401k Plan data: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN plan

APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN
Plan identification number	004

APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 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.
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.

401k Sponsoring company profile

AMERICAN POSTAL WORKERS UNION, AFL-CIO HEALTH PLAN has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN POSTAL WORKERS UNION, AFL-CIO HEALTH PLAN

Employer identification number (EIN): 520940594

NAIC Classification: 921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 WAYNE SETZER 2024-10-14
004 2022-01-01 WAYNE SETZER 2023-07-23
004 2021-01-01 WAYNE SETZER 2022-07-17
004 2020-01-01 WAYNE SETZER 2021-07-22
004 2019-01-01 WAYNE SETZER 2020-07-28
004 2018-01-01 WAYNE SETZER 2019-07-24
004 2017-01-01
004 2016-01-01 WAYNE SETZER
004 2015-01-01 WAYNE SETZER
004 2014-01-01 WAYNE SETZER
004 2013-01-01
004 2012-01-01 WAYNE SETZER
004 2011-01-01 WAYNE SETZER
004 2009-01-01 WAYNE SETZER WAYNE SETZER 2010-10-13
004 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2023-01-01	WAYNE SETZER	2024-10-14
004	2022-01-01	WAYNE SETZER	2023-07-23
004	2021-01-01	WAYNE SETZER	2022-07-17
004	2020-01-01	WAYNE SETZER	2021-07-22
004	2019-01-01	WAYNE SETZER	2020-07-28
004	2018-01-01	WAYNE SETZER	2019-07-24
004	2017-01-01
004	2016-01-01	WAYNE SETZER
004	2015-01-01	WAYNE SETZER
004	2014-01-01	WAYNE SETZER
004	2013-01-01
004	2012-01-01	WAYNE SETZER
004	2011-01-01	WAYNE SETZER
004	2009-01-01	WAYNE SETZER		WAYNE SETZER	2010-10-13
004	2008-01-01

