VALLEY TELEPHONE COOPERATIVE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY
| Measure | Date | Value |
|---|
| 2023 : VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $2,234,100 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $147,905 |
| Total plan assets at end of year | 2023-12-31 | $17,731,581 |
| Total plan assets at beginning of year | 2023-12-31 | $15,645,386 |
| Value of fidelity bond covering the plan | 2023-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $89,369 |
| Other income received | 2023-12-31 | $2,144,731 |
| Net income (gross income less expenses) | 2023-12-31 | $2,086,195 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $17,731,581 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $15,645,386 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $147,905 |
| 2022 : VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-963,578 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $143,300 |
| Total plan assets at end of year | 2022-12-31 | $15,645,386 |
| Total plan assets at beginning of year | 2022-12-31 | $16,752,264 |
| Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $84,051 |
| Other income received | 2022-12-31 | $-1,047,629 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,106,878 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $15,645,386 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,752,264 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $143,300 |
| 2021 : VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $2,031,683 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $139,919 |
| Total plan assets at end of year | 2021-12-31 | $16,752,264 |
| Total plan assets at beginning of year | 2021-12-31 | $14,860,500 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $87,405 |
| Other income received | 2021-12-31 | $1,944,278 |
| Net income (gross income less expenses) | 2021-12-31 | $1,891,764 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $16,752,264 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,860,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $139,919 |
| 2020 : VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $-17,815 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $124,135 |
| Total plan assets at end of year | 2020-12-31 | $14,860,500 |
| Total plan assets at beginning of year | 2020-12-31 | $15,002,450 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $53,939 |
| Other income received | 2020-12-31 | $-71,754 |
| Net income (gross income less expenses) | 2020-12-31 | $-141,950 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $14,860,500 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $15,002,450 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $124,135 |
| 2019 : VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $2,741,927 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $120,363 |
| Total plan assets at end of year | 2019-12-31 | $15,002,450 |
| Total plan assets at beginning of year | 2019-12-31 | $12,380,886 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $101,850 |
| Other income received | 2019-12-31 | $2,640,077 |
| Net income (gross income less expenses) | 2019-12-31 | $2,621,564 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $15,002,450 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,380,886 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $120,363 |
| 2018 : VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $434,720 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,375,879 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $12,380,886 |
| Total plan assets at beginning of year | 2018-12-31 | $13,322,045 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $1,298,596 |
| Net income (gross income less expenses) | 2018-12-31 | $-941,159 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $12,380,886 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $13,322,045 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $434,720 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $77,283 |
| 2017 : VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $2,259,475 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $110,496 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $390,155 |
| Total plan assets at end of year | 2017-12-31 | $13,322,045 |
| Total plan assets at beginning of year | 2017-12-31 | $11,173,066 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $110,496 |
| Other income received | 2017-12-31 | $1,430,190 |
| Net income (gross income less expenses) | 2017-12-31 | $2,148,979 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $13,322,045 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,173,066 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $829,285 |
| 2016 : VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $869,826 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $8,589 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $291,892 |
| Total plan assets at end of year | 2016-12-31 | $11,173,066 |
| Total plan assets at beginning of year | 2016-12-31 | $10,311,829 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $8,589 |
| Other income received | 2016-12-31 | $869,826 |
| Net income (gross income less expenses) | 2016-12-31 | $861,237 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $11,173,066 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,311,829 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| 2023: VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| ELITE UNDERWRITING (National Association of Insurance Commissioners NAIC id number: 18694 ) |
| Policy contract number | GMICMSL1113 |
| Policy instance | 4 |
| Insurance contract or identification number | GMICMSL1113 | | Number of Individuals Covered | 230 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $68,623 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $457,485 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCCLOT40583 |
| Policy instance | 3 |
| Insurance contract or identification number | HCCLOT40583 | | Number of Individuals Covered | 230 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $5,078 | | Total amount of fees paid to insurance company | USD $1,827 | | Other welfare benefits provided | TRANSPLANT | | Welfare Benefit Premiums Paid to Carrier | USD $50,776 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 ) |
| Policy contract number | BXMA |
| Policy instance | 2 |
| Insurance contract or identification number | BXMA | | Number of Individuals Covered | 59 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $5,664 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $151,058 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | AGP-003139 |
| Policy instance | 1 |
| Insurance contract or identification number | AGP-003139 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $36,715 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $244,770 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | AGP-003139 |
| Policy instance | 1 |
| Insurance contract or identification number | AGP-003139 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $26,578 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $177,185 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 ) |
| Policy contract number | BXMA |
| Policy instance | 2 |
| Insurance contract or identification number | BXMA | | Number of Individuals Covered | 52 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $5,000 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $130,431 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCCLOT40583 |
| Policy instance | 3 |
| Insurance contract or identification number | HCCLOT40583 | | Number of Individuals Covered | 260 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $5,249 | | Total amount of fees paid to insurance company | USD $1,889 | | Other welfare benefits provided | TRANSPLANT | | Welfare Benefit Premiums Paid to Carrier | USD $52,499 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | NIS164601 |
| Policy instance | 4 |
| Insurance contract or identification number | NIS164601 | | Number of Individuals Covered | 260 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $78,204 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $521,363 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | NIS164601 |
| Policy instance | 4 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCCLOT40583 |
| Policy instance | 3 |
| EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 ) |
| Policy contract number | BXMA |
| Policy instance | 2 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | AGP-003139 |
| Policy instance | 1 |
| US FIRE (National Association of Insurance Commissioners NAIC id number: 21113 ) |
| Policy contract number | NR309976 |
| Policy instance | 4 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCCLOT40583 |
| Policy instance | 3 |
| EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 ) |
| Policy contract number | BXMA |
| Policy instance | 2 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | AGP-003733 |
| Policy instance | 1 |
| WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 ) |
| Policy contract number | ESL00075001 |
| Policy instance | 4 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCCLOT40583 |
| Policy instance | 3 |
| EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 ) |
| Policy contract number | BXMA |
| Policy instance | 2 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | AGP-003139 |
| Policy instance | 1 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | AGP-003139 |
| Policy instance | 1 |
| EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 ) |
| Policy contract number | BXMA |
| Policy instance | 2 |
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 947-6218 |
| Policy instance | 3 |
| WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 ) |
| Policy contract number | ESL00075000 |
| Policy instance | 4 |
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 947-4629 |
| Policy instance | 3 |
| EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 ) |
| Policy contract number | BXMA |
| Policy instance | 2 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | AGP003139 |
| Policy instance | 1 |
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 280-8153 |
| Policy instance | 1 |
