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USW INDUSTRY 401K PLAN 401k Plan overview

Plan NameUSW INDUSTRY 401K PLAN
Plan identification number 002

USW INDUSTRY 401K 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE BOARD OF TRUSTEES USW INDUSTRY 401K FUND has sponsored the creation of one or more 401k plans.

Company Name:THE BOARD OF TRUSTEES USW INDUSTRY 401K FUND
Employer identification number (EIN):621564649
NAIC Classification:322100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan USW INDUSTRY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CAROLYN ADAMS-ROSSIGNOL
0022016-01-01ALLISON DYE
0022015-01-01ALLISON DYE
0022014-01-01ALLISON DYE
0022013-01-01TREVOR ENGLAND
0022012-01-01TREVOR ENGLAND
0022011-01-01TREVOR ENGLAND
0022010-01-01TREVOR ENGLAND

Plan Statistics for USW INDUSTRY 401K PLAN

401k plan membership statisitcs for USW INDUSTRY 401K PLAN

Measure Date Value
2022: USW INDUSTRY 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0110,779
Total number of active participants reported on line 7a of the Form 55002022-01-018,460
Number of retired or separated participants receiving benefits2022-01-01155
Number of other retired or separated participants entitled to future benefits2022-01-012,144
Total of all active and inactive participants2022-01-0110,759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-0110,767
Number of participants with account balances2022-01-017,692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-01125
2021: USW INDUSTRY 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111,031
Total number of active participants reported on line 7a of the Form 55002021-01-018,450
Number of retired or separated participants receiving benefits2021-01-01154
Number of other retired or separated participants entitled to future benefits2021-01-012,170
Total of all active and inactive participants2021-01-0110,774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-0110,779
Number of participants with account balances2021-01-017,797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-01125
2020: USW INDUSTRY 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111,036
Total number of active participants reported on line 7a of the Form 55002020-01-018,780
Number of retired or separated participants receiving benefits2020-01-01151
Number of other retired or separated participants entitled to future benefits2020-01-012,095
Total of all active and inactive participants2020-01-0111,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-0111,031
Number of participants with account balances2020-01-018,088
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-01125
2019: USW INDUSTRY 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0112,400
Total number of active participants reported on line 7a of the Form 55002019-01-018,896
Number of retired or separated participants receiving benefits2019-01-01155
Number of other retired or separated participants entitled to future benefits2019-01-011,978
Total of all active and inactive participants2019-01-0111,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-0111,036
Number of participants with account balances2019-01-018,221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-01125
2018: USW INDUSTRY 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0114,131
Total number of active participants reported on line 7a of the Form 55002018-01-017,849
Number of retired or separated participants receiving benefits2018-01-0162
Number of other retired or separated participants entitled to future benefits2018-01-014,471
Total of all active and inactive participants2018-01-0112,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0118
Total participants2018-01-0112,400
Number of participants with account balances2018-01-0110,661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-01126
2017: USW INDUSTRY 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113,889
Total number of active participants reported on line 7a of the Form 55002017-01-0111,681
Number of retired or separated participants receiving benefits2017-01-01147
Number of other retired or separated participants entitled to future benefits2017-01-012,294
Total of all active and inactive participants2017-01-0114,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-0114,129
Number of participants with account balances2017-01-0111,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-01127
2016: USW INDUSTRY 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113,416
Total number of active participants reported on line 7a of the Form 55002016-01-0111,447
Number of retired or separated participants receiving benefits2016-01-01126
Number of other retired or separated participants entitled to future benefits2016-01-012,312
Total of all active and inactive participants2016-01-0113,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-0113,888
Number of participants with account balances2016-01-0110,907
Number of employers contributing to the scheme2016-01-01111
2015: USW INDUSTRY 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113,171
Total number of active participants reported on line 7a of the Form 55002015-01-0110,988
Number of retired or separated participants receiving benefits2015-01-0165
Number of other retired or separated participants entitled to future benefits2015-01-012,360
Total of all active and inactive participants2015-01-0113,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-0113,415
Number of participants with account balances2015-01-0110,594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-01113
2014: USW INDUSTRY 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0112,419
Total number of active participants reported on line 7a of the Form 55002014-01-0111,298
Number of retired or separated participants receiving benefits2014-01-01101
Number of other retired or separated participants entitled to future benefits2014-01-011,769
Total of all active and inactive participants2014-01-0113,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-0113,171
Number of participants with account balances2014-01-0110,512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-01114
2013: USW INDUSTRY 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111,388
Total number of active participants reported on line 7a of the Form 55002013-01-0110,673
Number of retired or separated participants receiving benefits2013-01-0190
Number of other retired or separated participants entitled to future benefits2013-01-011,654
Total of all active and inactive participants2013-01-0112,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-0112,419
Number of participants with account balances2013-01-019,849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-01122
2012: USW INDUSTRY 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111,353
Total number of active participants reported on line 7a of the Form 55002012-01-019,722
Number of retired or separated participants receiving benefits2012-01-0178
Number of other retired or separated participants entitled to future benefits2012-01-011,584
Total of all active and inactive participants2012-01-0111,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-0111,388
