IUOE LOCAL 137, 137A, 137B, 137C, 137R, AFL-CIO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO
| Measure | Date | Value |
|---|
| 2024 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-01-01 | $17,868 |
| Total plan liabilities at beginning of year | 2024-01-01 | $14,683 |
| Total income from all sources | 2024-01-01 | $1,142,738 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $353,574 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $284,740 |
| Total plan assets at end of year | 2024-01-01 | $7,018,904 |
| Total plan assets at beginning of year | 2024-01-01 | $6,226,555 |
| Value of fidelity bond covering the plan | 2024-01-01 | $2,500,000 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $5,838 |
| Other income received | 2024-01-01 | $892,738 |
| Net income (gross income less expenses) | 2024-01-01 | $789,164 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $7,001,036 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $6,211,872 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $250,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $62,996 |
| 2023 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $14,683 |
| Total plan liabilities at beginning of year | 2023-12-31 | $13,540 |
| Total income from all sources | 2023-12-31 | $1,026,896 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $346,925 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $284,721 |
| Total plan assets at end of year | 2023-12-31 | $6,226,555 |
| Total plan assets at beginning of year | 2023-12-31 | $5,545,441 |
| Value of fidelity bond covering the plan | 2023-12-31 | $4,000,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $3,317 |
| Other income received | 2023-12-31 | $776,896 |
| Net income (gross income less expenses) | 2023-12-31 | $679,971 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,211,872 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,531,901 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $250,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $58,887 |
| 2022 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $13,540 |
| Total plan liabilities at beginning of year | 2022-12-31 | $14,854 |
| Total income from all sources | 2022-12-31 | $-453,915 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $282,692 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $228,362 |
| Total plan assets at end of year | 2022-12-31 | $5,545,441 |
| Total plan assets at beginning of year | 2022-12-31 | $6,283,362 |
| Value of fidelity bond covering the plan | 2022-12-31 | $4,000,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $2,824 |
| Other income received | 2022-12-31 | $-703,915 |
| Net income (gross income less expenses) | 2022-12-31 | $-736,607 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,531,901 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,268,508 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $250,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $51,506 |
| 2021 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $14,854 |
| Total plan liabilities at beginning of year | 2021-12-31 | $12,845 |
| Total income from all sources | 2021-12-31 | $1,103,691 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $312,264 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $255,330 |
| Total plan assets at end of year | 2021-12-31 | $6,283,362 |
| Total plan assets at beginning of year | 2021-12-31 | $5,489,926 |
| Value of fidelity bond covering the plan | 2021-12-31 | $4,000,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $4,089 |
| Other income received | 2021-12-31 | $853,691 |
| Net income (gross income less expenses) | 2021-12-31 | $791,427 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,268,508 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,477,081 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $250,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $52,845 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $12,845 |
| Total plan liabilities at beginning of year | 2020-12-31 | $12,101 |
| Total income from all sources | 2020-12-31 | $683,121 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $317,440 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $265,107 |
| Total plan assets at end of year | 2020-12-31 | $5,489,926 |
| Total plan assets at beginning of year | 2020-12-31 | $5,123,501 |
| Value of fidelity bond covering the plan | 2020-12-31 | $3,500,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $2,962 |
| Other income received | 2020-12-31 | $483,121 |
| Net income (gross income less expenses) | 2020-12-31 | $365,681 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,477,081 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,111,400 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $49,371 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $12,101 |
| Total plan liabilities at beginning of year | 2019-12-31 | $11,164 |
| Total income from all sources | 2019-12-31 | $977,222 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $288,069 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $233,409 |
| Total plan assets at end of year | 2019-12-31 | $5,123,501 |
| Total plan assets at beginning of year | 2019-12-31 | $4,433,411 |
| Value of fidelity bond covering the plan | 2019-12-31 | $3,500,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $5,477 |
| Other income received | 2019-12-31 | $727,222 |
| Net income (gross income less expenses) | 2019-12-31 | $689,153 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,111,400 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,422,247 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $250,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $49,183 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $11,164 |
| Total plan liabilities at beginning of year | 2018-12-31 | $20,466 |
| Total income from all sources | 2018-12-31 | $111,797 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $461,743 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $404,626 |
| Total plan assets at end of year | 2018-12-31 | $4,433,411 |
| Total plan assets at beginning of year | 2018-12-31 | $4,792,659 |
| Value of fidelity bond covering the plan | 2018-12-31 | $3,500,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $5,856 |
| Other income received | 2018-12-31 | $-138,203 |
| Net income (gross income less expenses) | 2018-12-31 | $-349,946 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,422,247 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,772,193 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $250,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $51,261 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $20,466 |
| Total plan liabilities at beginning of year | 2017-12-31 | $11,602 |
