401k Plan data: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST plan

BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 401k Plan overview

Plan Name	BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST
Plan identification number	002

BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Target benefit plan 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

BLUE RIDGE MOUNTAIN EMC has sponsored the creation of one or more 401k plans.

Company Name: BLUE RIDGE MOUNTAIN EMC

Employer identification number (EIN): 580165073

NAIC Classification: 221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-04-01
002 2015-04-01
002 2014-04-01
002 2014-04-01
002 2013-04-01 MATTHEW AKINS
002 2012-04-01 MATTHEW AKINS
002 2011-04-01 MATTHEW AKINS
002 2010-04-01 MATTHEW AKINS
002 2009-04-01 MATTHEW AKINS

Plan Statistics for BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST

401k plan membership statisitcs for BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST

Measure Date Value
2016: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2016 401k membership
Total participants, beginning-of-year 2016-04-01 205
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 0
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 0
Total of all active and inactive participants 2016-04-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 0
Number of participants with account balances 2016-04-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 0
2015: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2015 401k membership
Total participants, beginning-of-year 2015-04-01 201
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 187
Number of retired or separated participants receiving benefits 2015-04-01 4
Number of other retired or separated participants entitled to future benefits 2015-04-01 14
Total of all active and inactive participants 2015-04-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 205
Number of participants with account balances 2015-04-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 0
2014: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2014 401k membership
Total participants, beginning-of-year 2014-04-01 208
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 183
Number of retired or separated participants receiving benefits 2014-04-01 2
Number of other retired or separated participants entitled to future benefits 2014-04-01 16
Total of all active and inactive participants 2014-04-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 201
Number of participants with account balances 2014-04-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 0
2013: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2013 401k membership
Total participants, beginning-of-year 2013-04-01 205
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 183
Number of retired or separated participants receiving benefits 2013-04-01 1
Number of other retired or separated participants entitled to future benefits 2013-04-01 18
Total of all active and inactive participants 2013-04-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 202
Number of participants with account balances 2013-04-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2012 401k membership
Total participants, beginning-of-year 2012-04-01 199
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 174
Number of retired or separated participants receiving benefits 2012-04-01 2
Number of other retired or separated participants entitled to future benefits 2012-04-01 17
Total of all active and inactive participants 2012-04-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 193
Number of participants with account balances 2012-04-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 1
2011: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2011 401k membership
Total participants, beginning-of-year 2011-04-01 197
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 172
Number of retired or separated participants receiving benefits 2011-04-01 1
Number of other retired or separated participants entitled to future benefits 2011-04-01 18
Total of all active and inactive participants 2011-04-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 191
Number of participants with account balances 2011-04-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2010: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2010 401k membership
Total participants, beginning-of-year 2010-04-01 209
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 177
Number of retired or separated participants receiving benefits 2010-04-01 2
Number of other retired or separated participants entitled to future benefits 2010-04-01 19
Total of all active and inactive participants 2010-04-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 0
Total participants 2010-04-01 198
Number of participants with account balances 2010-04-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 10
2009: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2009 401k membership
Total participants, beginning-of-year 2009-04-01 216
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 194
Number of retired or separated participants receiving benefits 2009-04-01 1
Number of other retired or separated participants entitled to future benefits 2009-04-01 12
Total of all active and inactive participants 2009-04-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 207
Number of participants with account balances 2009-04-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 0