Number of participants with account balances2012-01-019,074
Number of employers contributing to the scheme2012-01-01137
2011: USW INDUSTRY 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111,107
Total number of active participants reported on line 7a of the Form 55002011-01-019,897
Number of retired or separated participants receiving benefits2011-01-0170
Number of other retired or separated participants entitled to future benefits2011-01-011,381
Total of all active and inactive participants2011-01-0111,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-0111,353
Number of participants with account balances2011-01-019,950
Number of employers contributing to the scheme2011-01-01146
2010: USW INDUSTRY 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0110,557
Total number of active participants reported on line 7a of the Form 55002010-01-019,758
Number of retired or separated participants receiving benefits2010-01-0157
Number of other retired or separated participants entitled to future benefits2010-01-011,287
Total of all active and inactive participants2010-01-0111,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015
Total participants2010-01-0111,107
Number of participants with account balances2010-01-019,923
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-01133

Financial Data on USW INDUSTRY 401K PLAN

Measure Date Value
2022 : USW INDUSTRY 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$2,228,755
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,741,194
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,259,777
Total income from all sources (including contributions)2022-12-31$-32,032,598
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$37,063,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$36,339,092
Expenses. Certain deemed distributions of participant loans2022-12-31$200,821
Value of total corrective distributions2022-12-31$5,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$22,036,572
Value of total assets at end of year2022-12-31$341,765,854
Value of total assets at beginning of year2022-12-31$413,609,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$517,404
Total interest from all sources2022-12-31$3,157,805
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,570,645
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$8,570,645
Administrative expenses professional fees incurred2022-12-31$196,979
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$12,399,088
Participant contributions at end of year2022-12-31$6,917,504
Participant contributions at beginning of year2022-12-31$7,411,487
Participant contributions at end of year2022-12-31$332,805
Participant contributions at beginning of year2022-12-31$271,776
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,258,467
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$223,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$505,528
Other income not declared elsewhere2022-12-31$-582,311
Administrative expenses (other) incurred2022-12-31$305,425
Liabilities. Value of operating payables at end of year2022-12-31$1,741,194
Liabilities. Value of operating payables at beginning of year2022-12-31$2,259,777
Total non interest bearing cash at end of year2022-12-31$585,066
Total non interest bearing cash at beginning of year2022-12-31$994,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-69,095,883
Value of net assets at end of year (total assets less liabilities)2022-12-31$340,024,660
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$411,349,298
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$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$247,593,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$321,980,724
Interest on participant loans2022-12-31$330,902
Interest earned on other investments2022-12-31$2,759,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$67,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$85,821,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$82,188,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-65,215,309
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,379,017
Employer contributions (assets) at end of year2022-12-31$289,001
Employer contributions (assets) at beginning of year2022-12-31$216,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$36,339,092
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$2,540
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$36,992
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 name2022-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2022-12-31560574444
2021 : USW INDUSTRY 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$15,449,008
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,259,777
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,212,010
Total income from all sources (including contributions)2021-12-31$78,923,817
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$40,263,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$39,055,895
Expenses. Certain deemed distributions of participant loans2021-12-31$117,532
Value of total corrective distributions2021-12-31$108,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$21,257,942
Value of total assets at end of year2021-12-31$413,609,075
Value of total assets at beginning of year2021-12-31$390,350,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$982,024
Total interest from all sources2021-12-31$634,887
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$17,288,261
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$17,288,261
Administrative expenses professional fees incurred2021-12-31$267,704
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$12,075,927
Participant contributions at end of year2021-12-31$7,411,487
Participant contributions at beginning of year2021-12-31$8,042,823
Participant contributions at end of year2021-12-31$271,776
Participant contributions at beginning of year2021-12-31$370,451
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$861,403
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$505,528
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$152,058
Other income not declared elsewhere2021-12-31$-699,994
Administrative expenses (other) incurred2021-12-31$699,320
Liabilities. Value of operating payables at end of year2021-12-31$2,259,777
Liabilities. Value of operating payables at beginning of year2021-12-31$2,212,010
Total non interest bearing cash at end of year2021-12-31$994,707
Total non interest bearing cash at beginning of year2021-12-31$810,332
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$38,660,279
Value of net assets at end of year (total assets less liabilities)2021-12-31$411,349,298
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$388,138,027
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$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$321,980,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$296,307,874
Interest on participant loans2021-12-31$359,853
Interest earned on other investments2021-12-31$275,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$82,188,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$84,018,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$40,442,721
