401k Plan data: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 plan

STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 401k Plan overview

Plan Name	STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731
Plan identification number	001

STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits. Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

EXCAVATORS UNION LOCAL 731 has sponsored the creation of one or more 401k plans.

Company Name: EXCAVATORS UNION LOCAL 731

Employer identification number (EIN): 130688160

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 DOMINIC VALDNER
001 2023-01-01
001 2023-01-01 DOMINIC VALDNER
001 2022-01-01
001 2022-01-01 DOMINIC VALDNER
001 2021-01-01
001 2021-01-01 DOMINIC VALDNER
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DOMINIC VALDNER
001 2016-01-01 DOMINIC VALDNER
001 2015-01-01 DOMINIC VALDNER
001 2014-01-01 DOMINIC VALDNER
001 2013-01-01 DOMINIC VALDNER
001 2012-01-01 DOMINIC VALDNER
001 2011-01-01 FRANK OMBRES
001 2010-01-01 FRANK OMBRES
001 2009-01-01 FRAN OMBERS

Financial Data on STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731

Measure	Date	Value
2023 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$18,020
Total plan liabilities at beginning of year	2023-12-31	$15,540
Total income from all sources	2023-12-31	$4,262,790
Expenses. Total of all expenses incurred	2023-12-31	$1,284,181
Benefits paid (including direct rollovers)	2023-12-31	$1,036,186
Total plan assets at end of year	2023-12-31	$32,054,595
Total plan assets at beginning of year	2023-12-31	$29,073,506
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$206,580
Other income received	2023-12-31	$3,262,790
Net income (gross income less expenses)	2023-12-31	$2,978,609
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$32,036,575
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$29,057,966
Total contributions received or receivable from employer(s)	2023-12-31	$1,000,000
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$41,415
2022 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$15,540
Total plan liabilities at beginning of year	2022-12-31	$16,480
Total income from all sources	2022-12-31	$-2,779,758
Expenses. Total of all expenses incurred	2022-12-31	$1,278,655
Benefits paid (including direct rollovers)	2022-12-31	$1,015,946
Total plan assets at end of year	2022-12-31	$29,073,506
Total plan assets at beginning of year	2022-12-31	$33,132,859
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$200,624
Other income received	2022-12-31	$-4,779,758
Net income (gross income less expenses)	2022-12-31	$-4,058,413
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$29,057,966
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$33,116,379
Total contributions received or receivable from employer(s)	2022-12-31	$2,000,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$62,085
2021 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$16,480
Total plan liabilities at beginning of year	2021-12-31	$16,480
Total income from all sources	2021-12-31	$3,808,396
Expenses. Total of all expenses incurred	2021-12-31	$1,178,017
Benefits paid (including direct rollovers)	2021-12-31	$902,101
Total plan assets at end of year	2021-12-31	$33,132,859
Total plan assets at beginning of year	2021-12-31	$30,502,480
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$209,741
Other income received	2021-12-31	$1,708,336
Net income (gross income less expenses)	2021-12-31	$2,630,379
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$33,116,379
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$30,486,000
Total contributions received or receivable from employer(s)	2021-12-31	$2,100,060
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$66,175
2020 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$16,480
Total plan liabilities at beginning of year	2020-12-31	$24,785
Total income from all sources	2020-12-31	$4,327,056
Expenses. Total of all expenses incurred	2020-12-31	$984,827
Benefits paid (including direct rollovers)	2020-12-31	$727,937
Total plan assets at end of year	2020-12-31	$30,502,480
Total plan assets at beginning of year	2020-12-31	$27,168,556
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$189,927
Other income received	2020-12-31	$3,327,056
Net income (gross income less expenses)	2020-12-31	$3,342,229
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$30,486,000
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$27,143,771
Total contributions received or receivable from employer(s)	2020-12-31	$1,000,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$66,963
2019 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$24,785
Total plan liabilities at beginning of year	2019-12-31	$13,620
Total income from all sources	2019-12-31	$4,745,137
Expenses. Total of all expenses incurred	2019-12-31	$1,080,535
Benefits paid (including direct rollovers)	2019-12-31	$833,763
Total plan assets at end of year	2019-12-31	$27,168,556
Total plan assets at beginning of year	2019-12-31	$23,492,789
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$170,237
Other income received	2019-12-31	$2,995,137
Net income (gross income less expenses)	2019-12-31	$3,664,602
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$27,143,771
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$23,479,169
Total contributions received or receivable from employer(s)	2019-12-31	$1,750,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$76,535
2018 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$13,620
Total plan liabilities at beginning of year	2018-12-31	$9,925
Total income from all sources	2018-12-31	$1,479,961
Expenses. Total of all expenses incurred	2018-12-31	$956,346
Benefits paid (including direct rollovers)	2018-12-31	$761,558
Total plan assets at end of year	2018-12-31	$23,492,789
Total plan assets at beginning of year	2018-12-31	$22,965,479
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$151,405
Other income received	2018-12-31	$-70,039
Net income (gross income less expenses)	2018-12-31	$523,615
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$23,479,169
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$22,955,554
Total contributions received or receivable from employer(s)	2018-12-31	$1,550,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$43,383
2017 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$9,925
Total income from all sources	2017-12-31	$2,578,314
Expenses. Total of all expenses incurred	2017-12-31	$978,317
Benefits paid (including direct rollovers)	2017-12-31	$754,836
Total plan assets at end of year	2017-12-31	$22,965,479
Total plan assets at beginning of year	2017-12-31	$21,355,557
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$145,906
Other income received	2017-12-31	$1,578,314
