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LOCAL 344 ANNUITY FUND PLAN 401k Plan overview

Plan NameLOCAL 344 ANNUITY FUND PLAN
Plan identification number 001

LOCAL 344 ANNUITY FUND PLAN Benefits

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

401k Sponsoring company profile

PLUMBERS AND PIPEFITTERS LOCAL 344 has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS AND PIPEFITTERS LOCAL 344
Employer identification number (EIN):730467693
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 344 ANNUITY FUND PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GARY CARTWRIGHT
0012016-01-01GARY CARTWRIGHT
0012015-01-01DARREN JONES
0012014-01-01DARREN JONES
0012013-01-01DARREN JONES
0012012-01-01DARREN JONES
0012011-01-01DARREN JONES
0012009-01-01DARREN JONES

Plan Statistics for LOCAL 344 ANNUITY FUND PLAN

401k plan membership statisitcs for LOCAL 344 ANNUITY FUND PLAN

Measure Date Value
2022: LOCAL 344 ANNUITY FUND PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,356
Total number of active participants reported on line 7a of the Form 55002022-01-011,184
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-01170
Total of all active and inactive participants2022-01-011,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-011,375
Number of participants with account balances2022-01-011,357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-0161
2021: LOCAL 344 ANNUITY FUND PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,337
Total number of active participants reported on line 7a of the Form 55002021-01-011,312
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-0130
Total of all active and inactive participants2021-01-011,354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,356
Number of participants with account balances2021-01-011,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0161
2020: LOCAL 344 ANNUITY FUND PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,355
Total number of active participants reported on line 7a of the Form 55002020-01-011,297
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-011,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,337
Number of participants with account balances2020-01-011,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0161
2019: LOCAL 344 ANNUITY FUND PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,197
Total number of active participants reported on line 7a of the Form 55002019-01-011,318
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-011,347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,349
Number of participants with account balances2019-01-011,178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0161
2018: LOCAL 344 ANNUITY FUND PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,124
Total number of active participants reported on line 7a of the Form 55002018-01-011,157
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-011,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,191
Number of participants with account balances2018-01-011,031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0161
2017: LOCAL 344 ANNUITY FUND PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,162
Total number of active participants reported on line 7a of the Form 55002017-01-011,086
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-011,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,122
Number of participants with account balances2017-01-01968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0161
2016: LOCAL 344 ANNUITY FUND PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,160
Total number of active participants reported on line 7a of the Form 55002016-01-011,134
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-011,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,161
Number of participants with account balances2016-01-011,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0161
2015: LOCAL 344 ANNUITY FUND PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,068
Total number of active participants reported on line 7a of the Form 55002015-01-011,124
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-011,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,153
Number of participants with account balances2015-01-01993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0163
2014: LOCAL 344 ANNUITY FUND PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,045
Total number of active participants reported on line 7a of the Form 55002014-01-011,031
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-011,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,066
Number of participants with account balances2014-01-01911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0154
2013: LOCAL 344 ANNUITY FUND PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,354
Total number of active participants reported on line 7a of the Form 55002013-01-011,014
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-011,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,045
Number of participants with account balances2013-01-01892
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0165
2012: LOCAL 344 ANNUITY FUND PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,339
Total number of active participants reported on line 7a of the Form 55002012-01-011,334
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-011,354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,354
Number of participants with account balances2012-01-011,210
Number of employers contributing to the scheme2012-01-0165
2011: LOCAL 344 ANNUITY FUND PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,310
Total number of active participants reported on line 7a of the Form 55002011-01-011,333
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-011,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,339
Number of participants with account balances2011-01-011,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0165
2009: LOCAL 344 ANNUITY FUND PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,367
Total number of active participants reported on line 7a of the Form 55002009-01-011,263
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-011,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,293
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0158