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,320,612
Employer contributions (assets) at end of year2021-12-31$216,144
Employer contributions (assets) at beginning of year2021-12-31$643,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$39,055,895
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$36,992
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$1,260
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 name2021-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2021-12-31560574444
2020 : USW INDUSTRY 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,212,010
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,892,032
Total income from all sources (including contributions)2020-12-31$66,960,570
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$41,943,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$40,579,644
Expenses. Certain deemed distributions of participant loans2020-12-31$200,928
Value of total corrective distributions2020-12-31$12,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$20,346,982
Value of total assets at end of year2020-12-31$390,350,037
Value of total assets at beginning of year2020-12-31$365,012,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,149,778
Total interest from all sources2020-12-31$676,925
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$12,363,761
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$12,363,761
Administrative expenses professional fees incurred2020-12-31$216,094
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$11,969,354
Participant contributions at end of year2020-12-31$8,042,823
Participant contributions at beginning of year2020-12-31$9,267,548
Participant contributions at end of year2020-12-31$370,451
Participant contributions at beginning of year2020-12-31$425,097
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$680,337
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$152,058
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$182,714
Other income not declared elsewhere2020-12-31$-571,133
Administrative expenses (other) incurred2020-12-31$918,684
Liabilities. Value of operating payables at end of year2020-12-31$2,212,010
Liabilities. Value of operating payables at beginning of year2020-12-31$1,892,032
Total non interest bearing cash at end of year2020-12-31$810,332
Total non interest bearing cash at beginning of year2020-12-31$810,567
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$25,017,545
Value of net assets at end of year (total assets less liabilities)2020-12-31$388,138,027
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$363,120,482
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$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$296,307,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$274,588,413
Interest on participant loans2020-12-31$489,063
Interest earned on other investments2020-12-31$187,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,105
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$84,018,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$79,005,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$34,144,035
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,697,291
Employer contributions (assets) at end of year2020-12-31$643,174
Employer contributions (assets) at beginning of year2020-12-31$728,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$40,579,644
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$1,260
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$2,520
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2020-12-31560574444
2019 : USW INDUSTRY 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$2,827,105
Total transfer of assets to this plan2019-12-31$2,827,105
Total transfer of assets from this plan2019-12-31$57,508
Total transfer of assets from this plan2019-12-31$57,508
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,892,032
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,892,032
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,585,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,585,297
Total income from all sources (including contributions)2019-12-31$81,606,752
Total income from all sources (including contributions)2019-12-31$81,606,752
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$35,617,434
Total of all expenses incurred2019-12-31$35,617,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,485,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,485,425
Expenses. Certain deemed distributions of participant loans2019-12-31$141,393
Expenses. Certain deemed distributions of participant loans2019-12-31$141,393
Value of total corrective distributions2019-12-31$37,330
Value of total corrective distributions2019-12-31$37,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,095,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,095,397
Value of total assets at end of year2019-12-31$365,012,514
Value of total assets at end of year2019-12-31$365,012,514
Value of total assets at beginning of year2019-12-31$315,946,864
Value of total assets at beginning of year2019-12-31$315,946,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$953,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$953,286
Total interest from all sources2019-12-31$1,848,161
Total interest from all sources2019-12-31$1,848,161
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,000,643
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,000,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,000,643
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,000,643
Administrative expenses professional fees incurred2019-12-31$188,526
Administrative expenses professional fees incurred2019-12-31$188,526
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$12,262,538
Contributions received from participants2019-12-31$12,262,538
Participant contributions at end of year2019-12-31$9,267,548
Participant contributions at end of year2019-12-31$9,267,548
Participant contributions at beginning of year2019-12-31$9,337,445
Participant contributions at beginning of year2019-12-31$9,337,445
Participant contributions at end of year2019-12-31$425,097
Participant contributions at beginning of year2019-12-31$376,926
Participant contributions at beginning of year2019-12-31$376,926
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$714,326
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$714,326
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$182,714
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$182,714
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$169,519
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$169,519
Other income not declared elsewhere2019-12-31$90,257
Other income not declared elsewhere2019-12-31$90,257
Administrative expenses (other) incurred2019-12-31$749,760
Administrative expenses (other) incurred2019-12-31$749,760
Liabilities. Value of operating payables at end of year2019-12-31$1,892,032
Liabilities. Value of operating payables at end of year2019-12-31$1,892,032
Liabilities. Value of operating payables at beginning of year2019-12-31$1,548,157