| Total income from all sources | 2017-12-31 | $599,320 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $480,985 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $404,626 |
| Total plan assets at end of year | 2017-12-31 | $4,792,659 |
| Total plan assets at beginning of year | 2017-12-31 | $4,665,460 |
| Value of fidelity bond covering the plan | 2017-12-31 | $3,500,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $5,779 |
| Other income received | 2017-12-31 | $399,320 |
| Net income (gross income less expenses) | 2017-12-31 | $118,335 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,772,193 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,653,858 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $70,580 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $11,602 |
| Total plan liabilities at beginning of year | 2016-12-31 | $10,325 |
| Total income from all sources | 2016-12-31 | $460,077 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $460,249 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $406,515 |
| Total plan assets at end of year | 2016-12-31 | $4,665,460 |
| Total plan assets at beginning of year | 2016-12-31 | $4,664,355 |
| Value of fidelity bond covering the plan | 2016-12-31 | $3,500,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $8,218 |
| Other income received | 2016-12-31 | $260,077 |
| Net income (gross income less expenses) | 2016-12-31 | $-172 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,653,858 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,654,030 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $45,516 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $10,325 |
| Total plan liabilities at beginning of year | 2015-12-31 | $10,500 |
| Total income from all sources | 2015-12-31 | $147,690 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $463,573 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $417,097 |
| Total plan assets at end of year | 2015-12-31 | $4,664,355 |
| Total plan assets at beginning of year | 2015-12-31 | $4,980,413 |
| Value of fidelity bond covering the plan | 2015-12-31 | $3,500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $4,727 |
| Other income received | 2015-12-31 | $-52,310 |
| Net income (gross income less expenses) | 2015-12-31 | $-315,883 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,654,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,969,913 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $41,749 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $10,500 |
| Total plan liabilities at beginning of year | 2014-12-31 | $9,921 |
| Total income from all sources | 2014-12-31 | $477,956 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $469,152 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $419,378 |
| Total plan assets at end of year | 2014-12-31 | $4,980,413 |
| Total plan assets at beginning of year | 2014-12-31 | $4,971,030 |
| Value of fidelity bond covering the plan | 2014-12-31 | $3,500,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,407 |
| Other income received | 2014-12-31 | $277,956 |
| Net income (gross income less expenses) | 2014-12-31 | $8,804 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,969,913 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,961,109 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $48,367 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $9,921 |
| Total plan liabilities at beginning of year | 2013-12-31 | $10,100 |
| Total income from all sources | 2013-12-31 | $750,657 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $450,477 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $410,564 |
| Total plan assets at end of year | 2013-12-31 | $4,971,030 |
| Total plan assets at beginning of year | 2013-12-31 | $4,671,029 |
| Value of fidelity bond covering the plan | 2013-12-31 | $3,500,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $17,623 |
| Other income received | 2013-12-31 | $440,657 |
| Net income (gross income less expenses) | 2013-12-31 | $300,180 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,961,109 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,660,929 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $310,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $22,290 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $10,100 |
| Total plan liabilities at beginning of year | 2012-12-31 | $8,775 |
| Total income from all sources | 2012-12-31 | $528,943 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $441,361 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $409,059 |
| Total plan assets at end of year | 2012-12-31 | $4,671,029 |
| Total plan assets at beginning of year | 2012-12-31 | $4,582,122 |
| Value of fidelity bond covering the plan | 2012-12-31 | $3,500,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $32,302 |
| Other income received | 2012-12-31 | $328,943 |
| Net income (gross income less expenses) | 2012-12-31 | $87,582 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,660,929 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,573,347 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $200,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $8,775 |
| Total plan liabilities at beginning of year | 2011-12-31 | $60,489 |
| Total income from all sources | 2011-12-31 | $291,735 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $444,572 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $415,177 |
| Total plan assets at end of year | 2011-12-31 | $4,582,122 |
| Total plan assets at beginning of year | 2011-12-31 | $4,786,673 |
| Value of fidelity bond covering the plan | 2011-12-31 | $3,500,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $29,395 |
| Other income received | 2011-12-31 | $91,735 |
| Net income (gross income less expenses) | 2011-12-31 | $-152,837 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,573,347 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,726,184 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $200,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $60,489 |
| Total plan liabilities at beginning of year | 2010-12-31 | $8,825 |
| Total income from all sources | 2010-12-31 | $498,190 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $423,391 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $388,893 |
| Total plan assets at end of year | 2010-12-31 | $4,786,673 |
| Total plan assets at beginning of year | 2010-12-31 | $4,660,210 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $34,498 |
| Other income received | 2010-12-31 | $298,190 |
| Net income (gross income less expenses) | 2010-12-31 | $74,799 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,726,184 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,651,385 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $200,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | Yes |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
