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PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS
Plan identification number 001

PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BD OF TRUSTEES OF THE WELFARE PLAN LOCALS 137,137A,137B,137C, AND 137R has sponsored the creation of one or more 401k plans.

Company Name:BD OF TRUSTEES OF THE WELFARE PLAN LOCALS 137,137A,137B,137C, AND 137R
Employer identification number (EIN):131739714
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JEFFREY LOUGHLIN2023-05-24 MICHAEL MILLER2023-05-24
0012021-01-01JEFFREY LOUGHLIN2022-03-30 MICHAEL MILLER2022-03-30
0012020-01-01JEFFREY LOUGHLIN2021-05-09 MICHAEL MILLER2021-05-09
0012020-01-01JEFFREY LOUGHLIN2021-05-09 MICHAEL MILLER2021-05-09
0012019-01-01JEFFREY LOUGHLIN2020-07-01 MICHAEL MILLER2020-07-01
0012019-01-01JEFFREY LOUGHLIN2020-07-01 MICHAEL MILLER2020-07-01
0012018-01-01
0012017-01-01
0012016-01-01CAROL WESTFALL
0012015-01-01CAROL WESTFALL
0012014-01-01CAROL WESTFALL
0012013-01-01CAROL WESTFALL
0012012-01-01CAROL WESTFALL
0012011-01-01CAROL WESTFALL
0012009-01-01CAROL WESTFALL
0012009-01-01CAROL WESTFALL

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS

Measure Date Value
2022: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2022 401k membership
Market value of plan assets2022-12-315,987,034
Acturial value of plan assets2022-12-315,987,034
Funding target for retired participants and beneficiaries receiving payment2022-12-312,030,789
Number of terminated vested participants2022-12-313
Fundng target for terminated vested participants2022-12-31196,908
Active participant vested funding target2022-12-312,808,682
Number of active participants2022-12-318
Total funding liabilities for active participants2022-12-312,869,328
Total participant count2022-12-3125
Total funding target for all participants2022-12-315,097,025
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31526,371
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-3141,155
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31485,216
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31558,969
Total employer contributions2022-12-31250,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31243,788
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31282,204
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31243,788
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0124
Total number of active participants reported on line 7a of the Form 55002022-01-018
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2021 401k membership
Market value of plan assets2021-12-315,239,603
Acturial value of plan assets2021-12-315,239,603
Funding target for retired participants and beneficiaries receiving payment2021-12-312,244,539
Number of terminated vested participants2021-12-313
Fundng target for terminated vested participants2021-12-31186,410
Active participant vested funding target2021-12-312,492,058
Number of active participants2021-12-318
Total funding liabilities for active participants2021-12-312,533,026
Total participant count2021-12-3125
Total funding target for all participants2021-12-314,963,975
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31639,040
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31155,065
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31483,975
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31526,371
Total employer contributions2021-12-31250,000
Total employee contributions2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31243,404
Unpaid minimum required contributions for all prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31261,179
Net shortfall amortization installment of oustanding balance2021-12-31250,743
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31284,559
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-3141,155
Additional cash requirement2021-12-31243,404
Contributions allocatedtoward minimum required contributions for current year2021-12-31243,404
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0124
Total number of active participants reported on line 7a of the Form 55002021-01-018
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2020 401k membership
Market value of plan assets2020-12-314,911,870
Acturial value of plan assets2020-12-314,911,870
Funding target for retired participants and beneficiaries receiving payment2020-12-312,478,577
Number of terminated vested participants2020-12-313
Fundng target for terminated vested participants2020-12-31200,128
Active participant vested funding target2020-12-312,253,010
Number of active participants2020-12-318
Total funding liabilities for active participants2020-12-312,253,010
Total participant count2020-12-3125
Total funding target for all participants2020-12-314,931,715
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31819,664
Prefunding balanced used to offset prior years funding requirement2020-12-31266,478
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31553,186
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31639,040
Total employer contributions2020-12-31200,000
Total employee contributions2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31193,601
Unpaid minimum required contributions for all prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31237,139
Net shortfall amortization installment of oustanding balance2020-12-31658,885
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31361,266