Liabilities. Value of operating payables at beginning of year2019-12-31$1,548,157
Total non interest bearing cash at end of year2019-12-31$810,567
Total non interest bearing cash at end of year2019-12-31$810,567
Total non interest bearing cash at beginning of year2019-12-31$663,222
Total non interest bearing cash at beginning of year2019-12-31$663,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$45,989,318
Value of net income/loss2019-12-31$45,989,318
Value of net assets at end of year (total assets less liabilities)2019-12-31$363,120,482
Value of net assets at end of year (total assets less liabilities)2019-12-31$363,120,482
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$314,361,567
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$314,361,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$15,000
Investment advisory and management fees2019-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$274,588,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$274,588,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$224,201,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$224,201,517
Interest on participant loans2019-12-31$515,005
Interest on participant loans2019-12-31$515,005
Interest earned on other investments2019-12-31$1,333,156
Interest earned on other investments2019-12-31$1,333,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,880
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,020
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$79,005,370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$79,005,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$80,574,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$80,574,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$50,572,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$50,572,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,118,533
Contributions received in cash from employer2019-12-31$8,118,533
Employer contributions (assets) at end of year2019-12-31$728,405
Employer contributions (assets) at end of year2019-12-31$728,405
Employer contributions (assets) at beginning of year2019-12-31$621,081
Employer contributions (assets) at beginning of year2019-12-31$621,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$34,485,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$34,485,425
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$37,140
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$37,140
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$2,520
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$2,520
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
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 plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CHERRY BEKAERT, LLP
Accountancy firm name2019-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2019-12-31560574444
Accountancy firm EIN2019-12-31560574444
2018 : USW INDUSTRY 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$2,171,411
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,585,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,704,221
Total income from all sources (including contributions)2018-12-31$23,798,235
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$33,852,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$33,219,876
Expenses. Certain deemed distributions of participant loans2018-12-31$66,339
Value of total corrective distributions2018-12-31$16,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$21,418,421
Value of total assets at end of year2018-12-31$315,946,864
Value of total assets at beginning of year2018-12-31$328,291,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$550,421
Total interest from all sources2018-12-31$3,522,306
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$58,300,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$58,300,296
Administrative expenses professional fees incurred2018-12-31$199,578
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$12,513,060
Participant contributions at end of year2018-12-31$9,337,445
Participant contributions at beginning of year2018-12-31$9,128,724
Participant contributions at end of year2018-12-31$376,926
Participant contributions at beginning of year2018-12-31$443,950
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,211,933
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$169,519
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$158,433
Other income not declared elsewhere2018-12-31$577,278
Administrative expenses (other) incurred2018-12-31$335,843
Liabilities. Value of operating payables at end of year2018-12-31$1,548,157
Liabilities. Value of operating payables at beginning of year2018-12-31$1,636,018
Total non interest bearing cash at end of year2018-12-31$663,222
Total non interest bearing cash at beginning of year2018-12-31$2,468,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,054,738
Value of net assets at end of year (total assets less liabilities)2018-12-31$314,361,567
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$326,587,716
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$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$224,201,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$238,968,901
Interest on participant loans2018-12-31$457,052
Interest earned on other investments2018-12-31$3,065,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,020
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$80,574,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$76,442,977
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-60,020,066
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,693,428
Employer contributions (assets) at end of year2018-12-31$621,081
Employer contributions (assets) at beginning of year2018-12-31$677,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$33,219,876
Liabilities. Value of benefit claims payable at end of year2018-12-31$37,140
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$68,203
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$608
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 plan2018-12-31Unqualified
Accountancy firm name2018-12-31CHERRY BEKAERT, LLP
Accountancy firm EIN2018-12-31560574444
2017 : USW INDUSTRY 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,704,221
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,442,353
Total income from all sources (including contributions)2017-12-31$53,318,242
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$24,534,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$23,647,236
Expenses. Certain deemed distributions of participant loans2017-12-31$96,734
Value of total corrective distributions2017-12-31$68,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$22,266,024
Value of total assets at end of year2017-12-31$328,291,937
Value of total assets at beginning of year2017-12-31$299,246,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$722,238
Total interest from all sources2017-12-31$2,876,111
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$23,027,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$23,027,163
Administrative expenses professional fees incurred2017-12-31$124,927