Financial Data on LOCAL 344 ANNUITY FUND PLAN

Measure Date Value
2022 : LOCAL 344 ANNUITY FUND PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$31,536
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$17,714
Total income from all sources (including contributions)2022-12-31$-3,997,123
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,376,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,035,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,137,097
Value of total assets at end of year2022-12-31$49,108,828
Value of total assets at beginning of year2022-12-31$56,469,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$341,388
Total interest from all sources2022-12-31$1,217
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$549,015
Participant contributions at end of year2022-12-31$45,275
Participant contributions at beginning of year2022-12-31$44,511
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$25,210
Other income not declared elsewhere2022-12-31$1,329
Administrative expenses (other) incurred2022-12-31$34,968
Liabilities. Value of operating payables at end of year2022-12-31$31,536
Liabilities. Value of operating payables at beginning of year2022-12-31$17,714
Total non interest bearing cash at end of year2022-12-31$11,479
Total non interest bearing cash at beginning of year2022-12-31$824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,374,054
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,077,292
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$56,451,346
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$75,882
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$48,566,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$55,908,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$273,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$273,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$273,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,136,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,562,872
Employer contributions (assets) at end of year2022-12-31$212,839
Employer contributions (assets) at beginning of year2022-12-31$241,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,035,543
Contract administrator fees2022-12-31$230,538
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BRYAN, LITTLE, HALEY & KENT, P.C.
Accountancy firm EIN2022-12-31730941849
2021 : LOCAL 344 ANNUITY FUND PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$17,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$17,233
Total income from all sources (including contributions)2021-12-31$10,591,348
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,079,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,713,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,939,021
Value of total assets at end of year2021-12-31$56,469,060
Value of total assets at beginning of year2021-12-31$49,956,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$365,512
Total interest from all sources2021-12-31$608
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$526,375
Participant contributions at end of year2021-12-31$44,511
Participant contributions at beginning of year2021-12-31$39,637
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,720
Administrative expenses (other) incurred2021-12-31$39,548
Liabilities. Value of operating payables at end of year2021-12-31$17,714
Liabilities. Value of operating payables at beginning of year2021-12-31$17,233
Total non interest bearing cash at end of year2021-12-31$824
Total non interest bearing cash at beginning of year2021-12-31$1,826
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$6,512,218
Value of net assets at end of year (total assets less liabilities)2021-12-31$56,451,346
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$49,939,128
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$77,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$55,908,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$49,493,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$273,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$229,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$229,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,651,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,410,926
Employer contributions (assets) at end of year2021-12-31$241,843
Employer contributions (assets) at beginning of year2021-12-31$191,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,713,618
Contract administrator fees2021-12-31$248,327
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BRYAN, LITTLE, HALEY & KENT, P.C.
Accountancy firm EIN2021-12-31730941849
2020 : LOCAL 344 ANNUITY FUND PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17,233
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$32,686
Total income from all sources (including contributions)2020-12-31$8,345,330
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,806,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,487,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,961,585
Value of total assets at end of year2020-12-31$49,956,361
Value of total assets at beginning of year2020-12-31$45,433,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$319,845
Total interest from all sources2020-12-31$2,026
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$492,557
Participant contributions at end of year2020-12-31$39,637
Participant contributions at beginning of year2020-12-31$38,872
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,961
Administrative expenses (other) incurred2020-12-31$16,905
Liabilities. Value of operating payables at end of year2020-12-31$17,233
Liabilities. Value of operating payables at beginning of year2020-12-31$32,686
Total non interest bearing cash at end of year2020-12-31$1,826
Total non interest bearing cash at beginning of year2020-12-31$1,947
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$4,538,427
Value of net assets at end of year (total assets less liabilities)2020-12-31$49,939,128
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$45,400,701
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$77,087
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$49,493,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$44,858,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$229,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$317,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$317,971
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,381,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,467,067
Employer contributions (assets) at end of year2020-12-31$191,895
Employer contributions (assets) at beginning of year2020-12-31$215,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,487,058
Contract administrator fees2020-12-31$225,853
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LITTLE, HALEY & KENT, P.C.
Accountancy firm EIN2020-12-31730941849
2019 : LOCAL 344 ANNUITY FUND PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$32,686
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$32,686
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,921
Total income from all sources (including contributions)2019-12-31$10,695,003
Total income from all sources (including contributions)2019-12-31$10,695,003
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,617,349
Total of all expenses incurred2019-12-31$2,617,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,329,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,329,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,117,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,117,864
Value of total assets at end of year2019-12-31$45,433,387
Value of total assets at end of year2019-12-31$45,433,387