Plan Statistics for APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN

Measure Date Value
2023: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 107
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 32
Total of all active and inactive participants 2023-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 139
Number of participants with account balances 2023-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 140
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 28
Total of all active and inactive participants 2022-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 172
Number of participants with account balances 2022-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 138
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 26
Total of all active and inactive participants 2021-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 169
Number of participants with account balances 2021-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 144
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 170
Number of participants with account balances 2020-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 141
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 13
Total of all active and inactive participants 2019-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 157
Number of participants with account balances 2019-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 134
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 18
Total of all active and inactive participants 2018-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 152
Number of participants with account balances 2018-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 108
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 109
Number of participants with account balances 2017-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 145
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 14
Total of all active and inactive participants 2016-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 160
Number of participants with account balances 2016-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 149
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 11
Total of all active and inactive participants 2015-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 160
Number of participants with account balances 2015-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 142
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 155
Number of participants with account balances 2014-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 147
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 157
Number of participants with account balances 2013-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 142
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 150
Number of participants with account balances 2012-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 121
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 11
Total of all active and inactive participants 2011-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 132
Number of participants with account balances 2011-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 112
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 123
Number of participants with account balances 2009-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	107
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	32
Total of all active and inactive participants	2023-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	139
Number of participants with account balances	2023-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	140
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	28
Total of all active and inactive participants	2022-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	172
Number of participants with account balances	2022-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	138
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	26
Total of all active and inactive participants	2021-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	169
Number of participants with account balances	2021-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	144
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	170
Number of participants with account balances	2020-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	141
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	13
Total of all active and inactive participants	2019-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	157
Number of participants with account balances	2019-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	134
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	18
Total of all active and inactive participants	2018-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	152
Number of participants with account balances	2018-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	108
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	109
Number of participants with account balances	2017-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	145
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	14
Total of all active and inactive participants	2016-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	160
Number of participants with account balances	2016-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	149
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	11
Total of all active and inactive participants	2015-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	160
Number of participants with account balances	2015-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	142
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	155
Number of participants with account balances	2014-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	147
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	157
Number of participants with account balances	2013-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	142
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	150
Number of participants with account balances	2012-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	121
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	11
Total of all active and inactive participants	2011-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	132
Number of participants with account balances	2011-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	112
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	123
Number of participants with account balances	2009-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2023 : APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
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	$2,211,695
Total loss/gain on sale of assets	2023-12-31	$33,779
Total of all expenses incurred	2023-12-31	$185,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$173,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$779,318
Value of total assets at end of year	2023-12-31	$12,371,336
Value of total assets at beginning of year	2023-12-31	$10,344,702
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$11,100
Total interest from all sources	2023-12-31	$13,711
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$191,037
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	$191,037
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$6,090,000
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	$779,318
Participant contributions at end of year	2023-12-31	$219,632
Participant contributions at beginning of year	2023-12-31	$242,524
Participant contributions at end of year	2023-12-31	$20,538
Participant contributions at beginning of year	2023-12-31	$15,017
Administrative expenses (other) incurred	2023-12-31	$1,760
Total non interest bearing cash at end of year	2023-12-31	$0
Total non interest bearing cash at beginning of year	2023-12-31	$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	2023-12-31	No
Value of net income/loss	2023-12-31	$2,026,634
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$12,371,336
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$10,344,702
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
Investment advisory and management fees	2023-12-31	$9,340
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$9,652,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$7,797,519
Interest on participant loans	2023-12-31	$13,711
Value of interest in common/collective trusts at end of year	2023-12-31	$2,478,219
Value of interest in common/collective trusts at beginning of year	2023-12-31	$2,289,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,103,219
Net investment gain or loss from common/collective trusts	2023-12-31	$90,631
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	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$173,961
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	$1,295,670
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$1,261,891
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	WITHUMSMITH+BROWN
Accountancy firm EIN	2023-12-31	222027092
2022 : APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,080,730
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$809,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$793,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$707,940
Value of total assets at end of year	2022-12-31	$10,344,702
Value of total assets at beginning of year	2022-12-31	$12,235,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$16,680
Total interest from all sources	2022-12-31	$8,242
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$396,668
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	$396,668
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$6,090,000