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$12,543,583
Participant contributions at end of year2017-12-31$9,128,724
Participant contributions at beginning of year2017-12-31$9,178,092
Participant contributions at end of year2017-12-31$443,950
Participant contributions at beginning of year2017-12-31$377,575
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,699,100
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$158,433
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$176,210
Other income not declared elsewhere2017-12-31$681,685
Administrative expenses (other) incurred2017-12-31$582,311
Liabilities. Value of operating payables at end of year2017-12-31$1,636,018
Liabilities. Value of operating payables at beginning of year2017-12-31$1,437,273
Total non interest bearing cash at end of year2017-12-31$2,468,870
Total non interest bearing cash at beginning of year2017-12-31$1,951,397
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$28,783,640
Value of net assets at end of year (total assets less liabilities)2017-12-31$326,587,716
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$297,804,076
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$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$238,968,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$210,110,914
Interest on participant loans2017-12-31$411,978
Interest earned on other investments2017-12-31$2,464,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$76,442,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$76,770,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,467,259
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,023,341
Employer contributions (assets) at end of year2017-12-31$677,483
Employer contributions (assets) at beginning of year2017-12-31$679,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$23,647,236
Liabilities. Value of benefit claims payable at end of year2017-12-31$68,203
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$5,080
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$608
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$590
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2017-12-31560574444
2016 : USW INDUSTRY 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$4,566,864
Total transfer of assets from this plan2016-12-31$4,181,788
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,442,353
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,308,685
Total income from all sources (including contributions)2016-12-31$41,339,642
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$27,034,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$26,288,835
Expenses. Certain deemed distributions of participant loans2016-12-31$44,396
Value of total corrective distributions2016-12-31$71,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,456,450
Value of total assets at end of year2016-12-31$299,246,429
Value of total assets at beginning of year2016-12-31$284,422,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$629,923
Total interest from all sources2016-12-31$2,950,244
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,792,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$9,792,242
Administrative expenses professional fees incurred2016-12-31$171,730
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$12,143,612
Participant contributions at end of year2016-12-31$9,178,092
Participant contributions at beginning of year2016-12-31$9,696,340
Participant contributions at end of year2016-12-31$377,575
Participant contributions at beginning of year2016-12-31$262,110
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,754,921
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$176,210
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$224,340
Other income not declared elsewhere2016-12-31$840,352
Administrative expenses (other) incurred2016-12-31$443,193
Liabilities. Value of operating payables at end of year2016-12-31$1,437,273
Liabilities. Value of operating payables at beginning of year2016-12-31$1,275,534
Total non interest bearing cash at end of year2016-12-31$1,951,397
Total non interest bearing cash at beginning of year2016-12-31$1,319,549
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$14,304,820
Value of net assets at end of year (total assets less liabilities)2016-12-31$297,804,076
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$283,114,180
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$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$210,110,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$199,574,036
Interest on participant loans2016-12-31$402,577
Interest earned on other investments2016-12-31$2,547,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$76,770,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$72,807,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,300,354
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,557,917
Employer contributions (assets) at end of year2016-12-31$679,395
Employer contributions (assets) at beginning of year2016-12-31$535,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$26,288,835
Liabilities. Value of benefit claims payable at end of year2016-12-31$5,080
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$33,151
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$590
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$606
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FRASIER DEAN AND HOWARD PLLC
Accountancy firm EIN2016-12-31621073578
2015 : USW INDUSTRY 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$7,629,148
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,308,685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,335,828
Total income from all sources (including contributions)2015-12-31$22,504,319
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$23,899,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$23,111,516
Expenses. Certain deemed distributions of participant loans2015-12-31$162,729
Value of total corrective distributions2015-12-31$52,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,360,505
Value of total assets at end of year2015-12-31$284,422,865
Value of total assets at beginning of year2015-12-31$278,216,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$572,478
Total interest from all sources2015-12-31$2,798,228
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$12,671,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$12,671,813
Administrative expenses professional fees incurred2015-12-31$170,923
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$11,473,758
Participant contributions at end of year2015-12-31$9,696,340
Participant contributions at beginning of year2015-12-31$9,834,638
Participant contributions at end of year2015-12-31$262,110
Participant contributions at beginning of year2015-12-31$319,321
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$872,885
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$224,340
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$371,933
Other income not declared elsewhere2015-12-31$571,107
Administrative expenses (other) incurred2015-12-31$386,555
