121
Participant contributions at end of year	2011-12-31	$16,644
Participant contributions at beginning of year	2011-12-31	$17,462
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$434,315
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$414,040
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$1,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$20,874
Other income not declared elsewhere	2011-12-31	$54
Administrative expenses (other) incurred	2011-12-31	$8,045
Total non interest bearing cash at beginning of year	2011-12-31	$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-1,280,820
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$13,508,942
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$14,789,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$10,754,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$12,270,127
Interest on participant loans	2011-12-31	$13,574
Value of interest in common/collective trusts at end of year	2011-12-31	$1,908,080
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,703,345
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$14,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-801,707
Net investment gain or loss from common/collective trusts	2011-12-31	$37,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$402,554
Employer contributions (assets) at end of year	2011-12-31	$40,149
Employer contributions (assets) at beginning of year	2011-12-31	$46,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,720,586
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2011-12-31	410746749
2010 : UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$34,630
Total unrealized appreciation/depreciation of assets	2010-12-31	$34,630
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,783,615
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$477,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$471,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,249,528
Value of total assets at end of year	2010-12-31	$14,789,762
Value of total assets at beginning of year	2010-12-31	$12,483,854
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$6,109
Total interest from all sources	2010-12-31	$15,677
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$143,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$143,557
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$730,299
Participant contributions at end of year	2010-12-31	$337,121
Participant contributions at beginning of year	2010-12-31	$362,459
Participant contributions at end of year	2010-12-31	$17,462
Participant contributions at beginning of year	2010-12-31	$23,963
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$414,040
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$1,451
Administrative expenses (other) incurred	2010-12-31	$6,109
Total non interest bearing cash at end of year	2010-12-31	$75
Total non interest bearing cash at beginning of year	2010-12-31	$12,052,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,305,908
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$14,789,762
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$12,483,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$12,270,127
Interest on participant loans	2010-12-31	$15,677
Value of interest in common/collective trusts at end of year	2010-12-31	$1,703,345
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$15,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,330,124
Net investment gain or loss from common/collective trusts	2010-12-31	$10,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$519,229
Employer contributions (assets) at end of year	2010-12-31	$46,141
Employer contributions (assets) at beginning of year	2010-12-31	$45,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$455,693
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CLIFTON GUNDERSON
Accountancy firm EIN	2010-12-31	370802863

Form 5500 Responses for UNITED FACILITIES, INC. RETIREMENT PLAN 004-86

2023: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNITED FACILITIES, INC. RETIREMENT PLAN 004-86 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

007134802, ETC

Policy instance

Insurance contract or identification number	007134802, ETC
Number of Individuals Covered	26
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $610
Total amount of fees paid to insurance company	USD $1
Are there contracts with allocated funds for individual policies?	1
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $4,953
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

007134802, ETC

Policy instance

Insurance contract or identification number	007134802, ETC
Number of Individuals Covered	29
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $266
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $4,716
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $128
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

007134802, ETC

Policy instance

Insurance contract or identification number	007134802, ETC
Number of Individuals Covered	31
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $333
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $1,889
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $120
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

007134802, ETC

Policy instance

Insurance contract or identification number	007134802, ETC
Number of Individuals Covered	21
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $352
Total amount of fees paid to insurance company	USD $4
Are there contracts with allocated funds for individual policies?	1
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $4,112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $122
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

007134802, ETC

Policy instance

Insurance contract or identification number	007134802, ETC
Number of Individuals Covered	25
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $145
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $5,320
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $135
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

007134802, ETC

Policy instance

Insurance contract or identification number	007134802, ETC
Number of Individuals Covered	44
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $167
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

007134802, ETC

Policy instance

Insurance contract or identification number	007134802, ETC
Number of Individuals Covered	48
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $158
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $7,313
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $148
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	HENERSON JON ALAN

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

007134802, ETC

Policy instance

Insurance contract or identification number	007134802, ETC
Number of Individuals Covered	51
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $171
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $8,456
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $161
Insurance broker organization code?	3
Insurance broker name	HENERSON JON ALAN

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

007134802, ETC

Policy instance

Insurance contract or identification number	007134802, ETC
Number of Individuals Covered	54
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $246
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $9,627
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $180
Insurance broker organization code?	3
Insurance broker name	HENERSON JON ALAN

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

007134802, ETC

Policy instance

Insurance contract or identification number	007134802, ETC
Number of Individuals Covered	59
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $264
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $10,471
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $195
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	HENERSON JON ALAN

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

007134802, ETC

Policy instance

Insurance contract or identification number	007134802, ETC
Number of Individuals Covered	64
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $277
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $12,080
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $206
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	HENERSON JON ALAN

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

007134802, ETC

Policy instance

Insurance contract or identification number	007134802, ETC
Number of Individuals Covered	74
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $292
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

041988

Policy instance

Insurance contract or identification number	041988
Number of Individuals Covered	75
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $13
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $15,905
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	UNITED FACILITIES INC.
Employer identification number (EIN):	370702793
NAIC Classification:	493100