UTILITY TRI-STATE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UTILITY TRI-STATE, INC. LTD PLAN
401k plan membership statisitcs for UTILITY TRI-STATE, INC. LTD PLAN
| Measure | Date | Value |
|---|
| 2021: UTILITY TRI-STATE, INC. LTD PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-12-01 | 161 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-12-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-12-01 | 0 |
| Total of all active and inactive participants | 2021-12-01 | 0 |
| Number of employers contributing to the scheme | 2021-12-01 | 0 |
| 2020: UTILITY TRI-STATE, INC. LTD PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-12-01 | 165 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 161 |
| Number of retired or separated participants receiving benefits | 2020-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-12-01 | 0 |
| Total of all active and inactive participants | 2020-12-01 | 161 |
| Number of employers contributing to the scheme | 2020-12-01 | 0 |
| 2019: UTILITY TRI-STATE, INC. LTD PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-12-01 | 149 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 165 |
| Number of retired or separated participants receiving benefits | 2019-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-12-01 | 0 |
| Total of all active and inactive participants | 2019-12-01 | 165 |
| Number of employers contributing to the scheme | 2019-12-01 | 0 |
| 2018: UTILITY TRI-STATE, INC. LTD PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-12-01 | 144 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-12-01 | 149 |
| Number of retired or separated participants receiving benefits | 2018-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-12-01 | 0 |
| Total of all active and inactive participants | 2018-12-01 | 149 |
| Number of employers contributing to the scheme | 2018-12-01 | 0 |
| 2017: UTILITY TRI-STATE, INC. LTD PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-12-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-12-01 | 144 |
| Number of retired or separated participants receiving benefits | 2017-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-12-01 | 0 |
| Total of all active and inactive participants | 2017-12-01 | 144 |
| Number of employers contributing to the scheme | 2017-12-01 | 0 |
| 2021: UTILITY TRI-STATE, INC. LTD PLAN 2021 form 5500 responses |
|---|
| 2021-12-01 | Type of plan entity | Single employer plan |
| 2021-12-01 | This submission is the final filing | Yes |
| 2021-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-12-01 | Plan funding arrangement – Insurance | Yes |
| 2021-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: UTILITY TRI-STATE, INC. LTD PLAN 2020 form 5500 responses |
|---|
| 2020-12-01 | Type of plan entity | Single employer plan |
| 2020-12-01 | Plan funding arrangement – Insurance | Yes |
| 2020-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: UTILITY TRI-STATE, INC. LTD PLAN 2019 form 5500 responses |
|---|
| 2019-12-01 | Type of plan entity | Single employer plan |
| 2019-12-01 | Plan funding arrangement – Insurance | Yes |
| 2019-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: UTILITY TRI-STATE, INC. LTD PLAN 2018 form 5500 responses |
|---|
| 2018-12-01 | Type of plan entity | Single employer plan |
| 2018-12-01 | Plan funding arrangement – Insurance | Yes |
| 2018-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: UTILITY TRI-STATE, INC. LTD PLAN 2017 form 5500 responses |
|---|
| 2017-12-01 | Type of plan entity | Single employer plan |
| 2017-12-01 | First time form 5500 has been submitted | Yes |
| 2017-12-01 | Plan funding arrangement – Insurance | Yes |
| 2017-12-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GLTD0AYG5 |
| Policy instance | 1 |
| Insurance contract or identification number | GLTD0AYG5 | | Number of Individuals Covered | 162 | | Insurance policy start date | 2021-12-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $276 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,838 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $276 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GLTD0AYG5 |
| Policy instance | 1 |
| Insurance contract or identification number | GLTD0AYG5 | | Number of Individuals Covered | 159 | | Insurance policy start date | 2020-12-01 | | Insurance policy end date | 2021-11-30 | | Total amount of commissions paid to insurance broker | USD $3,218 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $21,450 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GLTD0AYG5 |
| Policy instance | 1 |
| Insurance contract or identification number | GLTD0AYG5 | | Number of Individuals Covered | 161 | | Insurance policy start date | 2019-12-01 | | Insurance policy end date | 2020-11-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GLTD0AYG5 |
| Policy instance | 1 |
| Insurance contract or identification number | GLTD0AYG5 | | Number of Individuals Covered | 165 | | Insurance policy start date | 2018-12-01 | | Insurance policy end date | 2019-11-30 | | Total amount of commissions paid to insurance broker | USD $3,159 | | Total amount of fees paid to insurance company | USD $917 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $21,057 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GLTD0AYG5 |
| Policy instance | 1 |
| Insurance contract or identification number | GLTD0AYG5 | | Number of Individuals Covered | 144 | | Insurance policy start date | 2017-12-01 | | Insurance policy end date | 2018-11-30 | | Total amount of commissions paid to insurance broker | USD $2,884 | | Total amount of fees paid to insurance company | USD $37 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $19,230 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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