Liabilities. Value of operating payables at end of year2015-12-31$1,275,534
Liabilities. Value of operating payables at beginning of year2015-12-31$1,293,789
Total non interest bearing cash at end of year2015-12-31$1,319,549
Total non interest bearing cash at beginning of year2015-12-31$932,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,395,382
Value of net assets at end of year (total assets less liabilities)2015-12-31$283,114,180
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$276,880,414
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$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$199,574,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$197,905,499
Interest on participant loans2015-12-31$403,419
Interest earned on other investments2015-12-31$2,394,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$115,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$115,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$72,807,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$68,194,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,897,334
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$7,013,862
Employer contributions (assets) at end of year2015-12-31$535,362
Employer contributions (assets) at beginning of year2015-12-31$540,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$23,111,516
Liabilities. Value of benefit claims payable at end of year2015-12-31$33,151
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$42,039
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$606
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$606
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31FRASIER DEAN AND HOWARD PLLC
Accountancy firm EIN2015-12-31621073578
2014 : USW INDUSTRY 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$551,789
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,335,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,715,930
Total income from all sources (including contributions)2014-12-31$39,301,201
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$23,390,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$22,501,361
Expenses. Certain deemed distributions of participant loans2014-12-31$110,656
Value of total corrective distributions2014-12-31$36,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,152,416
Value of total assets at end of year2014-12-31$278,216,242
Value of total assets at beginning of year2014-12-31$262,134,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$742,600
Total interest from all sources2014-12-31$2,687,962
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,990,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$14,990,810
Administrative expenses professional fees incurred2014-12-31$236,467
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$11,408,656
Participant contributions at end of year2014-12-31$9,834,638
Participant contributions at beginning of year2014-12-31$9,931,778
Participant contributions at end of year2014-12-31$319,321
Participant contributions at beginning of year2014-12-31$372,819
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$766,806
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$371,933
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$190,140
Other income not declared elsewhere2014-12-31$562,998
Administrative expenses (other) incurred2014-12-31$491,133
Liabilities. Value of operating payables at end of year2014-12-31$1,293,789
Liabilities. Value of operating payables at beginning of year2014-12-31$1,223,036
Total non interest bearing cash at end of year2014-12-31$932,867
Total non interest bearing cash at beginning of year2014-12-31$1,139,561
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$15,910,241
Value of net assets at end of year (total assets less liabilities)2014-12-31$276,880,414
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$260,418,384
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$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$197,905,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$181,875,227
Interest on participant loans2014-12-31$418,237
Interest earned on other investments2014-12-31$2,269,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$115,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$35,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$35,972
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$68,194,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$68,118,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,907,015
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,976,954
Employer contributions (assets) at end of year2014-12-31$540,875
Employer contributions (assets) at beginning of year2014-12-31$469,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$22,501,361
Liabilities. Value of benefit claims payable at end of year2014-12-31$42,039
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$492,894
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$606
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$606
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31FRAISER DEAN AND HOWARD PLLC
Accountancy firm EIN2014-12-31621073578
2013 : USW INDUSTRY 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,715,930
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,535,156
Total income from all sources (including contributions)2013-12-31$58,017,263
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$20,871,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$19,844,028
Expenses. Certain deemed distributions of participant loans2013-12-31$177,036
Value of total corrective distributions2013-12-31$57,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$19,696,256
Value of total assets at end of year2013-12-31$262,134,314
Value of total assets at beginning of year2013-12-31$224,807,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$793,217
Total interest from all sources2013-12-31$2,774,340
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$12,098,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$12,098,696
Administrative expenses professional fees incurred2013-12-31$267,260
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$11,564,789
Participant contributions at end of year2013-12-31$9,931,778
Participant contributions at beginning of year2013-12-31$9,800,788
Participant contributions at end of year2013-12-31$372,819
Participant contributions at beginning of year2013-12-31$418,728
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,442,955
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$190,140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$276,371
Other income not declared elsewhere2013-12-31$487,262
Administrative expenses (other) incurred2013-12-31$510,957
Liabilities. Value of operating payables at end of year2013-12-31$1,223,036
Liabilities. Value of operating payables at beginning of year2013-12-31$1,343,413
Total non interest bearing cash at end of year2013-12-31$1,139,561
Total non interest bearing cash at beginning of year2013-12-31$988,862
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$37,145,874
Value of net assets at end of year (total assets less liabilities)2013-12-31$260,418,384
