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OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 401k Plan overview

Plan NameOPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN
Plan identification number 001

OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN
Employer identification number (EIN):522241121
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOSHUA VAN DYKE2023-10-03 JOHN KNOWLES2023-10-03
0012021-01-01JOSHUA VAN DYKE2022-09-26 JOHN KNOWLES2022-09-26
0012020-01-01JOSHUA VAN DYKE2021-09-30 JOHN KNOWLES2021-09-30
0012019-01-01JOSHUA VAN DYKE2020-10-01 JOHN KNOWLES2020-10-01
0012018-01-01JOSHUA VAN DYKE2019-10-11 JOHN KNOWLES2019-10-11
0012017-01-01JOSHUA VAN DYKE JOHN KNOWLES2018-09-26
0012016-01-01JOSHUA VAN DYKE JOHN KNOWLES2017-09-29
0012015-01-01JOSHUA VAN DYKE JOHN KNOWLES2016-09-29
0012014-01-01JOSHUA VAN DYKE JOHN KNOWLES2015-09-29
0012013-01-01JOSHUA VAN DYKE JOHN KNOWLES2014-10-01
0012012-01-01JOSHUA VAN DYKE JOHN KNOWLES2013-10-02
0012011-01-01JOSHUA VAN DYKE JOHN KNOWLES2012-10-08
0012010-01-01JOSHUA VAN DYKE JOHN KNOWLES2011-09-14
0012009-01-01JOSHUA VAN DYKE JOHN KNOWLES2010-10-05

Plan Statistics for OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN

401k plan membership statisitcs for OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN

Measure Date Value
2022: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,002
Total number of active participants reported on line 7a of the Form 55002022-01-012,958
Number of retired or separated participants receiving benefits2022-01-01223
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-013,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-013,258
Number of participants with account balances2022-01-013,181
Number of employers contributing to the scheme2022-01-0146
2021: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,830
Total number of active participants reported on line 7a of the Form 55002021-01-013,908
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0179
Total of all active and inactive participants2021-01-013,998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-014,002
Number of participants with account balances2021-01-012,921
Number of employers contributing to the scheme2021-01-0189
2020: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,520
Total number of active participants reported on line 7a of the Form 55002020-01-013,743
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-0175
Total of all active and inactive participants2020-01-013,830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,830
Number of participants with account balances2020-01-012,852
Number of employers contributing to the scheme2020-01-0189
2019: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,074
Total number of active participants reported on line 7a of the Form 55002019-01-013,434
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-013,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-013,520
Number of participants with account balances2019-01-012,617
Number of employers contributing to the scheme2019-01-0189
2018: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,795
Total number of active participants reported on line 7a of the Form 55002018-01-012,981
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0189
Total of all active and inactive participants2018-01-013,074
Total participants2018-01-013,074
Number of participants with account balances2018-01-012,307
Number of employers contributing to the scheme2018-01-0189
2017: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,645
Total number of active participants reported on line 7a of the Form 55002017-01-012,694
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-0193
Total of all active and inactive participants2017-01-012,795
Total participants2017-01-012,795
Number of participants with account balances2017-01-012,101
Number of employers contributing to the scheme2017-01-0189
2016: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,289
Total number of active participants reported on line 7a of the Form 55002016-01-012,472
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-01110
Total of all active and inactive participants2016-01-012,590
Total participants2016-01-012,590
Number of participants with account balances2016-01-012,018
Number of employers contributing to the scheme2016-01-0189
2015: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,052
Total number of active participants reported on line 7a of the Form 55002015-01-012,159
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01125
Total of all active and inactive participants2015-01-012,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-012,289
Number of participants with account balances2015-01-011,730
Number of employers contributing to the scheme2015-01-0177
2014: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,378
Total number of active participants reported on line 7a of the Form 55002014-01-011,912
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-01133
Total of all active and inactive participants2014-01-012,052
Total participants2014-01-012,052
Number of participants with account balances2014-01-011,508
Number of employers contributing to the scheme2014-01-0177
2013: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,301
Total number of active participants reported on line 7a of the Form 55002013-01-012,353
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-012,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,378
Number of participants with account balances2013-01-011,846
Number of employers contributing to the scheme2013-01-0174
2012: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,204
Total number of active participants reported on line 7a of the Form 55002012-01-012,278
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-012,301
Total participants2012-01-012,301
Number of participants with account balances2012-01-011,795
Number of employers contributing to the scheme2012-01-0167
2011: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,156
Total number of active participants reported on line 7a of the Form 55002011-01-012,194
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-012,204
Total participants2011-01-012,204
Number of participants with account balances2011-01-011,710
Number of employers contributing to the scheme2011-01-0143
2010: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,043
Total number of active participants reported on line 7a of the Form 55002010-01-012,150
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-012,156
Total participants2010-01-012,156
Number of participants with account balances2010-01-011,666
Number of employers contributing to the scheme2010-01-0129
2009: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,970
