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VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 401k Plan overview

Plan NameVIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES
Plan identification number 002

VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DTR HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name:DTR HOLDINGS, LLC
Employer identification number (EIN):660728522
NAIC Classification:517000

Additional information about DTR HOLDINGS, LLC

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2017-03-21
Company Identification Number: 20171215411
Legal Registered Office Address: 4 Tamarade Dr

Littleton
United States of America (USA)
80127

More information about DTR HOLDINGS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MALISSA NEILLE
0022016-01-01MALISSA NEILLE
0022015-01-01MALISSA NEILLE
0022014-01-01MARK FORTIN
0022013-01-01MARK FORTIN
0022012-01-01MARK FORTIN
0022011-01-01MARK FORTIN
0022010-01-01ROBERT GARY

Plan Statistics for VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES

401k plan membership statisitcs for VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES

Measure Date Value
2023: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2023 401k membership
Total participants, beginning-of-year2023-01-01588
Total number of active participants reported on line 7a of the Form 55002023-01-0184
Number of retired or separated participants receiving benefits2023-01-01268
Number of other retired or separated participants entitled to future benefits2023-01-01207
Total of all active and inactive participants2023-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0125
Total participants2023-01-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2022 401k membership
Market value of plan assets2022-12-3148,122,724
Acturial value of plan assets2022-12-3145,640,005
Funding target for retired participants and beneficiaries receiving payment2022-12-3121,622,600
Number of terminated vested participants2022-12-31204
Fundng target for terminated vested participants2022-12-316,119,083
Active participant vested funding target2022-12-315,171,930
Number of active participants2022-12-31107
Total funding liabilities for active participants2022-12-315,410,276
Total participant count2022-12-31591
Total funding target for all participants2022-12-3133,151,959
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-312,810
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-312,810
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-313,059
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31445,174
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01591
Total number of active participants reported on line 7a of the Form 55002022-01-0196
Number of retired or separated participants receiving benefits2022-01-01270
Number of other retired or separated participants entitled to future benefits2022-01-01198
Total of all active and inactive participants2022-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0124
Total participants2022-01-01588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2021 401k membership
Market value of plan assets2021-12-3146,378,167
Acturial value of plan assets2021-12-3142,268,080
Funding target for retired participants and beneficiaries receiving payment2021-12-3122,225,990
Number of terminated vested participants2021-12-31188
Fundng target for terminated vested participants2021-12-314,007,193
Active participant vested funding target2021-12-316,424,603
Number of active participants2021-12-31132
Total funding liabilities for active participants2021-12-316,711,480
Total participant count2021-12-31606
Total funding target for all participants2021-12-3132,944,663
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-312,447
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-312,447
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-312,810
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31486,038
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01606
Total number of active participants reported on line 7a of the Form 55002021-01-01107
Number of retired or separated participants receiving benefits2021-01-01259
Number of other retired or separated participants entitled to future benefits2021-01-01203
Total of all active and inactive participants2021-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0122
Total participants2021-01-01591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-3142,720,863
Acturial value of plan assets2020-12-3141,350,259
Funding target for retired participants and beneficiaries receiving payment2020-12-3122,845,461
Number of terminated vested participants2020-12-31183
Fundng target for terminated vested participants2020-12-313,610,042
Active participant vested funding target2020-12-316,878,153
Number of active participants2020-12-31148
Total funding liabilities for active participants2020-12-317,223,914
Total participant count2020-12-31619
Total funding target for all participants2020-12-3133,679,417
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-312,083
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-312,083
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-312,447
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31498,064
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01619
Total number of active participants reported on line 7a of the Form 55002020-01-01132
Number of retired or separated participants receiving benefits2020-01-01263
Number of other retired or separated participants entitled to future benefits2020-01-01187
Total of all active and inactive participants2020-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0124
Total participants2020-01-01606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-3138,637,011
Acturial value of plan assets2019-12-3140,807,002
Funding target for retired participants and beneficiaries receiving payment2019-12-3121,718,436
Number of terminated vested participants2019-12-31169
Fundng target for terminated vested participants2019-12-312,927,481
Active participant vested funding target2019-12-318,049,270
Number of active participants2019-12-31170
Total funding liabilities for active participants2019-12-318,427,765
Total participant count2019-12-31621
Total funding target for all participants2019-12-3133,073,682
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-312,177
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-312,177
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-312,083
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31636,139
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01619
Total number of active participants reported on line 7a of the Form 55002019-01-01148
Number of retired or separated participants receiving benefits2019-01-01267
Number of other retired or separated participants entitled to future benefits2019-01-01182
Total of all active and inactive participants2019-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0122
Total participants2019-01-01619
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-3142,746,036
Acturial value of plan assets2018-12-3141,171,213