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	$707,940
Participant contributions at end of year	2022-12-31	$242,524
Participant contributions at beginning of year	2022-12-31	$154,332
Participant contributions at end of year	2022-12-31	$15,017
Administrative expenses (other) incurred	2022-12-31	$6,100
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$9,191
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	$-1,890,410
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,344,702
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,235,112
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
Investment advisory and management fees	2022-12-31	$10,580
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,797,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,809,845
Interest on participant loans	2022-12-31	$8,242
Value of interest in common/collective trusts at end of year	2022-12-31	$2,289,642
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,261,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,225,584
Net investment gain or loss from common/collective trusts	2022-12-31	$32,004
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$793,000
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
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WITHUMSMITH+BROWN
Accountancy firm EIN	2022-12-31	222027092
2021 : APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 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	$25,665
Total income from all sources (including contributions)	2021-12-31	$1,837,154
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$622,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$617,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$682,551
Value of total assets at end of year	2021-12-31	$12,235,112
Value of total assets at beginning of year	2021-12-31	$11,046,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,995
Total interest from all sources	2021-12-31	$6,318
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$731,841
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	$731,841
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$6,090,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
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	$682,551
Participant contributions at end of year	2021-12-31	$154,332
Participant contributions at beginning of year	2021-12-31	$117,533
Participant contributions at beginning of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$25,665
Administrative expenses (other) incurred	2021-12-31	$4,995
Total non interest bearing cash at end of year	2021-12-31	$9,191
Total non interest bearing cash at beginning of year	2021-12-31	$20,181
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	$1,214,665
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,235,112
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,020,447
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	$9,809,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,717,347
Interest on participant loans	2021-12-31	$6,318
Value of interest in common/collective trusts at end of year	2021-12-31	$2,261,744
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,191,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$386,870
Net investment gain or loss from common/collective trusts	2021-12-31	$29,574
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$617,494
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
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2021-12-31	222027092
2020 : APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$25,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$19,902
Total income from all sources (including contributions)	2020-12-31	$2,011,409
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$406,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$397,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$639,346
Value of total assets at end of year	2020-12-31	$11,046,112
Value of total assets at beginning of year	2020-12-31	$9,435,134
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,263
Total interest from all sources	2020-12-31	$9,304
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$310,240
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	$310,240
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$950,000
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	$639,346
Participant contributions at end of year	2020-12-31	$117,533
Participant contributions at beginning of year	2020-12-31	$216,380
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$15,250
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$25,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$19,902
Administrative expenses (other) incurred	2020-12-31	$680
Total non interest bearing cash at end of year	2020-12-31	$20,181
Total non interest bearing cash at beginning of year	2020-12-31	$20,182
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	$1,605,215
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,020,447
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,415,232
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
Investment advisory and management fees	2020-12-31	$7,583
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,717,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,571,834
Interest on participant loans	2020-12-31	$9,304
Value of interest in common/collective trusts at end of year	2020-12-31	$2,191,051
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,611,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,021,811
Net investment gain or loss from common/collective trusts	2020-12-31	$30,708
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$397,931
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WITHUMSMITH+BROWN
Accountancy firm EIN	2020-12-31	222027092
2019 : APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$19,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$19,187
Total income from all sources (including contributions)	2019-12-31	$2,144,526
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$734,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$728,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$682,237
Value of total assets at end of year	2019-12-31	$9,435,134
Value of total assets at beginning of year	2019-12-31	$8,024,369
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,736
Total interest from all sources	2019-12-31	$8,762
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$476,705
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	$476,705
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$950,000
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
Contributions received from participants	2019-12-31	$682,237
Participant contributions at end of year	2019-12-31	$216,380
Participant contributions at beginning of year	2019-12-31	$158,726
Participant contributions at end of year	2019-12-31	$15,250
Participant contributions at beginning of year	2019-12-31	$17,129
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$150
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$12,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$19,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$19,187
Administrative expenses (other) incurred	2019-12-31	$827
Total non interest bearing cash at end of year	2019-12-31	$20,182
Total non interest bearing cash at beginning of year	2019-12-31	$6,950
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	$1,410,050
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,415,232
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,005,182
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$4,909
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,571,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,292,867
Interest on participant loans	2019-12-31	$8,762
Value of interest in common/collective trusts at end of year	2019-12-31	$1,611,338
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,536,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$948,814
Net investment gain or loss from common/collective trusts	2019-12-31	$28,008
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$728,740
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
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
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
Accountancy firm name	2019-12-31	WITHUMSMITH AND BROWN
Accountancy firm EIN	2019-12-31	222027092
2018 : APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$19,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$18,743
Total income from all sources (including contributions)	2018-12-31	$267,692
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,617,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,597,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$703,795
Value of total assets at end of year	2018-12-31	$8,024,369
Value of total assets at beginning of year	2018-12-31	$9,374,101
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$20,848
Total interest from all sources	2018-12-31	$8,634
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$476,473
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	$476,473
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$950,000
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	$703,795
Participant contributions at end of year	2018-12-31	$158,726
Participant contributions at beginning of year	2018-12-31	$180,795
Participant contributions at end of year	2018-12-31	$17,129
Participant contributions at beginning of year	2018-12-31	$13,719