Value of total assets at beginning of year2019-12-31$37,339,968
Value of total assets at beginning of year2019-12-31$37,339,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$288,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$288,306
Total interest from all sources2019-12-31$4,127
Total interest from all sources2019-12-31$4,127
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$440,364
Contributions received from participants2019-12-31$440,364
Participant contributions at end of year2019-12-31$38,872
Participant contributions at end of year2019-12-31$38,872
Participant contributions at beginning of year2019-12-31$30,276
Participant contributions at beginning of year2019-12-31$30,276
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$28,239
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$28,239
Administrative expenses (other) incurred2019-12-31$31,812
Administrative expenses (other) incurred2019-12-31$31,812
Liabilities. Value of operating payables at end of year2019-12-31$32,686
Liabilities. Value of operating payables at end of year2019-12-31$32,686
Liabilities. Value of operating payables at beginning of year2019-12-31$16,921
Liabilities. Value of operating payables at beginning of year2019-12-31$16,921
Total non interest bearing cash at end of year2019-12-31$1,947
Total non interest bearing cash at end of year2019-12-31$1,947
Total non interest bearing cash at beginning of year2019-12-31$4,331
Total non interest bearing cash at beginning of year2019-12-31$4,331
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$8,077,654
Value of net income/loss2019-12-31$8,077,654
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,400,701
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,400,701
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,323,047
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,323,047
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$44,391
Investment advisory and management fees2019-12-31$44,391
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$44,858,861
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$44,858,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$36,877,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$36,877,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$317,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$317,971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$245,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$245,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$245,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$245,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,127
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,573,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,573,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,649,261
Contributions received in cash from employer2019-12-31$2,649,261
Employer contributions (assets) at end of year2019-12-31$215,736
Employer contributions (assets) at end of year2019-12-31$215,736
Employer contributions (assets) at beginning of year2019-12-31$182,911
Employer contributions (assets) at beginning of year2019-12-31$182,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,329,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,329,043
Contract administrator fees2019-12-31$212,103
Contract administrator fees2019-12-31$212,103
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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 name2019-12-31LITTLE, HALEY & KENT, P.C.
Accountancy firm name2019-12-31LITTLE, HALEY & KENT, P.C.
Accountancy firm EIN2019-12-31730941849
Accountancy firm EIN2019-12-31730941849
2018 : LOCAL 344 ANNUITY FUND PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,461
Total income from all sources (including contributions)2018-12-31$1,490,050
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,276,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,049,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,654,700
Value of total assets at end of year2018-12-31$37,339,968
Value of total assets at beginning of year2018-12-31$39,126,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$227,734
Total interest from all sources2018-12-31$2,938
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$371,106
Participant contributions at end of year2018-12-31$30,276
Participant contributions at beginning of year2018-12-31$29,002
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,828
Administrative expenses (other) incurred2018-12-31$45,215
Liabilities. Value of operating payables at end of year2018-12-31$16,921
Liabilities. Value of operating payables at beginning of year2018-12-31$16,461
Total non interest bearing cash at end of year2018-12-31$4,331
Total non interest bearing cash at beginning of year2018-12-31$3,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,786,717
Value of net assets at end of year (total assets less liabilities)2018-12-31$37,323,047
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$39,109,764
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$44,017
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$36,877,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$38,692,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$245,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$217,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$217,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,167,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,270,766
Employer contributions (assets) at end of year2018-12-31$182,911
Employer contributions (assets) at beginning of year2018-12-31$183,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,049,033
Contract administrator fees2018-12-31$138,502
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BRYAN, LITTLE, HALEY & KENT, P.C.
Accountancy firm EIN2018-12-31730941849
2017 : LOCAL 344 ANNUITY FUND PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,461
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,574
Total income from all sources (including contributions)2017-12-31$7,569,437
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,090,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,975,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,432,260
Value of total assets at end of year2017-12-31$39,126,225
Value of total assets at beginning of year2017-12-31$35,654,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$114,535
Total interest from all sources2017-12-31$1,639
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$283,636
Participant contributions at end of year2017-12-31$29,002
Participant contributions at beginning of year2017-12-31$20,824
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$50,579
Administrative expenses (other) incurred2017-12-31$52,811
Liabilities. Value of operating payables at end of year2017-12-31$16,461
Liabilities. Value of operating payables at beginning of year2017-12-31$23,574
Total non interest bearing cash at end of year2017-12-31$3,451
Total non interest bearing cash at beginning of year2017-12-31$1,464
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$3,478,970
Value of net assets at end of year (total assets less liabilities)2017-12-31$39,109,764
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$35,630,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$14,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$38,692,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$35,277,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$217,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$196,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$196,730
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,135,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,098,045