Funding target for retired participants and beneficiaries receiving payment2018-12-3120,971,942
Number of terminated vested participants2018-12-31162
Fundng target for terminated vested participants2018-12-312,625,285
Active participant vested funding target2018-12-318,746,806
Number of active participants2018-12-31185
Total funding liabilities for active participants2018-12-319,115,177
Total participant count2018-12-31628
Total funding target for all participants2018-12-3132,712,404
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,942
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-311,942
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-312,177
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31653,462
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01628
Total number of active participants reported on line 7a of the Form 55002018-01-01168
Number of retired or separated participants receiving benefits2018-01-01262
Number of other retired or separated participants entitled to future benefits2018-01-01168
Total of all active and inactive participants2018-01-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0121
Total participants2018-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-3140,308,023
Acturial value of plan assets2017-12-3140,986,014
Funding target for retired participants and beneficiaries receiving payment2017-12-3120,466,201
Number of terminated vested participants2017-12-31151
Fundng target for terminated vested participants2017-12-312,034,022
Active participant vested funding target2017-12-318,127,318
Number of active participants2017-12-31197
Total funding liabilities for active participants2017-12-318,491,231
Total participant count2017-12-31630
Total funding target for all participants2017-12-3130,991,454
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,815
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-311,815
Present value of excess contributions2017-12-3112,150,908
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3112,893,328
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-311,942
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31576,691
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01630
Total number of active participants reported on line 7a of the Form 55002017-01-01183
Number of retired or separated participants receiving benefits2017-01-01260
Number of other retired or separated participants entitled to future benefits2017-01-01161
Total of all active and inactive participants2017-01-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0122
Total participants2017-01-01626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-3127,052,670
Acturial value of plan assets2016-12-3128,784,384
Funding target for retired participants and beneficiaries receiving payment2016-12-3118,961,134
Number of terminated vested participants2016-12-31164
Fundng target for terminated vested participants2016-12-312,009,828
Active participant vested funding target2016-12-318,802,321
Number of active participants2016-12-31218
Total funding liabilities for active participants2016-12-319,231,457
Total participant count2016-12-31636
Total funding target for all participants2016-12-3130,202,419
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-311,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,815
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-311,815
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-311,815
Total employer contributions2016-12-3113,787,736
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3113,055,862
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31608,317
Net shortfall amortization installment of oustanding balance2016-12-311,419,850
Total funding amount beforereflecting carryover/prefunding balances2016-12-31904,954
Additional cash requirement2016-12-31904,954
Contributions allocatedtoward minimum required contributions for current year2016-12-3113,055,862
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01640
Total number of active participants reported on line 7a of the Form 55002016-01-01198
Number of retired or separated participants receiving benefits2016-01-01264
Number of other retired or separated participants entitled to future benefits2016-01-01150
Total of all active and inactive participants2016-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0121
Total participants2016-01-01633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01643
Total number of active participants reported on line 7a of the Form 55002015-01-01221
Number of retired or separated participants receiving benefits2015-01-01237
Number of other retired or separated participants entitled to future benefits2015-01-01162
Total of all active and inactive participants2015-01-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0119
Total participants2015-01-01639
2014: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01635
Total number of active participants reported on line 7a of the Form 55002014-01-01243
Number of retired or separated participants receiving benefits2014-01-01230
Number of other retired or separated participants entitled to future benefits2014-01-01153
Total of all active and inactive participants2014-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-01643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01630
Total number of active participants reported on line 7a of the Form 55002013-01-01250
Number of retired or separated participants receiving benefits2013-01-01213
Number of other retired or separated participants entitled to future benefits2013-01-01157
Total of all active and inactive participants2013-01-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0115
Total participants2013-01-01635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01624
Total number of active participants reported on line 7a of the Form 55002012-01-01245
Number of retired or separated participants receiving benefits2012-01-01196
Number of other retired or separated participants entitled to future benefits2012-01-01171
Total of all active and inactive participants2012-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0116
Total participants2012-01-01628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01615
Total number of active participants reported on line 7a of the Form 55002011-01-01264
Number of retired or separated participants receiving benefits2011-01-01180
Number of other retired or separated participants entitled to future benefits2011-01-01166
Total of all active and inactive participants2011-01-01610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0114
Total participants2011-01-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-01613
Total number of active participants reported on line 7a of the Form 55002010-01-01273
Number of retired or separated participants receiving benefits2010-01-01162
Number of other retired or separated participants entitled to future benefits2010-01-01168
Total of all active and inactive participants2010-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0112
Total participants2010-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES

Measure Date Value
2023 : VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$2,516,327
Total unrealized appreciation/depreciation of assets2023-12-31$2,516,327
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$24,206
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$47,424
Total income from all sources (including contributions)2023-12-31$3,961,738
Total loss/gain on sale of assets2023-12-31$118,964
Total of all expenses incurred2023-12-31$2,653,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,352,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$39,439,248
Value of total assets at beginning of year2023-12-31$38,154,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$300,611
Total interest from all sources2023-12-31$662,476
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$559,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$2,586,978
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$1,996,834
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$384,832
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$119,023
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$24,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$47,424
Other income not declared elsewhere2023-12-31$104,434
Total non interest bearing cash at end of year2023-12-31$18,271
Total non interest bearing cash at beginning of year2023-12-31$27,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,308,457
Value of net assets at end of year (total assets less liabilities)2023-12-31$39,415,042
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$38,106,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$238,757
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$5,800,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$10,099,016
Interest earned on other investments2023-12-31$662,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,083,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$3,197,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$3,197,061
Asset value of US Government securities at end of year2023-12-31$10,487,980
Asset value of US Government securities at beginning of year2023-12-31$5,792,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Income. Dividends from common stock2023-12-31$559,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,352,670
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$11,001,326
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$7,861,126
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$8,075,913
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$9,060,866
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$118,964
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HBE LLP
Accountancy firm EIN2023-12-31470677245
2022 : VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,196,040
Total unrealized appreciation/depreciation of assets2022-12-31$-1,196,040
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$47,424
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$34,554
Total income from all sources (including contributions)2022-12-31$-7,402,484
Total loss/gain on sale of assets2022-12-31$-3,244,557
Total of all expenses incurred2022-12-31$2,613,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,314,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$38,154,009
Value of total assets at beginning of year2022-12-31$48,157,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$299,127
Total interest from all sources2022-12-31$461,040
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$920,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$53,511
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,996,834
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,014,707
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$119,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$123,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$47,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$34,554
Other income not declared elsewhere2022-12-31$-4,343,477
Total non interest bearing cash at end of year2022-12-31$27,620
Total non interest bearing cash at beginning of year2022-12-31$26,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,016,139
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,106,585
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$48,122,724
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$245,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,099,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,994,630
Interest earned on other investments2022-12-31$461,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,197,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,107,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,107,925
Asset value of US Government securities at end of year2022-12-31$5,792,463
Asset value of US Government securities at beginning of year2022-12-31$8,376,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Income. Dividends from common stock2022-12-31$920,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,314,528
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$7,861,126
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$10,533,546
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$9,060,866
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$14,980,505
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$-3,244,557
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HBE LLP
Accountancy firm EIN2022-12-31470677245
2021 : VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,848,442
Total unrealized appreciation/depreciation of assets2021-12-31$1,848,442
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$34,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$406,722
Total income from all sources (including contributions)2021-12-31$4,013,854
Total loss/gain on sale of assets2021-12-31$314,878
Total of all expenses incurred2021-12-31$2,269,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,941,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$48,157,278
Value of total assets at beginning of year2021-12-31$46,784,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$327,681
Total interest from all sources2021-12-31$528,187
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,289,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$46,022
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,014,707
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$971,895
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$123,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$136,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$34,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$406,722
Other income not declared elsewhere2021-12-31$32,431
Total non interest bearing cash at end of year2021-12-31$26,765
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$1,744,557
Value of net assets at end of year (total assets less liabilities)2021-12-31$48,122,724
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$46,378,167
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$281,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,994,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,080,720
Interest earned on other investments2021-12-31$528,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,107,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,392,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,392,924
Asset value of US Government securities at end of year2021-12-31$8,376,141
Asset value of US Government securities at beginning of year2021-12-31$9,691,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Income. Dividends from common stock2021-12-31$1,289,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,941,616
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$10,533,546
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$12,894,567
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$14,980,505
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$15,616,105
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
Aggregate proceeds on sale of assets2021-12-31$314,878
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HBE LLP
Accountancy firm EIN2021-12-31470677245
2020 : VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,399,783
Total unrealized appreciation/depreciation of assets2020-12-31$4,399,783
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$406,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$29,867
Total income from all sources (including contributions)2020-12-31$6,152,652
Total loss/gain on sale of assets2020-12-31$859,749
Total of all expenses incurred2020-12-31$2,495,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,154,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$46,784,889
Value of total assets at beginning of year2020-12-31$42,750,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$340,937
Total interest from all sources2020-12-31$616,905
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$296,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$58,022
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Assets. Other investments not covered elsewhere at end of year2020-12-31$971,895
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$664,695
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$136,895
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$104,175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$406,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$29,867
Other income not declared elsewhere2020-12-31$-19,872
Total non interest bearing cash at beginning of year2020-12-31$19,038