Measure	Date	Value
2016: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2016 401k membership
Total participants, beginning-of-year	2016-04-01	205
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	0
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	0
Total of all active and inactive participants	2016-04-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	0
Number of participants with account balances	2016-04-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	0
2015: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2015 401k membership
Total participants, beginning-of-year	2015-04-01	201
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	187
Number of retired or separated participants receiving benefits	2015-04-01	4
Number of other retired or separated participants entitled to future benefits	2015-04-01	14
Total of all active and inactive participants	2015-04-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	205
Number of participants with account balances	2015-04-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	0
2014: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2014 401k membership
Total participants, beginning-of-year	2014-04-01	208
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	183
Number of retired or separated participants receiving benefits	2014-04-01	2
Number of other retired or separated participants entitled to future benefits	2014-04-01	16
Total of all active and inactive participants	2014-04-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	201
Number of participants with account balances	2014-04-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	0
2013: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2013 401k membership
Total participants, beginning-of-year	2013-04-01	205
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	183
Number of retired or separated participants receiving benefits	2013-04-01	1
Number of other retired or separated participants entitled to future benefits	2013-04-01	18
Total of all active and inactive participants	2013-04-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	202
Number of participants with account balances	2013-04-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2012 401k membership
Total participants, beginning-of-year	2012-04-01	199
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	174
Number of retired or separated participants receiving benefits	2012-04-01	2
Number of other retired or separated participants entitled to future benefits	2012-04-01	17
Total of all active and inactive participants	2012-04-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	193
Number of participants with account balances	2012-04-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	1
2011: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2011 401k membership
Total participants, beginning-of-year	2011-04-01	197
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	172
Number of retired or separated participants receiving benefits	2011-04-01	1
Number of other retired or separated participants entitled to future benefits	2011-04-01	18
Total of all active and inactive participants	2011-04-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	191
Number of participants with account balances	2011-04-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2010: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2010 401k membership
Total participants, beginning-of-year	2010-04-01	209
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	177
Number of retired or separated participants receiving benefits	2010-04-01	2
Number of other retired or separated participants entitled to future benefits	2010-04-01	19
Total of all active and inactive participants	2010-04-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	0
Total participants	2010-04-01	198
Number of participants with account balances	2010-04-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	10
2009: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2009 401k membership
Total participants, beginning-of-year	2009-04-01	216
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	194
Number of retired or separated participants receiving benefits	2009-04-01	1
Number of other retired or separated participants entitled to future benefits	2009-04-01	12
Total of all active and inactive participants	2009-04-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	207
Number of participants with account balances	2009-04-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	0