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$12,267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$11,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$19,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$18,743
Administrative expenses (other) incurred	2018-12-31	$899
Total non interest bearing cash at end of year	2018-12-31	$6,950
Total non interest bearing cash at beginning of year	2018-12-31	$7,097
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	$-1,350,176
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,005,182
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,355,358
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
Investment advisory and management fees	2018-12-31	$19,949
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,292,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,421,757
Interest on participant loans	2018-12-31	$8,634
Value of interest in common/collective trusts at end of year	2018-12-31	$1,536,430
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,738,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-947,429
Net investment gain or loss from common/collective trusts	2018-12-31	$26,219
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,597,020
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
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	WITHUMSMITH AND BROWN
Accountancy firm EIN	2018-12-31	222027092
2017 : APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$18,743
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$30,677
Total income from all sources (including contributions)	2017-12-31	$1,728,339
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$695,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$664,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$606,853
Value of total assets at end of year	2017-12-31	$9,374,101
Value of total assets at beginning of year	2017-12-31	$8,353,098
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$31,049
Total interest from all sources	2017-12-31	$6,670
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$351,674
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$351,674
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$750,000
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	$606,853
Participant contributions at end of year	2017-12-31	$180,795
Participant contributions at beginning of year	2017-12-31	$120,180
Participant contributions at end of year	2017-12-31	$13,719
Participant contributions at beginning of year	2017-12-31	$14,384
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$11,785
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$18,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$30,677
Administrative expenses (other) incurred	2017-12-31	$901
Total non interest bearing cash at end of year	2017-12-31	$7,097
Total non interest bearing cash at beginning of year	2017-12-31	$30,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,032,937
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,355,358
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,322,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$30,148
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,421,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,479,019
Interest on participant loans	2017-12-31	$6,670
Value of interest in common/collective trusts at end of year	2017-12-31	$1,738,948
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,708,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$743,954
Net investment gain or loss from common/collective trusts	2017-12-31	$19,188
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$664,353
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	WITHUMSMITH AND BROWN
Accountancy firm EIN	2017-12-31	222027092
2016 : APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$30,677
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$15,536
Total income from all sources (including contributions)	2016-12-31	$1,136,930
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$117,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$93,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$624,861
Value of total assets at end of year	2016-12-31	$8,353,098
Value of total assets at beginning of year	2016-12-31	$7,318,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$23,838
Total interest from all sources	2016-12-31	$4,633
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$160,831
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$160,831
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$750,000
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	$624,861
Participant contributions at end of year	2016-12-31	$120,180
Participant contributions at beginning of year	2016-12-31	$93,856
Participant contributions at end of year	2016-12-31	$14,384
Participant contributions at beginning of year	2016-12-31	$12,701
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$12,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$30,677
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$15,536
Administrative expenses (other) incurred	2016-12-31	$648
Total non interest bearing cash at end of year	2016-12-31	$30,681
Total non interest bearing cash at beginning of year	2016-12-31	$3,313
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	$1,019,271
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,322,421
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,303,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$23,190
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,479,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,363,245
Interest on participant loans	2016-12-31	$4,633
Value of interest in common/collective trusts at end of year	2016-12-31	$1,708,834
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,833,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$330,543
Net investment gain or loss from common/collective trusts	2016-12-31	$16,062
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$93,821
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
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	BOND BEEBE. P.C.
Accountancy firm EIN	2016-12-31	521044197
2015 : APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$15,536
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$13,447
Total income from all sources (including contributions)	2015-12-31	$503,696
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$359,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$337,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$591,413
Value of total assets at end of year	2015-12-31	$7,318,686
Value of total assets at beginning of year	2015-12-31	$7,172,887
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$22,243
Total interest from all sources	2015-12-31	$4,646
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$232,240
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$232,240
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$750,000
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	$591,413
Participant contributions at end of year	2015-12-31	$93,856
Participant contributions at beginning of year	2015-12-31	$136,374
Participant contributions at end of year	2015-12-31	$12,701
Participant contributions at beginning of year	2015-12-31	$11,915
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$12,226
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$9,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$15,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$13,447
Administrative expenses (other) incurred	2015-12-31	$750
Total non interest bearing cash at end of year	2015-12-31	$3,313
Total non interest bearing cash at beginning of year	2015-12-31	$3,680
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	$143,710
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,303,150
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,159,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$21,493
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,363,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,324,451
Interest on participant loans	2015-12-31	$4,646
Value of interest in common/collective trusts at end of year	2015-12-31	$1,833,345
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,686,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-335,130
Net investment gain or loss from common/collective trusts	2015-12-31	$10,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$337,743
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	BOND BEEBE, P.C.
Accountancy firm EIN	2015-12-31	521044197
2014 : APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$13,447
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$3,697
Total income from all sources (including contributions)	2014-12-31	$858,651
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$225,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$203,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$538,075
Value of total assets at end of year	2014-12-31	$7,172,887
Value of total assets at beginning of year	2014-12-31	$6,530,119
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$21,789
Total interest from all sources	2014-12-31	$5,035
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$280,326
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$280,326
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
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	$538,075
Participant contributions at end of year	2014-12-31	$136,374
Participant contributions at beginning of year	2014-12-31	$89,367
Participant contributions at end of year	2014-12-31	$11,915
Participant contributions at beginning of year	2014-12-31	$10,331
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$9,906