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$3,657,304
Value of net assets at end of year (total assets less liabilities)2020-12-31$46,378,167
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,720,863
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$282,915
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,080,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,546,361
Interest earned on other investments2020-12-31$616,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,392,924
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$642,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$642,317
Asset value of US Government securities at end of year2020-12-31$9,691,783
Asset value of US Government securities at beginning of year2020-12-31$5,092,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Income. Dividends from common stock2020-12-31$296,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,154,411
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$12,894,567
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$9,412,202
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$15,616,105
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$14,269,773
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
Aggregate proceeds on sale of assets2020-12-31$859,749
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HBE LLP
Accountancy firm EIN2020-12-31470677245
2019 : VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,254,278
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,254,278
Total unrealized appreciation/depreciation of assets2019-12-31$4,254,278
Total unrealized appreciation/depreciation of assets2019-12-31$4,254,278
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,867
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,867
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$275,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$275,091
Total income from all sources (including contributions)2019-12-31$6,543,499
Total income from all sources (including contributions)2019-12-31$6,543,499
Total loss/gain on sale of assets2019-12-31$1,095,450
Total of all expenses incurred2019-12-31$2,459,647
Total of all expenses incurred2019-12-31$2,459,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,132,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,132,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$42,750,730
Value of total assets at end of year2019-12-31$42,750,730
Value of total assets at beginning of year2019-12-31$38,912,102
Value of total assets at beginning of year2019-12-31$38,912,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$327,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$327,230
Total interest from all sources2019-12-31$421,804
Total interest from all sources2019-12-31$421,804
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$821,036
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$821,036
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
Administrative expenses professional fees incurred2019-12-31$74,634
Administrative expenses professional fees incurred2019-12-31$74,634
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$7,753
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$7,753
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$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
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
Assets. Other investments not covered elsewhere at end of year2019-12-31$664,695
Assets. Other investments not covered elsewhere at end of year2019-12-31$664,695
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$810,905
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$810,905
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$104,175
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$761,816
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$761,816
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$29,867
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$29,867
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$275,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$275,091
Other income not declared elsewhere2019-12-31$-49,069
Other income not declared elsewhere2019-12-31$-49,069
Total non interest bearing cash at end of year2019-12-31$19,038
Total non interest bearing cash at beginning of year2019-12-31$33,081
Total non interest bearing cash at beginning of year2019-12-31$33,081
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$4,083,852
Value of net income/loss2019-12-31$4,083,852
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,720,863
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,637,011
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$252,596
Investment advisory and management fees2019-12-31$252,596
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,546,361
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,546,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,899,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,899,538
Interest earned on other investments2019-12-31$421,804
Interest earned on other investments2019-12-31$421,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$642,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$642,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$407,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$407,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$407,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$407,113
Asset value of US Government securities at end of year2019-12-31$5,092,169
Asset value of US Government securities at end of year2019-12-31$5,092,169
Asset value of US Government securities at beginning of year2019-12-31$3,470,185
Asset value of US Government securities at beginning of year2019-12-31$3,470,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Income. Dividends from common stock2019-12-31$821,036
Income. Dividends from common stock2019-12-31$821,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,132,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,132,417
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$9,412,202
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$9,412,202
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$7,020,974
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$7,020,974
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$14,269,773
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$11,500,737
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$11,500,737
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
Aggregate proceeds on sale of assets2019-12-31$1,095,450
Aggregate proceeds on sale of assets2019-12-31$1,095,450
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HBE LLP
Accountancy firm name2019-12-31HBE LLP
Accountancy firm EIN2019-12-31470677245
Accountancy firm EIN2019-12-31470677245
2018 : VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,742,898
Total unrealized appreciation/depreciation of assets2018-12-31$-2,742,898
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$275,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19,799
Total income from all sources (including contributions)2018-12-31$-1,801,202
Total loss/gain on sale of assets2018-12-31$-313,183
Total of all expenses incurred2018-12-31$2,307,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,995,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$38,912,102
Value of total assets at beginning of year2018-12-31$42,765,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$312,270
Total interest from all sources2018-12-31$375,623
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$897,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$58,645
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$7,753
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$6,734
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$810,905
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$604,499
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$761,816
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$99,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$275,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$19,799
Other income not declared elsewhere2018-12-31$-18,353
Total non interest bearing cash at end of year2018-12-31$33,081
Total non interest bearing cash at beginning of year2018-12-31$21,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,109,025
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,637,011
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$42,746,036
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$253,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,899,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,237,511
Interest earned on other investments2018-12-31$375,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$407,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$284,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$284,312
Asset value of US Government securities at end of year2018-12-31$3,470,185
Asset value of US Government securities at beginning of year2018-12-31$5,126,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Income. Dividends from common stock2018-12-31$897,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,995,553
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$7,020,974
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$7,282,045
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$11,500,737
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$15,103,759
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$-313,183