Total number of active participants reported on line 7a of the Form 55002009-01-013,042
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-013,043
Total participants2009-01-013,043
Number of participants with account balances2009-01-012,545
Number of employers contributing to the scheme2009-01-0129

Financial Data on OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN

Measure Date Value
2022 : OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$24,495
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$9,981
Total income from all sources (including contributions)2022-12-31$-2,180,795
Total of all expenses incurred2022-12-31$3,490,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,092,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,160,385
Value of total assets at end of year2022-12-31$39,919,023
Value of total assets at beginning of year2022-12-31$45,575,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$398,486
Total interest from all sources2022-12-31$3,322
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,401,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,401,592
Administrative expenses professional fees incurred2022-12-31$22,810
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,600,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,008,212
Participant contributions at end of year2022-12-31$138,286
Participant contributions at beginning of year2022-12-31$113,584
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$29,961
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$10,381
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,172
Administrative expenses (other) incurred2022-12-31$3,192
Liabilities. Value of operating payables at end of year2022-12-31$24,495
Liabilities. Value of operating payables at beginning of year2022-12-31$9,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,671,282
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,894,528
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$45,565,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$20,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$30,258,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$35,170,087
Value of interest in pooled separate accounts at end of year2022-12-31$3,426,430
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,375,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$209,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$321,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$321,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,542,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,285,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,997,455
Net investment gain/loss from pooled separate accounts2022-12-31$-748,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,122,212
Employer contributions (assets) at end of year2022-12-31$333,509
Employer contributions (assets) at beginning of year2022-12-31$305,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,092,001
Contract administrator fees2022-12-31$352,441
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2022-12-31470900880
2021 : OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,960
Total income from all sources (including contributions)2021-12-31$8,724,574
Total of all expenses incurred2021-12-31$3,835,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,449,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,945,986
Value of total assets at end of year2021-12-31$45,575,791
Value of total assets at beginning of year2021-12-31$40,678,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$385,970
Total interest from all sources2021-12-31$37
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,030,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,030,393
Administrative expenses professional fees incurred2021-12-31$31,480
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,600,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,058,098
Participant contributions at end of year2021-12-31$113,584
Participant contributions at beginning of year2021-12-31$112,833
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,036
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,172
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,005
Administrative expenses (other) incurred2021-12-31$3,533
Liabilities. Value of operating payables at end of year2021-12-31$9,981
Liabilities. Value of operating payables at beginning of year2021-12-31$1,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,889,495
Value of net assets at end of year (total assets less liabilities)2021-12-31$45,565,810
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$40,676,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$20,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$35,170,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,752,502
Value of interest in pooled separate accounts at end of year2021-12-31$4,375,288
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,540,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$321,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$197,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$197,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,285,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,757,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,993,130
Net investment gain/loss from pooled separate accounts2021-12-31$755,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,883,852
Employer contributions (assets) at end of year2021-12-31$305,878
Employer contributions (assets) at beginning of year2021-12-31$313,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,449,109
Contract administrator fees2021-12-31$330,908
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2021-12-31470900880
2020 : OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,960
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$79
Total income from all sources (including contributions)2020-12-31$8,480,010
Total of all expenses incurred2020-12-31$2,003,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,644,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,851,054
Value of total assets at end of year2020-12-31$40,678,275
Value of total assets at beginning of year2020-12-31$34,200,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$359,301
Total interest from all sources2020-12-31$785
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,128,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,128,453
Administrative expenses professional fees incurred2020-12-31$17,400
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$920,439
Participant contributions at end of year2020-12-31$112,833
Participant contributions at beginning of year2020-12-31$92,785
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$33,124
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,005