Net income (gross income less expenses)	2017-12-31	$1,599,997
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$22,955,554
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$21,355,557
Total contributions received or receivable from employer(s)	2017-12-31	$1,000,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$77,575
2016 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2016 401k financial data
Total income from all sources	2016-12-31	$2,952,884
Expenses. Total of all expenses incurred	2016-12-31	$935,794
Benefits paid (including direct rollovers)	2016-12-31	$745,866
Total plan assets at end of year	2016-12-31	$21,355,557
Total plan assets at beginning of year	2016-12-31	$19,338,467
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$135,049
Other income received	2016-12-31	$952,884
Net income (gross income less expenses)	2016-12-31	$2,017,090
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$21,355,557
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$19,338,467
Total contributions received or receivable from employer(s)	2016-12-31	$2,000,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$54,879
2015 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$14,420
Total income from all sources	2015-12-31	$1,487,122
Expenses. Total of all expenses incurred	2015-12-31	$889,739
Benefits paid (including direct rollovers)	2015-12-31	$737,967
Total plan assets at end of year	2015-12-31	$19,338,467
Total plan assets at beginning of year	2015-12-31	$18,755,504
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$123,585
Other income received	2015-12-31	$87,122
Net income (gross income less expenses)	2015-12-31	$597,383
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$19,338,467
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$18,741,084
Total contributions received or receivable from employer(s)	2015-12-31	$1,400,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$28,187
2014 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$14,420
Total income from all sources	2014-12-31	$2,457,607
Expenses. Total of all expenses incurred	2014-12-31	$895,844
Benefits paid (including direct rollovers)	2014-12-31	$727,314
Total plan assets at end of year	2014-12-31	$18,755,504
Total plan assets at beginning of year	2014-12-31	$17,179,321
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$117,961
Other income received	2014-12-31	$843,937
Net income (gross income less expenses)	2014-12-31	$1,561,763
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$18,741,084
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$17,179,321
Total contributions received or receivable from employer(s)	2014-12-31	$1,613,670
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$50,569
2013 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2013 401k financial data
Total income from all sources	2013-12-31	$1,991,553
Expenses. Total of all expenses incurred	2013-12-31	$849,360
Benefits paid (including direct rollovers)	2013-12-31	$702,108
Total plan assets at end of year	2013-12-31	$17,179,321
Total plan assets at beginning of year	2013-12-31	$16,037,128
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$107,830
Other income received	2013-12-31	$191,259
Net income (gross income less expenses)	2013-12-31	$1,142,193
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$17,179,321
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$16,037,128
Total contributions received or receivable from employer(s)	2013-12-31	$1,800,294
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$39,422
2012 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2012 401k financial data
Total income from all sources	2012-12-31	$2,402,253
Expenses. Total of all expenses incurred	2012-12-31	$1,035,473
Benefits paid (including direct rollovers)	2012-12-31	$816,248
Total plan assets at end of year	2012-12-31	$16,037,128
Total plan assets at beginning of year	2012-12-31	$14,670,348
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$114,545
Other income received	2012-12-31	$1,152,253
Net income (gross income less expenses)	2012-12-31	$1,366,780
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$16,037,128
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$14,670,348
Total contributions received or receivable from employer(s)	2012-12-31	$1,250,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$104,680
2011 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2011 401k financial data
Total income from all sources	2011-12-31	$2,834,825
Expenses. Total of all expenses incurred	2011-12-31	$672,435
Benefits paid (including direct rollovers)	2011-12-31	$548,369
Total plan assets at end of year	2011-12-31	$14,670,348
Total plan assets at beginning of year	2011-12-31	$12,507,958
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$87,145
Other income received	2011-12-31	$834,825
Net income (gross income less expenses)	2011-12-31	$2,162,390
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$14,670,348
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$12,507,958
Total contributions received or receivable from employer(s)	2011-12-31	$2,000,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$36,921
2010 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2010 401k financial data
Total income from all sources	2010-12-31	$2,498,395
Expenses. Total of all expenses incurred	2010-12-31	$546,856
Benefits paid (including direct rollovers)	2010-12-31	$466,400
Total plan assets at end of year	2010-12-31	$12,507,958
Total plan assets at beginning of year	2010-12-31	$10,556,419
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$80,456
Other income received	2010-12-31	$1,148,395
Net income (gross income less expenses)	2010-12-31	$1,951,539
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$12,507,958
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$10,556,419
Total contributions received or receivable from employer(s)	2010-12-31	$1,350,000

Form 5500 Responses for STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731

2023: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EXCAVATORS UNION LOCAL 731
Employer identification number (EIN):	130688160
NAIC Classification:	561110
NAIC Description:	Office Administrative Services

Plan id#	Filing Submission Date	Name of Administrator
001	2024-01-01	DOMINIC VALDNER
001	2023-01-01
001	2023-01-01	DOMINIC VALDNER
001	2022-01-01
001	2022-01-01	DOMINIC VALDNER
001	2021-01-01
001	2021-01-01	DOMINIC VALDNER
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DOMINIC VALDNER
001	2016-01-01	DOMINIC VALDNER
001	2015-01-01	DOMINIC VALDNER
001	2014-01-01	DOMINIC VALDNER
001	2013-01-01	DOMINIC VALDNER
001	2012-01-01	DOMINIC VALDNER
001	2011-01-01	FRANK OMBRES
001	2010-01-01	FRANK OMBRES
001	2009-01-01	FRAN OMBERS