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$13,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$3,697
Administrative expenses (other) incurred	2014-12-31	$501
Total non interest bearing cash at end of year	2014-12-31	$3,680
Total non interest bearing cash at beginning of year	2014-12-31	$3,836
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	$633,018
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,159,440
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,526,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$21,288
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,324,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,874,377
Interest on participant loans	2014-12-31	$5,035
Value of interest in common/collective trusts at end of year	2014-12-31	$1,686,561
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,552,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$25,686
Net investment gain or loss from common/collective trusts	2014-12-31	$9,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$203,844
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	BOND BEEBE, P.C.
Accountancy firm EIN	2014-12-31	521044197
2013 : APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$3,697
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$7,596
Total income from all sources (including contributions)	2013-12-31	$1,275,813
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$322,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$303,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$509,237
Value of total assets at end of year	2013-12-31	$6,530,119
Value of total assets at beginning of year	2013-12-31	$5,580,590
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$19,034
Total interest from all sources	2013-12-31	$4,390
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$198,770
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$198,770
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
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	$509,237
Participant contributions at end of year	2013-12-31	$89,367
Participant contributions at beginning of year	2013-12-31	$112,658
Participant contributions at end of year	2013-12-31	$10,331
Participant contributions at beginning of year	2013-12-31	$10,864
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$3,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$3,464
Administrative expenses (other) incurred	2013-12-31	$442
Liabilities. Value of operating payables at beginning of year	2013-12-31	$4,132
Total non interest bearing cash at end of year	2013-12-31	$3,836
Total non interest bearing cash at beginning of year	2013-12-31	$3,602
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	$953,428
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,526,422
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,572,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$18,592
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,874,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,583,757
Interest on participant loans	2013-12-31	$4,390
Value of interest in common/collective trusts at end of year	2013-12-31	$1,552,208
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,869,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$548,972
Net investment gain or loss from common/collective trusts	2013-12-31	$14,444
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$303,351
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	BOND BEEBE, P.C.
Accountancy firm EIN	2013-12-31	521044197
2012 : APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$7,596
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$993,219
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$97,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$80,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$501,214
Value of total assets at end of year	2012-12-31	$5,580,590
Value of total assets at beginning of year	2012-12-31	$4,677,627
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$17,501
Total interest from all sources	2012-12-31	$3,847
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$99,542
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$99,542
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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	$501,214
Participant contributions at end of year	2012-12-31	$112,658
Participant contributions at beginning of year	2012-12-31	$75,098
Participant contributions at end of year	2012-12-31	$10,864
Participant contributions at beginning of year	2012-12-31	$9,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$3,464
Administrative expenses (other) incurred	2012-12-31	$687
Liabilities. Value of operating payables at end of year	2012-12-31	$4,132
Total non interest bearing cash at end of year	2012-12-31	$3,602
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	$895,367
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,572,994
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,677,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$16,814
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,583,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,913,836
Interest on participant loans	2012-12-31	$3,847
Value of interest in common/collective trusts at end of year	2012-12-31	$1,869,709
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,678,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$364,414
Net investment gain or loss from common/collective trusts	2012-12-31	$24,202
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$80,351
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	BOND BEEBE, P.C.
Accountancy firm EIN	2012-12-31	521044197
2011 : APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$305,202
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$256,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$237,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$411,041
Value of total assets at end of year	2011-12-31	$4,668,948
Value of total assets at beginning of year	2011-12-31	$4,619,870
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$19,114
Total interest from all sources	2011-12-31	$4,771
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$107,374
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	$107,374
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
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	$411,041
Participant contributions at end of year	2011-12-31	$75,098
Participant contributions at beginning of year	2011-12-31	$157,851
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$0
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$7,164
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	$49,078
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,668,948
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,619,870
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
Investment advisory and management fees	2011-12-31	$18,274
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,593,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,454,855
Interest on participant loans	2011-12-31	$4,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-219,067
Net investment gain or loss from common/collective trusts	2011-12-31	$1,083
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$237,010
Contract administrator fees	2011-12-31	$840
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	BOND BEEBE
Accountancy firm EIN	2011-12-31	521044197
2010 : APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$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	$791,897
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$122,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$103,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$367,025
Value of total assets at end of year	2010-12-31	$4,619,870
Value of total assets at beginning of year	2010-12-31	$3,950,805
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$18,863
Total interest from all sources	2010-12-31	$6,032
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$93,057
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	$93,057
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$367,025
Participant contributions at end of year	2010-12-31	$157,851
Participant contributions at beginning of year	2010-12-31	$129,327
Total non interest bearing cash at end of year	2010-12-31	$7,164
Total non interest bearing cash at beginning of year	2010-12-31	$7,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$669,065
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,619,870
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,950,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$18,148
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,454,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,814,133
Interest on participant loans	2010-12-31	$6,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$290,100
Net investment gain or loss from common/collective trusts	2010-12-31	$35,683
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$103,969
Contract administrator fees	2010-12-31	$715
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	BOND BEEBE
Accountancy firm EIN	2010-12-31	521044197

Form 5500 Responses for APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN

2023: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 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 – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

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Company Name:	AMERICAN POSTAL WORKERS UNION, AFL-CIO HEALTH PLAN
Employer identification number (EIN):	520940594
NAIC Classification:	921000