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$6,960
Administrative expenses (other) incurred2020-12-31$5,452
Liabilities. Value of operating payables at end of year2020-12-31$1,960
Liabilities. Value of operating payables at beginning of year2020-12-31$79
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,476,056
Value of net assets at end of year (total assets less liabilities)2020-12-31$40,676,315
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,200,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$15,300
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,752,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,558,991
Value of interest in pooled separate accounts at end of year2020-12-31$3,540,022
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,156,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$197,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$294,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$294,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,757,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,857,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,020,450
Net investment gain/loss from pooled separate accounts2020-12-31$479,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,897,491
Employer contributions (assets) at end of year2020-12-31$313,264
Employer contributions (assets) at beginning of year2020-12-31$234,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,644,653
Contract administrator fees2020-12-31$321,149
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CALIBRE CPA GROUP PPLC
Accountancy firm EIN2020-12-31470900880
2019 : OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$79
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,064
Total income from all sources (including contributions)2019-12-31$8,704,874
Total of all expenses incurred2019-12-31$1,893,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,570,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,666,102
Value of total assets at end of year2019-12-31$34,200,338
Value of total assets at beginning of year2019-12-31$27,402,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$322,798
Total interest from all sources2019-12-31$3,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$11,755
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$823,338
Participant contributions at end of year2019-12-31$92,785
Participant contributions at beginning of year2019-12-31$97,522
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$126,002
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6,960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,918
Administrative expenses (other) incurred2019-12-31$2,857
Liabilities. Value of operating payables at end of year2019-12-31$79
Liabilities. Value of operating payables at beginning of year2019-12-31$14,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,811,677
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,200,259
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,388,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$20,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,558,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,164,008
Value of interest in pooled separate accounts at end of year2019-12-31$3,156,074
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,693,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$294,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$207,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$207,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,857,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,982,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,146,063
Net investment gain/loss from pooled separate accounts2019-12-31$889,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,716,762
Employer contributions (assets) at end of year2019-12-31$234,040
Employer contributions (assets) at beginning of year2019-12-31$254,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,570,399
Contract administrator fees2019-12-31$288,132
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2019-12-31470900880
2018 : OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,986
Total income from all sources (including contributions)2018-12-31$1,777,532
Total of all expenses incurred2018-12-31$1,781,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,481,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,934,958
Value of total assets at end of year2018-12-31$27,402,646
Value of total assets at beginning of year2018-12-31$27,400,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$300,823
Total interest from all sources2018-12-31$1,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$10,654
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$746,078
Participant contributions at end of year2018-12-31$97,522
Participant contributions at beginning of year2018-12-31$68,632
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$83,389
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,918
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$18,605
Administrative expenses (other) incurred2018-12-31$2,337
Liabilities. Value of operating payables at end of year2018-12-31$14,064
Liabilities. Value of operating payables at beginning of year2018-12-31$7,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,300
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,388,582
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,392,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$20,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,164,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,043,205
Value of interest in pooled separate accounts at end of year2018-12-31$2,693,082
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,854,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$207,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$185,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$185,409
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,960
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,982,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,035,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,252,178
Net investment gain/loss from pooled separate accounts2018-12-31$92,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,105,491
Employer contributions (assets) at end of year2018-12-31$254,664
Employer contributions (assets) at beginning of year2018-12-31$194,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,481,009
Contract administrator fees2018-12-31$267,807
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2018-12-31470900880
2017 : OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,986
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,880