Financial Data on BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST

Measure	Date	Value
2017 : BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-03-31	$0
Total transfer of assets from this plan	2017-03-31	$12,785,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-03-31	$0
Total income from all sources (including contributions)	2017-03-31	$934,311
Total loss/gain on sale of assets	2017-03-31	$0
Total of all expenses incurred	2017-03-31	$1,926,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-03-31	$1,925,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-03-31	$0
Value of total assets at end of year	2017-03-31	$0
Value of total assets at beginning of year	2017-03-31	$13,777,531
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-03-31	$700
Total interest from all sources	2017-03-31	$8,624
Total dividends received (eg from common stock, registered investment company shares)	2017-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-03-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-03-31	$0
Was this plan covered by a fidelity bond	2017-03-31	Yes
Value of fidelity bond cover	2017-03-31	$500,000
If this is an individual account plan, was there a blackout period	2017-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-03-31	No
Participant contributions at end of year	2017-03-31	$0
Participant contributions at beginning of year	2017-03-31	$289,930
Assets. Other investments not covered elsewhere at end of year	2017-03-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-03-31	$264,054
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-03-31	$547
Other income not declared elsewhere	2017-03-31	$-6,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-03-31	No
Value of net income/loss	2017-03-31	$-992,135
Value of net assets at end of year (total assets less liabilities)	2017-03-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-03-31	$13,777,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-03-31	No
Were any leases to which the plan was party in default or uncollectible	2017-03-31	No
Investment advisory and management fees	2017-03-31	$700
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-03-31	$6,041,440
Interest on participant loans	2017-03-31	$8,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-03-31	$380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-03-31	$380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-03-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-03-31	$7,181,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-03-31	$932,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-03-31	No
Was there a failure to transmit to the plan any participant contributions	2017-03-31	No
Has the plan failed to provide any benefit when due under the plan	2017-03-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-03-31	$1,925,746
Did the plan have assets held for investment	2017-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-03-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-03-31	Disclaimer
Accountancy firm name	2017-03-31	HENDERSON HUTCHERSON & MCCULLOUGH
Accountancy firm EIN	2017-03-31	621114363
2016 : BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-03-31	$0
Total income from all sources (including contributions)	2016-03-31	$984,753
Total loss/gain on sale of assets	2016-03-31	$0
Total of all expenses incurred	2016-03-31	$525,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-03-31	$522,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-03-31	$980,620
Value of total assets at end of year	2016-03-31	$13,777,531
Value of total assets at beginning of year	2016-03-31	$13,318,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-03-31	$3,100
Total interest from all sources	2016-03-31	$12,430
Total dividends received (eg from common stock, registered investment company shares)	2016-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-03-31	No
Was this plan covered by a fidelity bond	2016-03-31	Yes
Value of fidelity bond cover	2016-03-31	$500,000
If this is an individual account plan, was there a blackout period	2016-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-03-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-03-31	$0
Minimum employer required contribution for this plan year	2016-03-31	$641,734
Amount contributed by the employer to the plan for this plan year	2016-03-31	$641,734
Were there any nonexempt tranactions with any party-in-interest	2016-03-31	No
Contributions received from participants	2016-03-31	$338,886
Participant contributions at end of year	2016-03-31	$289,930
Participant contributions at beginning of year	2016-03-31	$269,642
Assets. Other investments not covered elsewhere at end of year	2016-03-31	$264,054
Assets. Other investments not covered elsewhere at beginning of year	2016-03-31	$297,053
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-03-31	$547
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-03-31	$547
Other income not declared elsewhere	2016-03-31	$8,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-31	No
Value of net income/loss	2016-03-31	$459,384
Value of net assets at end of year (total assets less liabilities)	2016-03-31	$13,777,531
Value of net assets at beginning of year (total assets less liabilities)	2016-03-31	$13,318,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-03-31	No
Were any leases to which the plan was party in default or uncollectible	2016-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-03-31	$6,041,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-03-31	$6,383,632
Interest on participant loans	2016-03-31	$12,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-03-31	$380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-03-31	$322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-03-31	$322
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-03-31	$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-03-31	$7,181,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-03-31	$6,366,951
Expenses. Payments to insurance carriers foe the provision of benefits	2016-03-31	$20,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-03-31	$-16,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-03-31	No
Was there a failure to transmit to the plan any participant contributions	2016-03-31	No
Has the plan failed to provide any benefit when due under the plan	2016-03-31	No
Contributions received in cash from employer	2016-03-31	$641,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-03-31	$501,920
Contract administrator fees	2016-03-31	$3,100
Did the plan have assets held for investment	2016-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-03-31	Disclaimer
Accountancy firm name	2016-03-31	HENDERSON HUTCHERSON & MCCULLOUGH
Accountancy firm EIN	2016-03-31	621114363
2015 : BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$0
Total income from all sources (including contributions)	2015-03-31	$1,693,382
Total loss/gain on sale of assets	2015-03-31	$0
Total of all expenses incurred	2015-03-31	$700,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-03-31	$696,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-03-31	$998,031
Value of total assets at end of year	2015-03-31	$13,318,147
Value of total assets at beginning of year	2015-03-31	$12,325,027
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-03-31	$3,600
Total interest from all sources	2015-03-31	$9,008
Total dividends received (eg from common stock, registered investment company shares)	2015-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-03-31	No
Administrative expenses professional fees incurred	2015-03-31	$3,600
Was this plan covered by a fidelity bond	2015-03-31	Yes
Value of fidelity bond cover	2015-03-31	$500,000
If this is an individual account plan, was there a blackout period	2015-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-03-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-03-31	$0
Minimum employer required contribution for this plan year	2015-03-31	$660,999
Amount contributed by the employer to the plan for this plan year	2015-03-31	$660,999
Were there any nonexempt tranactions with any party-in-interest	2015-03-31	No
Contributions received from participants	2015-03-31	$337,032
Participant contributions at end of year	2015-03-31	$269,642
Participant contributions at beginning of year	2015-03-31	$189,550
Assets. Other investments not covered elsewhere at end of year	2015-03-31	$297,053