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HBE LLP
Accountancy firm EIN2018-12-31470677245
2017 : VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,659,921
Total unrealized appreciation/depreciation of assets2017-12-31$2,659,921
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19,799
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,812,985
Total income from all sources (including contributions)2017-12-31$4,732,383
Total loss/gain on sale of assets2017-12-31$896,913
Total of all expenses incurred2017-12-31$2,303,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,956,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$42,765,835
Value of total assets at beginning of year2017-12-31$49,130,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$347,281
Total interest from all sources2017-12-31$252,029
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$843,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$57,400
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$6,734
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$5,904
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$604,499
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,033,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$99,785
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$804,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$19,799
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,812,985
Other income not declared elsewhere2017-12-31$80,090
Total non interest bearing cash at end of year2017-12-31$21,071
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,428,422
Value of net assets at end of year (total assets less liabilities)2017-12-31$42,746,036
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$40,317,614
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$757
Investment advisory and management fees2017-12-31$289,881
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,237,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,285,258
Interest earned on other investments2017-12-31$252,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$284,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$24,114,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$24,114,461
Asset value of US Government securities at end of year2017-12-31$5,126,119
Asset value of US Government securities at beginning of year2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Income. Dividends from common stock2017-12-31$843,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,956,680
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$7,282,045
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$15,103,759
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$12,885,716
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
Aggregate proceeds on sale of assets2017-12-31$896,913
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FUHRMAN, SMOLSKY & FUREY, PC
Accountancy firm EIN2017-12-31470742379
2016 : VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$248,522
Total unrealized appreciation/depreciation of assets2016-12-31$248,522
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,812,985
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,680,352
Total loss/gain on sale of assets2016-12-31$887,277
Total of all expenses incurred2016-12-31$2,415,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,151,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$13,787,736
Value of total assets at end of year2016-12-31$49,130,599
Value of total assets at beginning of year2016-12-31$27,052,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$263,448
Total interest from all sources2016-12-31$347,036
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$514,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$63,260
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$5,904
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,033,719
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,246,900
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$804,784
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$82,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,812,985
Other income not declared elsewhere2016-12-31$-105,184
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$13,264,944
Value of net assets at end of year (total assets less liabilities)2016-12-31$40,317,614
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,052,670
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
Assets. partnership/joint venture interests at end of year2016-12-31$757
Investment advisory and management fees2016-12-31$200,188
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,285,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,683,320
Interest earned on other investments2016-12-31$347,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$24,114,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$819,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$819,831
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$1,173,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$13,787,736
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$271,006
Income. Dividends from common stock2016-12-31$514,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,151,960
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$5,000,867
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$12,885,716
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$10,774,752
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
Aggregate proceeds on sale of assets2016-12-31$887,277
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FUHRMAN, SMOLSKY & FUREY, PC
Accountancy firm EIN2016-12-31470742379
2015 : VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$269,160
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,012,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,757,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$757,888
Value of total assets at end of year2015-12-31$27,052,670
Value of total assets at beginning of year2015-12-31$28,795,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$254,628
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$57,364
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,246,900
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,310,145
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$82,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$94,184
Other income not declared elsewhere2015-12-31$-488,728
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$-1,743,182
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,052,670
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$28,795,852
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$197,264
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,683,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,238,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$819,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,145,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,145,900
Asset value of US Government securities at end of year2015-12-31$1,173,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$757,888
Employer contributions (assets) at end of year2015-12-31$271,006
Employer contributions (assets) at beginning of year2015-12-31$86,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,757,714
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$5,000,867
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$7,133,676
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$10,774,752
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$12,787,076
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FUHRMAN, SMOLSKY & FUREY, PC
Accountancy firm EIN2015-12-31470742379
2014 : VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,991,721
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,939,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,664,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$626,373
Value of total assets at end of year2014-12-31$28,795,852
Value of total assets at beginning of year2014-12-31$28,743,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$274,831
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$78,447
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$6,650
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,310,145
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,469,883
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$94,184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$111,452
Other income not declared elsewhere2014-12-31$1,365,348
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$52,329
Value of net assets at end of year (total assets less liabilities)2014-12-31$28,795,852
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,743,523
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$196,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,238,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,222,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,145,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,291,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,291,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$626,373
Employer contributions (assets) at end of year2014-12-31$86,687
Employer contributions (assets) at beginning of year2014-12-31$213,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,664,561
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$7,133,676
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$6,757,267
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$12,787,076
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$12,671,823