Total income from all sources (including contributions)2017-12-31$5,801,720
Total of all expenses incurred2017-12-31$1,192,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$896,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,556,176
Value of total assets at end of year2017-12-31$27,400,868
Value of total assets at beginning of year2017-12-31$22,793,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$296,018
Total interest from all sources2017-12-31$1,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$14,424
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$634,536
Participant contributions at end of year2017-12-31$68,632
Participant contributions at beginning of year2017-12-31$58,668
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$11,871
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$18,605
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$22,324
Administrative expenses (other) incurred2017-12-31$3,731
Liabilities. Value of operating payables at end of year2017-12-31$7,986
Liabilities. Value of operating payables at beginning of year2017-12-31$9,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,609,679
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,392,882
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,783,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$22,533
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,043,205
Value of interest in pooled separate accounts at end of year2017-12-31$2,854,368
Value of interest in pooled separate accounts at beginning of year2017-12-31$16,460,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$185,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$155,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$155,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,035,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,906,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,764,090
Net investment gain/loss from pooled separate accounts2017-12-31$-3,519,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,909,769
Employer contributions (assets) at end of year2017-12-31$194,784
Employer contributions (assets) at beginning of year2017-12-31$189,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$896,023
Contract administrator fees2017-12-31$255,330
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SALTER & COMPANY LLC
Accountancy firm EIN2017-12-31208078757
2016 : OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,703
Total income from all sources (including contributions)2016-12-31$3,574,992
Total of all expenses incurred2016-12-31$1,122,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$951,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,445,829
Value of total assets at end of year2016-12-31$22,793,083
Value of total assets at beginning of year2016-12-31$20,346,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$170,679
Total interest from all sources2016-12-31$141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$12,997
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$591,351
Participant contributions at end of year2016-12-31$58,668
Participant contributions at beginning of year2016-12-31$45,372
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,052
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$22,324
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$15,727
Administrative expenses (other) incurred2016-12-31$2,924
Liabilities. Value of operating payables at end of year2016-12-31$9,880
Liabilities. Value of operating payables at beginning of year2016-12-31$15,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,452,382
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,783,203
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,330,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$25,468
Value of interest in pooled separate accounts at end of year2016-12-31$16,460,858
Value of interest in pooled separate accounts at beginning of year2016-12-31$14,093,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$155,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$147,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$147,784
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,906,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,859,520
Net investment gain/loss from pooled separate accounts2016-12-31$1,129,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,840,426
Employer contributions (assets) at end of year2016-12-31$189,805
Employer contributions (assets) at beginning of year2016-12-31$184,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$951,931
Contract administrator fees2016-12-31$129,290
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2016-12-31208078757
2015 : OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,790
Total income from all sources (including contributions)2015-12-31$1,840,880
Total of all expenses incurred2015-12-31$1,159,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$977,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,065,786
Value of total assets at end of year2015-12-31$20,346,524
Value of total assets at beginning of year2015-12-31$19,654,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$182,642
Total interest from all sources2015-12-31$33
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$27,252
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$479,094
Participant contributions at end of year2015-12-31$45,372
Participant contributions at beginning of year2015-12-31$37,796
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,214
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$15,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$19,539
Administrative expenses (other) incurred2015-12-31$8,137
Liabilities. Value of operating payables at end of year2015-12-31$15,703
Liabilities. Value of operating payables at beginning of year2015-12-31$4,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$681,149
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,330,821
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,649,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$25,000
Value of interest in pooled separate accounts at end of year2015-12-31$14,093,296
Value of interest in pooled separate accounts at beginning of year2015-12-31$19,345,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$147,784
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$105,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$105,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,859,520
Net investment gain/loss from pooled separate accounts2015-12-31$-224,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,580,478
Employer contributions (assets) at end of year2015-12-31$184,825
Employer contributions (assets) at beginning of year2015-12-31$145,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$977,089