Assets. Other investments not covered elsewhere at beginning of year	2015-03-31	$319,313
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-03-31	$547
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-03-31	$547
Other income not declared elsewhere	2015-03-31	$9,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-03-31	No
Value of net income/loss	2015-03-31	$993,120
Value of net assets at end of year (total assets less liabilities)	2015-03-31	$13,318,147
Value of net assets at beginning of year (total assets less liabilities)	2015-03-31	$12,325,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-03-31	No
Were any leases to which the plan was party in default or uncollectible	2015-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-03-31	$6,383,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-03-31	$6,010,292
Interest on participant loans	2015-03-31	$9,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-03-31	$322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-03-31	$106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-03-31	$106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-03-31	$6,366,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-03-31	$5,805,219
Expenses. Payments to insurance carriers foe the provision of benefits	2015-03-31	$22,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-03-31	$676,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-03-31	No
Was there a failure to transmit to the plan any participant contributions	2015-03-31	No
Has the plan failed to provide any benefit when due under the plan	2015-03-31	No
Contributions received in cash from employer	2015-03-31	$660,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-03-31	$674,130
Did the plan have assets held for investment	2015-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-03-31	Disclaimer
Accountancy firm name	2015-03-31	H.E. ALLEN, CPA
Accountancy firm EIN	2015-03-31	582285666
2014 : BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total income from all sources (including contributions)	2014-03-31	$2,064,396
Total loss/gain on sale of assets	2014-03-31	$0
Total of all expenses incurred	2014-03-31	$156,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-03-31	$153,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-03-31	$977,602
Value of total assets at end of year	2014-03-31	$12,325,027
Value of total assets at beginning of year	2014-03-31	$10,417,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-03-31	$2,625
Total interest from all sources	2014-03-31	$6,995
Total dividends received (eg from common stock, registered investment company shares)	2014-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-03-31	No
Was this plan covered by a fidelity bond	2014-03-31	Yes
Value of fidelity bond cover	2014-03-31	$500,000
If this is an individual account plan, was there a blackout period	2014-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-03-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-03-31	$0
Minimum employer required contribution for this plan year	2014-03-31	$654,369
Amount contributed by the employer to the plan for this plan year	2014-03-31	$654,369
Were there any nonexempt tranactions with any party-in-interest	2014-03-31	No
Contributions received from participants	2014-03-31	$324,013
Participant contributions at end of year	2014-03-31	$189,550
Participant contributions at beginning of year	2014-03-31	$154,068
Assets. Other investments not covered elsewhere at end of year	2014-03-31	$319,313
Assets. Other investments not covered elsewhere at beginning of year	2014-03-31	$349,071
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-03-31	$547
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-03-31	$0
Other income not declared elsewhere	2014-03-31	$8,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Value of net income/loss	2014-03-31	$1,907,947
Value of net assets at end of year (total assets less liabilities)	2014-03-31	$12,325,027
Value of net assets at beginning of year (total assets less liabilities)	2014-03-31	$10,417,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-03-31	No
Were any leases to which the plan was party in default or uncollectible	2014-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-03-31	$6,010,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-03-31	$5,378,853
Interest on participant loans	2014-03-31	$6,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-03-31	$106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-03-31	$888
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-03-31	$888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-03-31	$5,805,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-03-31	$4,534,200
Expenses. Payments to insurance carriers foe the provision of benefits	2014-03-31	$23,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-03-31	$1,070,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-03-31	No
Was there a failure to transmit to the plan any participant contributions	2014-03-31	No
Has the plan failed to provide any benefit when due under the plan	2014-03-31	No
Contributions received in cash from employer	2014-03-31	$653,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-03-31	$130,235
Contract administrator fees	2014-03-31	$2,625
Did the plan have assets held for investment	2014-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-03-31	Disclaimer
Accountancy firm name	2014-03-31	H.E. ALLEN, CPA
Accountancy firm EIN	2014-03-31	582285666
2013 : BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$160
Total income from all sources (including contributions)	2013-03-31	$1,504,910
Total loss/gain on sale of assets	2013-03-31	$0
Total of all expenses incurred	2013-03-31	$402,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-03-31	$400,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-03-31	$901,384
Value of total assets at end of year	2013-03-31	$10,417,080
Value of total assets at beginning of year	2013-03-31	$9,315,078
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-03-31	$1,950
Total interest from all sources	2013-03-31	$6,246
Total dividends received (eg from common stock, registered investment company shares)	2013-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-03-31	No
Was this plan covered by a fidelity bond	2013-03-31	Yes
Value of fidelity bond cover	2013-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-03-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-03-31	$0
Minimum employer required contribution for this plan year	2013-03-31	$589,427
Amount contributed by the employer to the plan for this plan year	2013-03-31	$589,427
Were there any nonexempt tranactions with any party-in-interest	2013-03-31	No
Contributions received from participants	2013-03-31	$304,715
Participant contributions at end of year	2013-03-31	$154,068
Participant contributions at beginning of year	2013-03-31	$150,016
Assets. Other investments not covered elsewhere at end of year	2013-03-31	$349,071
Assets. Other investments not covered elsewhere at beginning of year	2013-03-31	$353,630
Income. Received or receivable in cash from other sources (including rollovers)	2013-03-31	$7,938
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-03-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-03-31	$6,165
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-03-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-03-31	$160
Other income not declared elsewhere	2013-03-31	$13,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Value of net income/loss	2013-03-31	$1,102,162
Value of net assets at end of year (total assets less liabilities)	2013-03-31	$10,417,080
Value of net assets at beginning of year (total assets less liabilities)	2013-03-31	$9,314,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-03-31	No
Were any leases to which the plan was party in default or uncollectible	2013-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-03-31	$5,378,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-03-31	$5,341,989
Interest on participant loans	2013-03-31	$6,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-03-31	$888
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-03-31	$3,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-03-31	$3,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-03-31	$4,534,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-03-31	$3,460,032