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FUHRMAN, SMOLSKY & FUREY, PC
Accountancy firm EIN2014-12-31470742379
2013 : VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$54,141
Total income from all sources (including contributions)2013-12-31$3,678,283
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,750,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,483,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$213,003
Value of total assets at end of year2013-12-31$28,743,523
Value of total assets at beginning of year2013-12-31$26,869,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$266,442
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$58,991
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$6,650
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$14,028
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,469,883
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$825,491
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$111,452
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$191,672
Other income not declared elsewhere2013-12-31$3,465,280
Liabilities. Value of operating payables at beginning of year2013-12-31$50,133
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$1,928,081
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,743,523
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,815,442
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$207,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,222,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,134,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,291,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$997,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$997,382
Asset value of US Government securities at beginning of year2013-12-31$212,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$213,003
Employer contributions (assets) at end of year2013-12-31$213,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,483,760
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$6,757,267
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$8,297,996
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$12,671,823
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$12,196,118
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,008
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FUHRMAN, SMOLSKY & FUREY, P.C.
Accountancy firm EIN2013-12-31470742379
2012 : VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$54,141
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$45,027
Total income from all sources (including contributions)2012-12-31$2,519,767
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,593,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,273,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$26,869,583
Value of total assets at beginning of year2012-12-31$25,933,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$319,318
Total interest from all sources2012-12-31$0
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$71,648
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$14,028
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$825,491
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$191,672
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$133,029
Other income not declared elsewhere2012-12-31$2,519,767
Administrative expenses (other) incurred2012-12-31$49,821
Liabilities. Value of operating payables at end of year2012-12-31$50,133
Liabilities. Value of operating payables at beginning of year2012-12-31$45,027
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$926,676
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,815,442
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,888,766
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$197,849
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,134,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,998,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$997,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,004,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,004,226
Asset value of US Government securities at end of year2012-12-31$212,874
Asset value of US Government securities at beginning of year2012-12-31$900,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at beginning of year2012-12-31$1,428,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,273,773
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$8,297,996
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$7,822,927
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$12,196,118
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$9,646,085
Liabilities. Value of benefit claims payable at end of year2012-12-31$4,008
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FUHRMAN, SMOLSKY & FUREY, P.C.
Accountancy firm EIN2012-12-31470742379
2011 : VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$45,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,485
Total income from all sources (including contributions)2011-12-31$2,762,476
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,302,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,009,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,534,533
Value of total assets at end of year2011-12-31$25,933,793
Value of total assets at beginning of year2011-12-31$24,443,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$292,693
Total interest from all sources2011-12-31$272,970
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$74,640
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$133,029
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$132,012
Other income not declared elsewhere2011-12-31$-45,027
Administrative expenses (other) incurred2011-12-31$38,893
Liabilities. Value of operating payables at end of year2011-12-31$45,027
Liabilities. Value of operating payables at beginning of year2011-12-31$14,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,459,988
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,888,766
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,428,778
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
Assets. partnership/joint venture interests at beginning of year2011-12-31$468,075
Investment advisory and management fees2011-12-31$179,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,998,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,661,997
Interest earned on other investments2011-12-31$272,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,004,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,338,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,338,477
Asset value of US Government securities at end of year2011-12-31$900,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,534,533
Employer contributions (assets) at end of year2011-12-31$1,428,026
Employer contributions (assets) at beginning of year2011-12-31$605,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,009,795
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$7,822,927
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$6,023,167
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$9,646,085
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$7,214,272
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FUHRMAN, SMOLSKY & FUREY, P.C.
Accountancy firm EIN2011-12-31470742379
2010 : VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,478,558
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,173,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$893,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,579,778
Value of total assets at end of year2010-12-31$24,443,263
Value of total assets at beginning of year2010-12-31$17,123,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$280,246
Total interest from all sources2010-12-31$0
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$278,286
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$10,409
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$132,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$85,876
Other income not declared elsewhere2010-12-31$-14,485
Administrative expenses (other) incurred2010-12-31$1,960
Liabilities. Value of operating payables at end of year2010-12-31$14,485
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$7,305,276
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,428,778
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,123,502
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
Assets. partnership/joint venture interests at end of year2010-12-31$468,075
Assets. partnership/joint venture interests at beginning of year2010-12-31$418,294
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,661,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,864,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,338,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,370,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,370,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,913,265
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,579,778
Employer contributions (assets) at end of year2010-12-31$605,263
Employer contributions (assets) at beginning of year2010-12-31$1,289,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$893,036
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$6,023,167
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$6,064,527
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$7,214,272
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$6,019,958
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FUHRMAN, SMOLSKY & FUREY, P.C.
Accountancy firm EIN2010-12-31470742379