Employer contributions (assets) at end of year2017-12-31$183,538
Employer contributions (assets) at beginning of year2017-12-31$158,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,975,932
Contract administrator fees2017-12-31$47,496
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BRYAN, LITTLE, HALEY & KENT, P.C.
Accountancy firm EIN2017-12-31730941849
2016 : LOCAL 344 ANNUITY FUND PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$23,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,924
Total income from all sources (including contributions)2016-12-31$4,365,537
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,671,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,599,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,539,025
Value of total assets at end of year2016-12-31$35,654,368
Value of total assets at beginning of year2016-12-31$33,957,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$71,634
Total interest from all sources2016-12-31$1,319
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$273,964
Participant contributions at end of year2016-12-31$20,824
Participant contributions at beginning of year2016-12-31$25,086
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$164,883
Administrative expenses (other) incurred2016-12-31$24,292
Liabilities. Value of operating payables at end of year2016-12-31$23,574
Liabilities. Value of operating payables at beginning of year2016-12-31$20,924
Total non interest bearing cash at end of year2016-12-31$1,464
Total non interest bearing cash at beginning of year2016-12-31$1,359
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$1,694,040
Value of net assets at end of year (total assets less liabilities)2016-12-31$35,630,794
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,936,754
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$35,277,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,561,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$196,730
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$192,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$192,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,825,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,100,178
Employer contributions (assets) at end of year2016-12-31$158,323
Employer contributions (assets) at beginning of year2016-12-31$177,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,599,863
Contract administrator fees2016-12-31$47,342
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BRYAN, LITTLE, HALEY & KENT, P.C.
Accountancy firm EIN2016-12-31730941849
2015 : LOCAL 344 ANNUITY FUND PLAN 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$20,924
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$2,105,808
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,537,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,414,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,384,470
Value of total assets at end of year2015-12-31$33,957,678
Value of total assets at beginning of year2015-12-31$35,368,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$123,181
Total interest from all sources2015-12-31$1,071
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$311,727
Participant contributions at end of year2015-12-31$25,086
Participant contributions at beginning of year2015-12-31$25,044
Administrative expenses (other) incurred2015-12-31$34,294
Liabilities. Value of operating payables at end of year2015-12-31$20,924
Total non interest bearing cash at end of year2015-12-31$1,359
Total non interest bearing cash at beginning of year2015-12-31$1,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,431,834
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,936,754
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,368,588
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$33,561,300
Value of interest in pooled separate accounts at beginning of year2015-12-31$35,004,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$192,289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$184,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$184,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-279,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,072,743
Employer contributions (assets) at end of year2015-12-31$177,644
Employer contributions (assets) at beginning of year2015-12-31$153,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,414,461
Contract administrator fees2015-12-31$88,887
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 name2015-12-31BRYAN, LITTLE, HALEY & KENT, P.C.
Accountancy firm EIN2015-12-31730941849
2014 : LOCAL 344 ANNUITY FUND PLAN 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$25,185
Total income from all sources (including contributions)2014-12-31$3,628,260
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,027,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,931,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,067,523
Value of total assets at end of year2014-12-31$35,368,588
Value of total assets at beginning of year2014-12-31$36,792,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$95,575
Total interest from all sources2014-12-31$271
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$292,180
Participant contributions at end of year2014-12-31$25,044
Participant contributions at beginning of year2014-12-31$22,569
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$18,029
Administrative expenses (other) incurred2014-12-31$15,636
Liabilities. Value of operating payables at beginning of year2014-12-31$25,185
Total non interest bearing cash at end of year2014-12-31$1,168
Total non interest bearing cash at beginning of year2014-12-31$1,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,399,156
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,368,588
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,767,744
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
Value of interest in pooled separate accounts at end of year2014-12-31$35,004,864
Value of interest in pooled separate accounts at beginning of year2014-12-31$36,481,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$184,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$164,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$164,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$1,560,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,757,314
Employer contributions (assets) at end of year2014-12-31$153,143
Employer contributions (assets) at beginning of year2014-12-31$123,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,931,841
Contract administrator fees2014-12-31$79,939
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 name2014-12-31BRYAN, LITTLE, HALEY & KENT, P.C.
Accountancy firm EIN2014-12-31730941849
2013 : LOCAL 344 ANNUITY FUND PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$25,185
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18,226
Total income from all sources (including contributions)2013-12-31$7,064,188
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,176,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,030,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,093,890
Value of total assets at end of year2013-12-31$36,792,929
Value of total assets at beginning of year2013-12-31$34,898,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$145,986
Total interest from all sources2013-12-31$419
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$316,576
Participant contributions at end of year2013-12-31$22,569
Participant contributions at beginning of year2013-12-31$31,931
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,828
Liabilities. Value of operating payables at end of year2013-12-31$25,185
Liabilities. Value of operating payables at beginning of year2013-12-31$18,226