Expenses. Payments to insurance carriers foe the provision of benefits	2013-03-31	$26,988
Net gain/loss from 103.12 investment entities	2013-03-31	$583,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-03-31	No
Was there a failure to transmit to the plan any participant contributions	2013-03-31	No
Has the plan failed to provide any benefit when due under the plan	2013-03-31	No
Contributions received in cash from employer	2013-03-31	$588,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-03-31	$373,810
Contract administrator fees	2013-03-31	$1,950
Did the plan have assets held for investment	2013-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-03-31	Disclaimer
Accountancy firm name	2013-03-31	H.E. ALLEN, CPA
Accountancy firm EIN	2013-03-31	582285666
2012 : BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$87
Total income from all sources (including contributions)	2012-03-31	$1,225,717
Total loss/gain on sale of assets	2012-03-31	$0
Total of all expenses incurred	2012-03-31	$364,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-03-31	$363,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-03-31	$861,649
Value of total assets at end of year	2012-03-31	$9,315,078
Value of total assets at beginning of year	2012-03-31	$8,454,043
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-03-31	$1,400
Total interest from all sources	2012-03-31	$4,717
Total dividends received (eg from common stock, registered investment company shares)	2012-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-03-31	No
Administrative expenses professional fees incurred	2012-03-31	$1,400
Was this plan covered by a fidelity bond	2012-03-31	Yes
Value of fidelity bond cover	2012-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-03-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-03-31	$0
Minimum employer required contribution for this plan year	2012-03-31	$567,936
Amount contributed by the employer to the plan for this plan year	2012-03-31	$567,936
Were there any nonexempt tranactions with any party-in-interest	2012-03-31	No
Contributions received from participants	2012-03-31	$294,513
Participant contributions at end of year	2012-03-31	$150,016
Participant contributions at beginning of year	2012-03-31	$81,012
Assets. Other investments not covered elsewhere at end of year	2012-03-31	$353,630
Assets. Other investments not covered elsewhere at beginning of year	2012-03-31	$357,386
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-03-31	$6,165
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-03-31	$3,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-03-31	$160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-03-31	$87
Other income not declared elsewhere	2012-03-31	$13,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Value of net income/loss	2012-03-31	$860,962
Value of net assets at end of year (total assets less liabilities)	2012-03-31	$9,314,918
Value of net assets at beginning of year (total assets less liabilities)	2012-03-31	$8,453,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-03-31	No
Were any leases to which the plan was party in default or uncollectible	2012-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-03-31	$5,341,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-03-31	$4,775,461
Interest on participant loans	2012-03-31	$4,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-03-31	$3,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-03-31	$3,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-03-31	$3,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-03-31	$3,460,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-03-31	$3,232,915
Expenses. Payments to insurance carriers foe the provision of benefits	2012-03-31	$30,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-03-31	$346,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-03-31	No
Was there a failure to transmit to the plan any participant contributions	2012-03-31	No
Has the plan failed to provide any benefit when due under the plan	2012-03-31	No
Contributions received in cash from employer	2012-03-31	$567,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-03-31	$333,159
Did the plan have assets held for investment	2012-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-03-31	Disclaimer
Accountancy firm name	2012-03-31	H.E. ALLEN, CPA
Accountancy firm EIN	2012-03-31	582285666
2011 : BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$87
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$62
Total income from all sources (including contributions)	2011-03-31	$1,709,112
Total loss/gain on sale of assets	2011-03-31	$0
Total of all expenses incurred	2011-03-31	$1,742,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-03-31	$1,741,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-03-31	$869,165
Value of total assets at end of year	2011-03-31	$8,454,043
Value of total assets at beginning of year	2011-03-31	$8,487,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-03-31	$925
Total interest from all sources	2011-03-31	$1,473
Total dividends received (eg from common stock, registered investment company shares)	2011-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-03-31	No
Administrative expenses professional fees incurred	2011-03-31	$925
Was this plan covered by a fidelity bond	2011-03-31	Yes
Value of fidelity bond cover	2011-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-03-31	$0
Minimum employer required contribution for this plan year	2011-03-31	$568,118
Amount contributed by the employer to the plan for this plan year	2011-03-31	$568,118
Were there any nonexempt tranactions with any party-in-interest	2011-03-31	No
Contributions received from participants	2011-03-31	$297,516
Participant contributions at end of year	2011-03-31	$81,012
Participant contributions at beginning of year	2011-03-31	$20,794
Assets. Other investments not covered elsewhere at end of year	2011-03-31	$357,386
Assets. Other investments not covered elsewhere at beginning of year	2011-03-31	$422,093
Income. Received or receivable in cash from other sources (including rollovers)	2011-03-31	$13,131
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-03-31	$3,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-03-31	$86
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-03-31	$87
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-03-31	$62
Other income not declared elsewhere	2011-03-31	$59,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Value of net income/loss	2011-03-31	$-33,378
Value of net assets at end of year (total assets less liabilities)	2011-03-31	$8,453,956
Value of net assets at beginning of year (total assets less liabilities)	2011-03-31	$8,487,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-03-31	No
Were any leases to which the plan was party in default or uncollectible	2011-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-03-31	$4,775,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-03-31	$4,052,359
Interest on participant loans	2011-03-31	$1,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-03-31	$3,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-03-31	$12,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-03-31	$12,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-03-31	$-64
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-03-31	$3,232,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-03-31	$3,979,117
Expenses. Payments to insurance carriers foe the provision of benefits	2011-03-31	$32,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-03-31	$778,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-03-31	No
Was there a failure to transmit to the plan any participant contributions	2011-03-31	No
Has the plan failed to provide any benefit when due under the plan	2011-03-31	No
Contributions received in cash from employer	2011-03-31	$558,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-03-31	$1,708,657
Did the plan have assets held for investment	2011-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-03-31	Disclaimer
Accountancy firm name	2011-03-31	H.E. ALLEN, CPA
Accountancy firm EIN	2011-03-31	582285666
2010 : BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-03-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-03-31	$0
Minimum employer required contribution for this plan year	2010-03-31	$556,421
Amount contributed by the employer to the plan for this plan year	2010-03-31	$556,421