Form 5500 Responses for VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES

2023: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle 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: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle 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: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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: VIRGIN ISLANDS TELEPHONE CORPORATION PENSION PLAN FOR HOURLY EMPLOYEES 2010 form 5500 responses
2010-01-01Type of plan entitySingle 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

AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberCQ149
Policy instance 1
Insurance contract or identification numberCQ149
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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?Yes
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberCQ149
Policy instance 1
Insurance contract or identification numberCQ149
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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?Yes
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberCQ149
Policy instance 1
Insurance contract or identification numberCQ149
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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?Yes
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberCQ149
Policy instance 1
Insurance contract or identification numberCQ149
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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?Yes
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberCQ149
Policy instance 1
Insurance contract or identification numberCQ149
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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?Yes
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberCQ149
Policy instance 1
Insurance contract or identification numberCQ149
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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?Yes
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberCQ149
Policy instance 1
Insurance contract or identification numberCQ149
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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?Yes
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberCQ149
Policy instance 1
Insurance contract or identification numberCQ149
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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?Yes
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberCQ149
Policy instance 1
Insurance contract or identification numberCQ149
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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?Yes
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberCQ149
Policy instance 1
Insurance contract or identification numberCQ149
Number of Individuals Covered281
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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?Yes
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberCQ149
Policy instance 1
Insurance contract or identification numberCQ149
Number of Individuals Covered284
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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?Yes
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberCQ149
Policy instance 1
Insurance contract or identification numberCQ149
Number of Individuals Covered276
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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?Yes
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberCQ149
Policy instance 1
Insurance contract or identification numberCQ149
Number of Individuals Covered276
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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?Yes

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