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$223,272,510
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$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$181,875,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$144,528,063
Interest on participant loans2013-12-31$419,946
Interest earned on other investments2013-12-31$2,352,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$35,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,652
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$68,118,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$68,351,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$22,960,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,688,512
Employer contributions (assets) at end of year2013-12-31$469,248
Employer contributions (assets) at beginning of year2013-12-31$441,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$19,844,028
Liabilities. Value of benefit claims payable at end of year2013-12-31$492,894
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$191,743
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$606
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$567
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31FRAISER DEAN AND HOWARD PLLC
Accountancy firm EIN2013-12-31621073578
2012 : USW INDUSTRY 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$13,109,238
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,535,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,501,889
Total income from all sources (including contributions)2012-12-31$40,731,305
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$22,664,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$21,662,213
Expenses. Certain deemed distributions of participant loans2012-12-31$184,300
Value of total corrective distributions2012-12-31$66,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$19,610,579
Value of total assets at end of year2012-12-31$224,807,666
Value of total assets at beginning of year2012-12-31$219,817,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$751,763
Total interest from all sources2012-12-31$2,919,841
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$205,809
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$11,912,434
Participant contributions at end of year2012-12-31$9,800,788
Participant contributions at beginning of year2012-12-31$10,912,999
Participant contributions at end of year2012-12-31$418,728
Participant contributions at beginning of year2012-12-31$491,053
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,312,899
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$276,371
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$127,570
Other income not declared elsewhere2012-12-31$443,004
Administrative expenses (other) incurred2012-12-31$528,468
Liabilities. Value of operating payables at end of year2012-12-31$1,343,413
Liabilities. Value of operating payables at beginning of year2012-12-31$1,501,889
Total non interest bearing cash at end of year2012-12-31$988,862
Total non interest bearing cash at beginning of year2012-12-31$1,671,080
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$18,066,445
Value of net assets at end of year (total assets less liabilities)2012-12-31$223,272,510
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$218,315,303
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$17,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$144,528,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$136,994,747
Interest on participant loans2012-12-31$419,118
Interest earned on other investments2012-12-31$2,493,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$48,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$48,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$68,351,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$69,134,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$17,757,895
Net investment gain or loss from common/collective trusts2012-12-31$-14
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,385,246
Employer contributions (assets) at end of year2012-12-31$441,284
Employer contributions (assets) at beginning of year2012-12-31$436,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$21,662,213
Liabilities. Value of benefit claims payable at end of year2012-12-31$191,743
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$567
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$1,133
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31FRAISER DEAN AND HOWARD PLLC
Accountancy firm EIN2012-12-31621073578
2011 : USW INDUSTRY 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$924,859
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,501,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,096,826
Total income from all sources (including contributions)2011-12-31$24,705,663
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$17,618,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,208,599
Expenses. Certain deemed distributions of participant loans2011-12-31$168,974
Value of total corrective distributions2011-12-31$41,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$20,739,732
Value of total assets at end of year2011-12-31$219,817,192
Value of total assets at beginning of year2011-12-31$211,400,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,200,235
Total interest from all sources2011-12-31$2,995,907
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$210,882
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$13,255,350
Participant contributions at end of year2011-12-31$10,912,999
Participant contributions at beginning of year2011-12-31$9,786,974
Participant contributions at end of year2011-12-31$491,053
Participant contributions at beginning of year2011-12-31$374,302
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$438,377
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$127,570
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$144,733
Other income not declared elsewhere2011-12-31$445,181
Administrative expenses (other) incurred2011-12-31$969,353
Liabilities. Value of operating payables at end of year2011-12-31$1,501,889
Liabilities. Value of operating payables at beginning of year2011-12-31$1,096,826
Total non interest bearing cash at end of year2011-12-31$1,671,080
Total non interest bearing cash at beginning of year2011-12-31$788,849
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$7,086,804
Value of net assets at end of year (total assets less liabilities)2011-12-31$218,315,303
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$210,303,640
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$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$136,994,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$117,248,921
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$12,219,448
Interest on participant loans2011-12-31$478,180
Interest earned on other investments2011-12-31$2,517,727
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$6,204,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$48,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$66
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$66