Form 5500 Responses for BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST

2016: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	Yes
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Insurance	Yes
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement – Insurance	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Insurance	Yes
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement – Insurance	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	Yes
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Insurance	Yes
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement – Insurance	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Insurance	Yes
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement – Insurance	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Insurance	Yes
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement – Insurance	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Insurance	Yes
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement – Insurance	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	No
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Insurance	Yes
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement – Insurance	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes
2009: BLUE RIDGE ELECTRIC ASSOCIATION EMPLOYEES PENSION TRUST 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Insurance	Yes
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement – Insurance	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

0B23020

Policy instance

Insurance contract or identification number	0B23020
Number of Individuals Covered	15
Insurance policy start date	2015-04-01
Insurance policy end date	2016-03-31
Total amount of commissions paid to insurance broker	USD $253
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $145
Insurance broker organization code?	3
Insurance broker name	JOHN THORPE

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

E00090023000000

Policy instance

Insurance contract or identification number	E00090023000000
Number of Individuals Covered	30
Insurance policy start date	2015-04-01
Insurance policy end date	2016-03-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHQ326

Policy instance

Insurance contract or identification number	PHQ326
Number of Individuals Covered	193
Insurance policy start date	2015-04-01
Insurance policy end date	2016-03-31
Total amount of commissions paid to insurance broker	USD $38,678
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $38,678
Insurance broker organization code?	3
Insurance broker name	PROEQUITIES INC.