Prefunding balance elected to use to offset funding requirement2020-12-31167,665
Additional cash requirement2020-12-31193,601
Contributions allocatedtoward minimum required contributions for current year2020-12-31193,601
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0124
Total number of active participants reported on line 7a of the Form 55002020-01-019
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-0124
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2019 401k membership
Market value of plan assets2019-12-314,431,077
Acturial value of plan assets2019-12-314,431,077
Funding target for retired participants and beneficiaries receiving payment2019-12-312,379,719
Number of terminated vested participants2019-12-314
Fundng target for terminated vested participants2019-12-31205,331
Active participant vested funding target2019-12-311,923,382
Number of active participants2019-12-318
Total funding liabilities for active participants2019-12-311,923,382
Total participant count2019-12-3126
Total funding target for all participants2019-12-314,508,432
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,400,796
Prefunding balanced used to offset prior years funding requirement2019-12-31147,137
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-311,253,659
Present value of excess contributions2019-12-31345
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31365
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31365
Reductions in prefunding balances due to elections or deemed elections2019-12-31393,365
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31819,664
Total employer contributions2019-12-31100,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3197,514
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31218,237
Net shortfall amortization installment of oustanding balance2019-12-31897,019
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31363,992
Prefunding balance elected to use to offset funding requirement2019-12-31266,478
Additional cash requirement2019-12-3197,514
Contributions allocatedtoward minimum required contributions for current year2019-12-3197,514
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0125
Total number of active participants reported on line 7a of the Form 55002019-01-019
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-0124
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2018 401k membership
Market value of plan assets2018-12-314,776,627
Acturial value of plan assets2018-12-314,776,627
Funding target for retired participants and beneficiaries receiving payment2018-12-312,065,873
Number of terminated vested participants2018-12-314
Fundng target for terminated vested participants2018-12-31190,492
Active participant vested funding target2018-12-311,958,071
Number of active participants2018-12-319
Total funding liabilities for active participants2018-12-311,958,071
Total participant count2018-12-3126
Total funding target for all participants2018-12-314,214,436
Balance at beginning of prior year after applicable adjustments2018-12-31933,634
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,361,218
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-31101,527
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31832,107
Amount remaining of prefunding balance2018-12-311,361,218
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-31899,092
Reductions in prefunding balances due to elections or deemed elections2018-12-3170,000
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-311,400,796
Total employer contributions2018-12-31100,000
Total employee contributions2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3197,402
Unpaid minimum required contributions for all prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31244,194
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31244,194
Prefunding balance elected to use to offset funding requirement2018-12-31147,137
Additional cash requirement2018-12-3197,057
Contributions allocatedtoward minimum required contributions for current year2018-12-3197,402
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0127
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2017 401k membership
Market value of plan assets2017-12-314,616,856
Acturial value of plan assets2017-12-314,616,856
Funding target for retired participants and beneficiaries receiving payment2017-12-311,827,151
Number of terminated vested participants2017-12-314
Fundng target for terminated vested participants2017-12-31204,637
Active participant vested funding target2017-12-311,711,567
Number of active participants2017-12-318
Total funding liabilities for active participants2017-12-311,711,567
Total participant count2017-12-3124
Total funding target for all participants2017-12-313,743,355
Balance at beginning of prior year after applicable adjustments2017-12-31961,730
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,289,521
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-3177,272
Amount remaining of carryover balance2017-12-31884,458
Amount remaining of prefunding balance2017-12-311,289,521
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-31933,634
Balance of prefunding at beginning of current year2017-12-311,361,218
Total employer contributions2017-12-31100,000
Total employee contributions2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3197,340
Unpaid minimum required contributions for all prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31198,867
