UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN 401k Plan overview

UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	UNITED SERVICE WORKERS
Employer identification number (EIN):	111772919
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	ANDREW POLLACK	2013-09-27
001	2011-01-01	ANDREW POLLACK	2012-07-30
001	2010-01-01	ANDREW POLLACK	2011-07-27

Plan Statistics for UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN

Measure	Date	Value
2022: UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	54,375,499
Acturial value of plan assets	2022-12-31	54,375,499
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	32,012,342
Number of terminated vested participants	2022-12-31	4
Fundng target for terminated vested participants	2022-12-31	4,039,321
Active participant vested funding target	2022-12-31	14,313,631
Number of active participants	2022-12-31	10
Total funding liabilities for active participants	2022-12-31	14,662,949
Total participant count	2022-12-31	37
Total funding target for all participants	2022-12-31	50,714,612
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	3,819,117
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	3,819,117
Present value of excess contributions	2022-12-31	3,947,071
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	4,169,291
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	4,169,291
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	4,307,280
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	3,660,887
Total employer contributions	2022-12-31	4,050,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	3,952,654
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	380,218
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	380,218
Additional cash requirement	2022-12-31	380,218
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	3,952,654
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	52,678,452
Acturial value of plan assets	2021-12-31	52,678,452
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	29,175,935
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	3,701,495
Active participant vested funding target	2021-12-31	15,141,668
Number of active participants	2021-12-31	11
Total funding liabilities for active participants	2021-12-31	15,459,893
Total participant count	2021-12-31	38
Total funding target for all participants	2021-12-31	48,337,323
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	893,444
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	893,444
Present value of excess contributions	2021-12-31	2,752,696
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	2,902,443
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	2,902,443
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	3,819,117
Total employer contributions	2021-12-31	4,050,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	3,947,071
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	322,408
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	3,947,071
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	50,138,471
Acturial value of plan assets	2020-12-31	50,138,471
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	31,128,248
Number of terminated vested participants	2020-12-31	5
Fundng target for terminated vested participants	2020-12-31	3,981,972
Active participant vested funding target	2020-12-31	13,745,482
Number of active participants	2020-12-31	11
Total funding liabilities for active participants	2020-12-31	14,134,807
Total participant count	2020-12-31	39
Total funding target for all participants	2020-12-31	49,245,027
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	597,800
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	597,800
Present value of excess contributions	2020-12-31	2,256,019
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	2,382,356
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	2,382,356
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	2,108,591
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	893,444
Total employer contributions	2020-12-31	3,350,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	3,255,975
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	503,279
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	503,279
Additional cash requirement	2020-12-31	503,279
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	3,255,975
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	47,703,616
Acturial value of plan assets	2019-12-31	47,703,616
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	31,945,790
Number of terminated vested participants	2019-12-31	5
Fundng target for terminated vested participants	2019-12-31	2,061,559
Active participant vested funding target	2019-12-31	12,729,260
Number of active participants	2019-12-31	12
Total funding liabilities for active participants	2019-12-31	13,098,467
Total participant count	2019-12-31	39
Total funding target for all participants	2019-12-31	47,105,816
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	1,328,246
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	1,328,246
Present value of excess contributions	2019-12-31	2,441,805
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	2,582,941
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	2,582,941
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	3,332,779
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	597,800
Total employer contributions	2019-12-31	2,850,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	2,779,406
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	523,387
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	523,387
Additional cash requirement	2019-12-31	523,387
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	2,779,406
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	45,941,415
Acturial value of plan assets	2018-12-31	45,941,415
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	24,510,766
Number of terminated vested participants	2018-12-31	6
Fundng target for terminated vested participants	2018-12-31	2,852,925
Active participant vested funding target	2018-12-31	16,876,191
Number of active participants	2018-12-31	14
Total funding liabilities for active participants	2018-12-31	17,249,478
Total participant count	2018-12-31	39
Total funding target for all participants	2018-12-31	44,613,169
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	2,786,350
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	2,786,350
Present value of excess contributions	2018-12-31	2,212,096
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	2,344,158
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	2,344,158
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	3,824,274
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	1,328,246
Total employer contributions	2018-12-31	2,957,500
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	2,885,244
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	443,439
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	443,439
Additional cash requirement	2018-12-31	443,439
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	2,885,244
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	44,488,350
Acturial value of plan assets	2017-12-31	44,488,350
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	23,856,146
Number of terminated vested participants	2017-12-31	5
Fundng target for terminated vested participants	2017-12-31	1,645,290
Active participant vested funding target	2017-12-31	15,820,140
Number of active participants	2017-12-31	15
Total funding liabilities for active participants	2017-12-31	16,200,564
Total participant count	2017-12-31	39
Total funding target for all participants	2017-12-31	41,702,000
Balance at beginning of prior year after applicable adjustments	2017-12-31	1,856,116
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	13,978,693
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	1,856,116
Amount remaining of prefunding balance	2017-12-31	13,978,693
Present value of excess contributions	2017-12-31	2,443,286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	2,594,770
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	2,594,770
Reductions in caryover balances due to elections or deemed elections	2017-12-31	1,873,007
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	13,914,319
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	2,786,350
Total employer contributions	2017-12-31	2,742,500
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	2,673,748
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	461,652
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	461,652
Additional cash requirement	2017-12-31	461,652
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	2,673,748
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	42,348,073
Acturial value of plan assets	2016-12-31	42,348,073
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	19,070,726
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	1,016,217
Active participant vested funding target	2016-12-31	20,555,560
Number of active participants	2016-12-31	18
Total funding liabilities for active participants	2016-12-31	21,248,668
Total participant count	2016-12-31	39
Total funding target for all participants	2016-12-31	41,335,611
Balance at beginning of prior year after applicable adjustments	2016-12-31	1,847,065
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	12,053,737
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	1,847,065
Amount remaining of prefunding balance	2016-12-31	12,053,737
Present value of excess contributions	2016-12-31	1,753,824
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,865,893
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	1,865,893
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	1,856,116
Balance of prefunding at beginning of current year	2016-12-31	13,978,693
Total employer contributions	2016-12-31	3,267,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	3,157,111
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	713,825
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	713,825
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	713,825
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	3,157,111
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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