Total non interest bearing cash at end of year2013-12-31$1,358
Total non interest bearing cash at beginning of year2013-12-31$83
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$1,887,371
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,767,744
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$34,880,373
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
Value of interest in pooled separate accounts at end of year2013-12-31$36,481,047
Value of interest in pooled separate accounts at beginning of year2013-12-31$34,438,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$164,820
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$231,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$231,367
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$4,969,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,769,486
Employer contributions (assets) at end of year2013-12-31$123,135
Employer contributions (assets) at beginning of year2013-12-31$196,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,030,831
Contract administrator fees2013-12-31$145,986
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 name2013-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2013-12-31731413977
2012 : LOCAL 344 ANNUITY FUND PLAN 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$18,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,895
Total income from all sources (including contributions)2012-12-31$6,356,929
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,855,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,756,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,719,326
Value of total assets at end of year2012-12-31$34,898,599
Value of total assets at beginning of year2012-12-31$31,389,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$99,054
Total interest from all sources2012-12-31$576
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$367,263
Participant contributions at end of year2012-12-31$31,931
Participant contributions at beginning of year2012-12-31$30,010
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$99,355
Liabilities. Value of operating payables at end of year2012-12-31$18,226
Liabilities. Value of operating payables at beginning of year2012-12-31$10,895
Total non interest bearing cash at end of year2012-12-31$83
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$3,501,767
Value of net assets at end of year (total assets less liabilities)2012-12-31$34,880,373
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,378,606
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
Value of interest in pooled separate accounts at end of year2012-12-31$34,438,737
Value of interest in pooled separate accounts at beginning of year2012-12-31$30,976,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$231,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$203,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$203,492
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$3,637,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,252,708
Employer contributions (assets) at end of year2012-12-31$196,481
Employer contributions (assets) at beginning of year2012-12-31$179,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,756,108
Contract administrator fees2012-12-31$99,054
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 name2012-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2012-12-31731413977
2011 : LOCAL 344 ANNUITY FUND PLAN 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$10,895
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,612
Total income from all sources (including contributions)2011-12-31$2,752,445
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,523,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,426,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,676,682
Value of total assets at end of year2011-12-31$31,389,501
Value of total assets at beginning of year2011-12-31$31,163,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$96,521
Total interest from all sources2011-12-31$2,327
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$369,073
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$30,010
Participant contributions at beginning of year2011-12-31$32,903
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,078
Liabilities. Value of operating payables at end of year2011-12-31$10,895
Liabilities. Value of operating payables at beginning of year2011-12-31$14,612
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$229,222
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,378,606
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$31,149,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$96,521
Value of interest in pooled separate accounts at end of year2011-12-31$30,976,370
Value of interest in pooled separate accounts at beginning of year2011-12-31$30,687,615
Interest earned on other investments2011-12-31$2,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$203,492
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$227,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$227,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$73,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,305,531
Employer contributions (assets) at end of year2011-12-31$179,629
Employer contributions (assets) at beginning of year2011-12-31$216,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,426,702
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 name2011-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2011-12-31731413977
2010 : LOCAL 344 ANNUITY FUND PLAN 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$14,612
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$5,880,332
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,023,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,878,012
Expenses. Certain deemed distributions of participant loans2010-12-31$1,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,487,106
Value of total assets at end of year2010-12-31$31,163,996
Value of total assets at beginning of year2010-12-31$28,292,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$143,252
Total interest from all sources2010-12-31$1,179
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$310,833
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$10,180
Participant contributions at end of year2010-12-31$32,903
Participant contributions at beginning of year2010-12-31$26,612
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,182
Liabilities. Value of operating payables at end of year2010-12-31$14,612
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,857,090
Value of net assets at end of year (total assets less liabilities)2010-12-31$31,149,384
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,292,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$143,252
Value of interest in pooled separate accounts at end of year2010-12-31$30,687,615
Value of interest in pooled separate accounts at beginning of year2010-12-31$27,889,902
Interest on participant loans2010-12-31$323
Interest earned on other investments2010-12-31$856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$227,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$187,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$187,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$3,392,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,175,091
Employer contributions (assets) at end of year2010-12-31$216,283
Employer contributions (assets) at beginning of year2010-12-31$177,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,878,012
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 name2010-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2010-12-31731413977