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31198,867
Carryover balance elected to use to offset funding requirement2017-12-31101,527
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3197,340
Contributions allocatedtoward minimum required contributions for current year2017-12-3197,340
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0125
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2016 401k membership
Market value of plan assets2016-12-314,554,336
Acturial value of plan assets2016-12-314,554,336
Funding target for retired participants and beneficiaries receiving payment2016-12-311,994,456
Number of terminated vested participants2016-12-314
Fundng target for terminated vested participants2016-12-31177,717
Active participant vested funding target2016-12-311,522,064
Number of active participants2016-12-318
Total funding liabilities for active participants2016-12-311,522,064
Total participant count2016-12-3125
Total funding target for all participants2016-12-313,694,237
Balance at beginning of prior year after applicable adjustments2016-12-311,097,681
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,309,557
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-31121,008
Amount remaining of carryover balance2016-12-31976,673
Amount remaining of prefunding balance2016-12-311,309,557
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-31961,730
Balance of prefunding at beginning of current year2016-12-311,289,521
Total employer contributions2016-12-31100,000
Total employee contributions2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3197,180
Unpaid minimum required contributions for all prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31174,452
Total funding amount beforereflecting carryover/prefunding balances2016-12-31174,452
Carryover balance elected to use to offset funding requirement2016-12-3177,272
Additional cash requirement2016-12-3197,180
Contributions allocatedtoward minimum required contributions for current year2016-12-3197,180
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0124
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2015 401k membership
Total participants, beginning-of-year2015-01-0124
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2014 401k membership
Total participants, beginning-of-year2014-01-0124
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-0111
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2013 401k membership
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2012 401k membership
Total participants, beginning-of-year2012-01-0127
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-0112
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2011 401k membership
Total participants, beginning-of-year2011-01-0128
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-0113
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2009 401k membership
Total participants, beginning-of-year2009-01-0128
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-0113
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS

Measure Date Value
2022 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2022 401k financial data
Total plan liabilities at end of year2022-12-31$14,889
Total plan liabilities at beginning of year2022-12-31$14,499
Total income from all sources2022-12-31$-417,753
Expenses. Total of all expenses incurred2022-12-31$391,311
Benefits paid (including direct rollovers)2022-12-31$328,107
Total plan assets at end of year2022-12-31$5,192,859
Total plan assets at beginning of year2022-12-31$6,001,533
Value of fidelity bond covering the plan2022-12-31$4,000,000
Expenses. Other expenses not covered elsewhere2022-12-31$5,846
Other income received2022-12-31$-667,753
Net income (gross income less expenses)2022-12-31$-809,064
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,177,970
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,987,034
Total contributions received or receivable from employer(s)2022-12-31$250,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$57,358
2021 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2021 401k financial data
Total plan liabilities at end of year2021-12-31$14,499
Total plan liabilities at beginning of year2021-12-31$12,564
Total income from all sources2021-12-31$1,067,929
Expenses. Total of all expenses incurred2021-12-31$320,498
Benefits paid (including direct rollovers)2021-12-31$255,330
Total plan assets at end of year2021-12-31$6,001,533
Total plan assets at beginning of year2021-12-31$5,252,167
Value of fidelity bond covering the plan2021-12-31$4,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$6,825
Other income received2021-12-31$817,929
Net income (gross income less expenses)2021-12-31$747,431
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,987,034
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,239,603
Total contributions received or receivable from employer(s)2021-12-31$250,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$58,343
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2020 401k financial data
Total plan liabilities at end of year2020-12-31$12,564
Total plan liabilities at beginning of year2020-12-31$11,999
Total income from all sources2020-12-31$648,256
Expenses. Total of all expenses incurred2020-12-31$320,523
Benefits paid (including direct rollovers)2020-12-31$259,226
Total plan assets at end of year2020-12-31$5,252,167