Contract administrator fees2015-12-31$122,253
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2015-12-31208078757
2014 : OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,363
Total income from all sources (including contributions)2014-12-31$2,478,044
Total of all expenses incurred2014-12-31$2,272,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,107,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,822,240
Value of total assets at end of year2014-12-31$19,654,462
Value of total assets at beginning of year2014-12-31$19,446,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$165,577
Total interest from all sources2014-12-31$21
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$14,272
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$409,574
Participant contributions at end of year2014-12-31$37,796
Participant contributions at beginning of year2014-12-31$26,799
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$33,602
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$19,539
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$7,122
Administrative expenses (other) incurred2014-12-31$5,609
Liabilities. Value of operating payables at end of year2014-12-31$4,790
Liabilities. Value of operating payables at beginning of year2014-12-31$2,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$205,421
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,649,672
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,444,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$25,000
Value of interest in pooled separate accounts at end of year2014-12-31$19,345,803
Value of interest in pooled separate accounts at beginning of year2014-12-31$19,189,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$105,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$95,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$95,862
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$21
Net investment gain/loss from pooled separate accounts2014-12-31$655,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,379,064
Employer contributions (assets) at end of year2014-12-31$145,484
Employer contributions (assets) at beginning of year2014-12-31$127,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,107,046
Contract administrator fees2014-12-31$120,696
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2014-12-31208078757
2013 : OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,363
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,672
Total income from all sources (including contributions)2013-12-31$3,274,056
Total of all expenses incurred2013-12-31$975,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$809,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,631,238
Value of total assets at end of year2013-12-31$19,446,614
Value of total assets at beginning of year2013-12-31$17,147,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$165,591
Total interest from all sources2013-12-31$39
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$16,549
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$364,734
Participant contributions at end of year2013-12-31$26,799
Participant contributions at beginning of year2013-12-31$36,096
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$470
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$7,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$11,873
Administrative expenses (other) incurred2013-12-31$8,933
Liabilities. Value of operating payables at end of year2013-12-31$2,363
Liabilities. Value of operating payables at beginning of year2013-12-31$1,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,298,844
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,444,251
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,145,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$21,208
Value of interest in pooled separate accounts at end of year2013-12-31$19,189,705
Value of interest in pooled separate accounts at beginning of year2013-12-31$16,815,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$95,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$127,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$127,367
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$39
Net investment gain/loss from pooled separate accounts2013-12-31$1,642,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,266,034
Employer contributions (assets) at end of year2013-12-31$127,126
Employer contributions (assets) at beginning of year2013-12-31$156,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$809,621
Contract administrator fees2013-12-31$118,901
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2013-12-31208078757
2012 : OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,672
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,544
Total income from all sources (including contributions)2012-12-31$2,772,954
Total of all expenses incurred2012-12-31$823,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$675,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,785,647
Value of total assets at end of year2012-12-31$17,147,079
Value of total assets at beginning of year2012-12-31$15,201,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$147,775
Total interest from all sources2012-12-31$50
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$16,725
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$396,742
Participant contributions at end of year2012-12-31$36,096
Participant contributions at beginning of year2012-12-31$32,387
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$11,873
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,585
Administrative expenses (other) incurred2012-12-31$3,167
Liabilities. Value of operating payables at end of year2012-12-31$1,672
Liabilities. Value of operating payables at beginning of year2012-12-31$5,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,949,866
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,145,407
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,195,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$17,113
Value of interest in pooled separate accounts at end of year2012-12-31$16,815,170
Value of interest in pooled separate accounts at beginning of year2012-12-31$14,784,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$127,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$223,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$223,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$50
Net investment gain/loss from pooled separate accounts2012-12-31$987,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,388,905
Employer contributions (assets) at end of year2012-12-31$156,573
Employer contributions (assets) at beginning of year2012-12-31$156,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$675,313