Form 5500 Responses for LOCAL 344 ANNUITY FUND PLAN

2022: LOCAL 344 ANNUITY FUND PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOCAL 344 ANNUITY FUND PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOCAL 344 ANNUITY FUND PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOCAL 344 ANNUITY FUND PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOCAL 344 ANNUITY FUND PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOCAL 344 ANNUITY FUND PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOCAL 344 ANNUITY FUND PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOCAL 344 ANNUITY FUND PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOCAL 344 ANNUITY FUND PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOCAL 344 ANNUITY FUND PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOCAL 344 ANNUITY FUND PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-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: LOCAL 344 ANNUITY FUND PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LOCAL 344 ANNUITY FUND PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781610-01
Policy instance 1
Insurance contract or identification number781610-01
Number of Individuals Covered682
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM83201-1
Policy instance 1
Insurance contract or identification numberRM83201-1
Number of Individuals Covered1285
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM83201-1
Policy instance 1
Insurance contract or identification numberRM83201-1
Number of Individuals Covered1167
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM83201-1
Policy instance 1
Insurance contract or identification numberRM83201-1
Number of Individuals Covered1178
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM83201-1
Policy instance 1
Insurance contract or identification numberRM83201-1
Number of Individuals Covered1031
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM83201-1
Policy instance 1
Insurance contract or identification numberRM83201-1
Number of Individuals Covered968
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,115
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,115
Insurance broker organization code?4
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM83201-1
Policy instance 1
Insurance contract or identification numberRM83201-1
Number of Individuals Covered1124
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $34,579
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,579
Insurance broker organization code?4
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM83201-1
Policy instance 1
Insurance contract or identification numberRM83201-1
Number of Individuals Covered911
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $35,200
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,200
Insurance broker organization code?4
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM83201-1
Policy instance 1
Insurance contract or identification numberRM83201-1
Number of Individuals Covered892
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $32,810
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,810
Insurance broker organization code?4
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM83201-1
Policy instance 1
Insurance contract or identification numberRM83201-1
Number of Individuals Covered1210
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $35,820
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,820
Insurance broker organization code?4
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM83201-1
Policy instance 1
Insurance contract or identification numberRM83201-1
Number of Individuals Covered1198
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $31,437
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM83201-1
Policy instance 1
Insurance contract or identification numberRM83201-1
Number of Individuals Covered1164
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $36,184
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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