Total plan assets at beginning of year2020-12-31$4,923,869
Value of fidelity bond covering the plan2020-12-31$3,500,000
Expenses. Other expenses not covered elsewhere2020-12-31$6,297
Other income received2020-12-31$448,256
Net income (gross income less expenses)2020-12-31$327,733
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,239,603
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,911,870
Total contributions received or receivable from employer(s)2020-12-31$200,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$55,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2019 401k financial data
Total plan liabilities at end of year2019-12-31$11,999
Total plan liabilities at beginning of year2019-12-31$11,140
Total income from all sources2019-12-31$791,327
Expenses. Total of all expenses incurred2019-12-31$310,534
Benefits paid (including direct rollovers)2019-12-31$253,231
Total plan assets at end of year2019-12-31$4,923,869
Total plan assets at beginning of year2019-12-31$4,442,217
Value of fidelity bond covering the plan2019-12-31$3,500,000
Expenses. Other expenses not covered elsewhere2019-12-31$6,302
Other income received2019-12-31$691,327
Net income (gross income less expenses)2019-12-31$480,793
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,911,870
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,431,077
Total contributions received or receivable from employer(s)2019-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$51,001
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2018 401k financial data
Total plan liabilities at end of year2018-12-31$11,140
Total plan liabilities at beginning of year2018-12-31$11,827
Total income from all sources2018-12-31$-30,291
Expenses. Total of all expenses incurred2018-12-31$315,259
Benefits paid (including direct rollovers)2018-12-31$248,391
Total plan assets at end of year2018-12-31$4,442,217
Total plan assets at beginning of year2018-12-31$4,788,454
Value of fidelity bond covering the plan2018-12-31$3,500,000
Expenses. Other expenses not covered elsewhere2018-12-31$7,143
Other income received2018-12-31$-130,291
Net income (gross income less expenses)2018-12-31$-345,550
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,431,077
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,776,627
Total contributions received or receivable from employer(s)2018-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$59,725
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2017 401k financial data
Total plan liabilities at end of year2017-12-31$11,827
Total plan liabilities at beginning of year2017-12-31$13,689
Total income from all sources2017-12-31$481,195
Expenses. Total of all expenses incurred2017-12-31$321,424
Benefits paid (including direct rollovers)2017-12-31$245,036
Total plan assets at end of year2017-12-31$4,788,454
Total plan assets at beginning of year2017-12-31$4,630,545
Value of fidelity bond covering the plan2017-12-31$3,500,000
Other income received2017-12-31$381,195
Net income (gross income less expenses)2017-12-31$159,771
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,776,627
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,616,856
Total contributions received or receivable from employer(s)2017-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$76,388
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2016 401k financial data
Total plan liabilities at end of year2016-12-31$13,689
Total plan liabilities at beginning of year2016-12-31$12,452
Total income from all sources2016-12-31$366,802
Expenses. Total of all expenses incurred2016-12-31$304,281
Benefits paid (including direct rollovers)2016-12-31$248,185
Total plan assets at end of year2016-12-31$4,630,545
Total plan assets at beginning of year2016-12-31$4,566,787
Value of fidelity bond covering the plan2016-12-31$3,500,000
Expenses. Other expenses not covered elsewhere2016-12-31$3,015
Other income received2016-12-31$266,802
Net income (gross income less expenses)2016-12-31$62,521
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,616,856
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,554,335
Total contributions received or receivable from employer(s)2016-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$53,081
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2015 401k financial data
Total plan liabilities at end of year2015-12-31$12,452
Total plan liabilities at beginning of year2015-12-31$14,970
Total income from all sources2015-12-31$50,027
Expenses. Total of all expenses incurred2015-12-31$304,741
Benefits paid (including direct rollovers)2015-12-31$243,194
Total plan assets at end of year2015-12-31$4,566,787
Total plan assets at beginning of year2015-12-31$4,824,019
Value of fidelity bond covering the plan2015-12-31$3,500,000
Expenses. Other expenses not covered elsewhere2015-12-31$3,176
Other income received2015-12-31$-49,973
Net income (gross income less expenses)2015-12-31$-254,714
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,554,335
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,809,049
Total contributions received or receivable from employer(s)2015-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$58,371
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2014 401k financial data
Total plan liabilities at end of year2014-12-31$14,970
Total plan liabilities at beginning of year2014-12-31$9,863
Total income from all sources2014-12-31$341,992