Contract administrator fees2012-12-31$110,770
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2012-12-31208078757
2011 : OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,544
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,726
Total income from all sources (including contributions)2011-12-31$1,814,643
Total of all expenses incurred2011-12-31$776,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$637,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,830,174
Value of total assets at end of year2011-12-31$15,201,085
Value of total assets at beginning of year2011-12-31$14,168,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$139,456
Total interest from all sources2011-12-31$59
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$15,015
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$362,891
Participant contributions at end of year2011-12-31$32,387
Participant contributions at beginning of year2011-12-31$33,230
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,343
Administrative expenses (other) incurred2011-12-31$2,771
Liabilities. Value of operating payables at end of year2011-12-31$5,544
Liabilities. Value of operating payables at beginning of year2011-12-31$10,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,037,774
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,195,541
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,157,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$14,375
Value of interest in pooled separate accounts at end of year2011-12-31$14,784,427
Value of interest in pooled separate accounts at beginning of year2011-12-31$13,822,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$223,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$146,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$146,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$59
Net investment gain/loss from pooled separate accounts2011-12-31$-15,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,467,283
Employer contributions (assets) at end of year2011-12-31$156,224
Employer contributions (assets) at beginning of year2011-12-31$165,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$637,413
Contract administrator fees2011-12-31$107,295
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2011-12-31208078757
2010 : OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,726
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,382
Total income from all sources (including contributions)2010-12-31$2,652,174
Total of all expenses incurred2010-12-31$975,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$839,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,753,893
Value of total assets at end of year2010-12-31$14,168,493
Value of total assets at beginning of year2010-12-31$12,488,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$135,992
Total interest from all sources2010-12-31$71
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$14,261
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$351,582
Participant contributions at end of year2010-12-31$33,230
Participant contributions at beginning of year2010-12-31$45,641
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,343
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,746
Administrative expenses (other) incurred2010-12-31$2,710
Liabilities. Value of operating payables at end of year2010-12-31$10,726
Liabilities. Value of operating payables at beginning of year2010-12-31$7,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,676,519
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,157,767
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,481,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$12,579
Value of interest in pooled separate accounts at end of year2010-12-31$13,822,902
Value of interest in pooled separate accounts at beginning of year2010-12-31$12,171,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$146,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$115,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$115,492
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$71
Net investment gain/loss from pooled separate accounts2010-12-31$898,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,402,311
Employer contributions (assets) at end of year2010-12-31$165,015
Employer contributions (assets) at beginning of year2010-12-31$153,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$839,663
Contract administrator fees2010-12-31$106,442
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2010-12-31208078757

Form 5500 Responses for OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN

2022: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780365-01
Policy instance 2
Insurance contract or identification number780365-01
Number of Individuals Covered480
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51753
Policy instance 1
Insurance contract or identification numberFL 51753
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51753
Policy instance 1
Insurance contract or identification numberFL 51753
Number of Individuals Covered3998
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51753
Policy instance 1
Insurance contract or identification numberFL 51753
Number of Individuals Covered3830
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51753
Policy instance 1
Insurance contract or identification numberFL 51753
Number of Individuals Covered3520
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51753
Policy instance 1
Insurance contract or identification numberFL 51753
Number of Individuals Covered3074
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51753
Policy instance 1
Insurance contract or identification numberFL 51753
Number of Individuals Covered2795
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51753
Policy instance 1
Insurance contract or identification numberFL 51753
Number of Individuals Covered2289
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51753
Policy instance 1
Insurance contract or identification numberFL 51753
Number of Individuals Covered2052
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51753
Policy instance 1
Insurance contract or identification numberFL 51753
Number of Individuals Covered2378
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51753
Policy instance 1
Insurance contract or identification numberFL 51753
Number of Individuals Covered2301
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51753
Policy instance 1
Insurance contract or identification numberFL 51753
Number of Individuals Covered2204
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51753
Policy instance 1
Insurance contract or identification numberFL 51753
Number of Individuals Covered2156
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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