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$69,134,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$63,940,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$618,561
Net investment gain/loss from pooled separate accounts2011-12-31$-130,937
Net investment gain or loss from common/collective trusts2011-12-31$37,219
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,046,005
Employer contributions (assets) at end of year2011-12-31$436,372
Employer contributions (assets) at beginning of year2011-12-31$690,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,208,599
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$1,133
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$1,700
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LATTIMORE BLACK MORGAN & CAIN PC
Accountancy firm EIN2011-12-31621199757
2010 : USW INDUSTRY 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$2,139,479
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,096,826
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$443,776
Total income from all sources (including contributions)2010-12-31$41,541,351
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$16,605,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$15,044,426
Expenses. Certain deemed distributions of participant loans2010-12-31$135,554
Value of total corrective distributions2010-12-31$53,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$21,245,997
Value of total assets at end of year2010-12-31$211,400,466
Value of total assets at beginning of year2010-12-31$183,672,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,372,277
Total interest from all sources2010-12-31$2,897,753
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$187,396
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$13,537,854
Participant contributions at end of year2010-12-31$9,786,974
Participant contributions at beginning of year2010-12-31$8,497,937
Participant contributions at end of year2010-12-31$374,302
Participant contributions at beginning of year2010-12-31$332,714
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$799,580
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$144,733
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$113,011
Other income not declared elsewhere2010-12-31$458,114
Administrative expenses (other) incurred2010-12-31$1,164,881
Liabilities. Value of operating payables at end of year2010-12-31$1,096,826
Liabilities. Value of operating payables at beginning of year2010-12-31$443,776
Total non interest bearing cash at end of year2010-12-31$788,849
Total non interest bearing cash at beginning of year2010-12-31$69,631
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$24,935,567
Value of net assets at end of year (total assets less liabilities)2010-12-31$210,303,640
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$183,228,594
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$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$117,248,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$97,742,102
Value of interest in pooled separate accounts at end of year2010-12-31$12,219,448
Value of interest in pooled separate accounts at beginning of year2010-12-31$10,675,293
Interest on participant loans2010-12-31$476,225
Interest earned on other investments2010-12-31$2,421,171
Value of interest in common/collective trusts at end of year2010-12-31$6,204,605
Value of interest in common/collective trusts at beginning of year2010-12-31$2,859,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$66
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$622,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$622,641
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$63,940,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$62,140,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$14,854,717
Net investment gain/loss from pooled separate accounts2010-12-31$1,446,630
Net investment gain or loss from common/collective trusts2010-12-31$638,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,908,563
Employer contributions (assets) at end of year2010-12-31$690,496
Employer contributions (assets) at beginning of year2010-12-31$619,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,044,426
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$1,700
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$567
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LATTIMORE BLACK MORGAN & CAIN PC
Accountancy firm EIN2010-12-31621199757

Form 5500 Responses for USW INDUSTRY 401K PLAN

2022: USW INDUSTRY 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained 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: USW INDUSTRY 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained 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: USW INDUSTRY 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained 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: USW INDUSTRY 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained 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: USW INDUSTRY 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained 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: USW INDUSTRY 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained 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: USW INDUSTRY 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained 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: USW INDUSTRY 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained 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: USW INDUSTRY 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained 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: USW INDUSTRY 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained 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: USW INDUSTRY 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained 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: USW INDUSTRY 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained 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: USW INDUSTRY 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60005
Policy instance 1
Insurance contract or identification numberMR 60005
Number of Individuals Covered10767
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60005
Policy instance 1
Insurance contract or identification numberMR 60005
Number of Individuals Covered10779
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60005
Policy instance 1
Insurance contract or identification numberMR 60005
Number of Individuals Covered11031
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60005
Policy instance 1
Insurance contract or identification numberMR 60005
Number of Individuals Covered11036
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60005
Policy instance 1
Insurance contract or identification numberMR 60005
Number of Individuals Covered12400
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60005-1
Policy instance 1
Insurance contract or identification numberMR 60005-1
Number of Individuals Covered11349
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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