Expenses. Total of all expenses incurred2014-12-31$303,209
Benefits paid (including direct rollovers)2014-12-31$253,583
Total plan assets at end of year2014-12-31$4,824,019
Total plan assets at beginning of year2014-12-31$4,780,129
Value of fidelity bond covering the plan2014-12-31$3,500,000
Expenses. Other expenses not covered elsewhere2014-12-31$5,255
Other income received2014-12-31$241,992
Net income (gross income less expenses)2014-12-31$38,783
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,809,049
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,770,266
Total contributions received or receivable from employer(s)2014-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$44,371
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2013 401k financial data
Total plan liabilities at end of year2013-12-31$9,863
Total plan liabilities at beginning of year2013-12-31$10,563
Total income from all sources2013-12-31$476,376
Expenses. Total of all expenses incurred2013-12-31$295,576
Benefits paid (including direct rollovers)2013-12-31$253,583
Total plan assets at end of year2013-12-31$4,780,129
Total plan assets at beginning of year2013-12-31$4,600,029
Value of fidelity bond covering the plan2013-12-31$3,500,000
Expenses. Other expenses not covered elsewhere2013-12-31$1,957
Other income received2013-12-31$376,376
Net income (gross income less expenses)2013-12-31$180,800
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,770,266
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,589,466
Total contributions received or receivable from employer(s)2013-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$40,036
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2012 401k financial data
Total plan liabilities at end of year2012-12-31$10,563
Total plan liabilities at beginning of year2012-12-31$8,210
Total income from all sources2012-12-31$684,189
Expenses. Total of all expenses incurred2012-12-31$309,189
Benefits paid (including direct rollovers)2012-12-31$268,800
Total plan assets at end of year2012-12-31$4,600,029
Total plan assets at beginning of year2012-12-31$4,222,676
Value of fidelity bond covering the plan2012-12-31$3,500,000
Expenses. Other expenses not covered elsewhere2012-12-31$40,389
Other income received2012-12-31$284,189
Net income (gross income less expenses)2012-12-31$375,000
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,589,466
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,214,466
Total contributions received or receivable from employer(s)2012-12-31$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2011 401k financial data
Total plan liabilities at end of year2011-12-31$8,210
Total plan liabilities at beginning of year2011-12-31$59,706
Total income from all sources2011-12-31$471,907
Expenses. Total of all expenses incurred2011-12-31$291,709
Benefits paid (including direct rollovers)2011-12-31$254,104
Total plan assets at end of year2011-12-31$4,222,676
Total plan assets at beginning of year2011-12-31$4,093,974
Value of fidelity bond covering the plan2011-12-31$3,500,000
Expenses. Other expenses not covered elsewhere2011-12-31$37,605
Other income received2011-12-31$71,907
Net income (gross income less expenses)2011-12-31$180,198
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,214,466
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,034,268
Total contributions received or receivable from employer(s)2011-12-31$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2010 401k financial data
Total plan liabilities at end of year2010-12-31$59,706
Total plan liabilities at beginning of year2010-12-31$8,174
Total income from all sources2010-12-31$703,119
Expenses. Total of all expenses incurred2010-12-31$241,703
Benefits paid (including direct rollovers)2010-12-31$199,343
Total plan assets at end of year2010-12-31$4,093,974
Total plan assets at beginning of year2010-12-31$3,581,026
Value of fidelity bond covering the plan2010-12-31$500,000
Expenses. Other expenses not covered elsewhere2010-12-31$42,360
Other income received2010-12-31$203,119
Net income (gross income less expenses)2010-12-31$461,416
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,034,268
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,572,852
Total contributions received or receivable from employer(s)2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS

2022: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2022 form 5500 responses
2022-01-01Type of plan entitySingle 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 planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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 planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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 planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2014 form 5500 responses
2014-01-01Type of plan entitySingle 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 planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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 planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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 planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF LOCAL 137 BENEFIT FUNDS 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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 planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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