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

0B23020

Policy instance

Insurance contract or identification number	0B23020
Number of Individuals Covered	17
Insurance policy start date	2014-04-01
Insurance policy end date	2015-03-31
Total amount of commissions paid to insurance broker	USD $318
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $166
Insurance broker organization code?	3
Insurance broker name	WILLIAM ZELENIK

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHQ326

Policy instance

Insurance contract or identification number	PHQ326
Number of Individuals Covered	195
Insurance policy start date	2014-04-01
Insurance policy end date	2015-03-31
Total amount of commissions paid to insurance broker	USD $37,662
Total amount of fees paid to insurance company	USD $6,188
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $37,662
Insurance broker organization code?	3
Amount paid for insurance broker fees	6188
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker name	COMPUPAY INSURANCE & BROKERAGE

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

E00090023000000

Policy instance

Insurance contract or identification number	E00090023000000
Number of Individuals Covered	38
Insurance policy start date	2014-04-01
Insurance policy end date	2015-03-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHQ326

Policy instance

Insurance contract or identification number	PHQ326
Number of Individuals Covered	192
Insurance policy start date	2013-04-01
Insurance policy end date	2014-03-31
Total amount of commissions paid to insurance broker	USD $32,854
Total amount of fees paid to insurance company	USD $5,317
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $32,854
Insurance broker organization code?	3
Amount paid for insurance broker fees	5317
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker name	COMPUPAY INSURANCE & BROKERAGE

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

E00090023000000

Policy instance

Insurance contract or identification number	E00090023000000
Number of Individuals Covered	36
Insurance policy start date	2013-04-01
Insurance policy end date	2014-03-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Total amount of commissions paid to insurance broker	USD $9,955
Total amount of fees paid to insurance company	USD $0
Other welfare benefits provided	BASIC AND VOLUNTARY AD&D
Welfare Benefit Premiums Paid to Carrier	USD $153,803
Commission paid to Insurance Broker	USD $9,955
Insurance broker organization code?	3

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

0B23020

Policy instance

Insurance contract or identification number	0B23020
Number of Individuals Covered	15
Insurance policy start date	2013-04-01
Insurance policy end date	2014-03-31
Total amount of commissions paid to insurance broker	USD $409
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $239
Insurance broker organization code?	3
Insurance broker name	WILLIAM ZELENIK

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHQ326

Policy instance

Insurance contract or identification number	PHQ326
Number of Individuals Covered	187
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Total amount of commissions paid to insurance broker	USD $27,357
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $27,357
Insurance broker organization code?	3
Insurance broker name	PROEQUITIES INC.

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

0B23020

Policy instance

Insurance contract or identification number	0B23020
Number of Individuals Covered	16
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Total amount of commissions paid to insurance broker	USD $416
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $268
Insurance broker organization code?	3
Insurance broker name	MILLENNIUM BROKERAGE GROUP

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

E00090023000000

Policy instance

Insurance contract or identification number	E00090023000000
Number of Individuals Covered	43
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHQ326

Policy instance

Insurance contract or identification number	PHQ326
Number of Individuals Covered	184
Insurance policy start date	2011-04-01
Insurance policy end date	2012-03-31
Total amount of commissions paid to insurance broker	USD $24,588
Total amount of fees paid to insurance company	USD $4,043
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )

Policy contract number

E00090023000000

Policy instance

Insurance contract or identification number	E00090023000000
Number of Individuals Covered	47
Insurance policy start date	2011-04-01
Insurance policy end date	2012-03-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

0B23020

Policy instance

Insurance contract or identification number	0B23020
Number of Individuals Covered	17
Insurance policy start date	2011-04-01
Insurance policy end date	2012-03-31
Total amount of commissions paid to insurance broker	USD $502
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHQ326

Policy instance

Insurance contract or identification number	PHQ326
Number of Individuals Covered	195
Insurance policy start date	2010-04-01
Insurance policy end date	2011-03-31
Total amount of commissions paid to insurance broker	USD $22,258
Total amount of fees paid to insurance company	USD $3,705
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BLUE RIDGE MOUNTAIN EMC
Employer identification number (EIN):	580165073
NAIC Classification:	221100