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
401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO
Measure | Date | Value |
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2022: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 6,268,508 |
Acturial value of plan assets | 2022-12-31 | 6,268,508 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 2,261,951 |
Number of terminated vested participants | 2022-12-31 | 3 |
Fundng target for terminated vested participants | 2022-12-31 | 386,460 |
Active participant vested funding target | 2022-12-31 | 1,725,693 |
Number of active participants | 2022-12-31 | 4 |
Total funding liabilities for active participants | 2022-12-31 | 1,730,565 |
Total participant count | 2022-12-31 | 22 |
Total funding target for all participants | 2022-12-31 | 4,378,976 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 776,337 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 776,337 |
Present value of excess contributions | 2022-12-31 | 243,347 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 256,755 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 256,755 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 1,150,785 |
Total employer contributions | 2022-12-31 | 250,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 243,815 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 220,044 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 243,815 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
Total of all active and inactive participants | 2022-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 3 |
Total participants | 2022-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 5,477,081 |
Acturial value of plan assets | 2021-12-31 | 5,477,081 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 2,297,718 |
Number of terminated vested participants | 2021-12-31 | 3 |
Fundng target for terminated vested participants | 2021-12-31 | 356,706 |
Active participant vested funding target | 2021-12-31 | 1,558,062 |
Number of active participants | 2021-12-31 | 4 |
Total funding liabilities for active participants | 2021-12-31 | 1,561,343 |
Total participant count | 2021-12-31 | 22 |
Total funding target for all participants | 2021-12-31 | 4,215,767 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 793,817 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 82,104 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 711,713 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 776,337 |
Total employer contributions | 2021-12-31 | 250,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 243,347 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 220,431 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 243,347 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3 |
Total of all active and inactive participants | 2021-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 5 |
Total participants | 2021-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 5,111,400 |
Acturial value of plan assets | 2020-12-31 | 5,111,400 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 2,304,675 |
Number of terminated vested participants | 2020-12-31 | 3 |
Fundng target for terminated vested participants | 2020-12-31 | 343,540 |
Active participant vested funding target | 2020-12-31 | 1,710,007 |
Number of active participants | 2020-12-31 | 4 |
Total funding liabilities for active participants | 2020-12-31 | 1,710,007 |
Total participant count | 2020-12-31 | 22 |
Total funding target for all participants | 2020-12-31 | 4,358,222 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 765,773 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 81,094 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 684,679 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 793,817 |
Total employer contributions | 2020-12-31 | 200,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 195,162 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 239,978 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 239,978 |
Additional cash requirement | 2020-12-31 | 239,978 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 195,162 |
Unpaid minimum required contributions for current year | 2020-12-31 | 44,816 |
Unpaid minimum required contributions for all years | 2020-12-31 | 44,816 |
Total participants, beginning-of-year | 2020-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 3 |
Total of all active and inactive participants | 2020-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 5 |
Total participants | 2020-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 4,422,247 |
Acturial value of plan assets | 2019-12-31 | 4,422,247 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 1,683,527 |
Number of terminated vested participants | 2019-12-31 | 4 |
Fundng target for terminated vested participants | 2019-12-31 | 902,475 |
Active participant vested funding target | 2019-12-31 | 1,517,454 |
Number of active participants | 2019-12-31 | 4 |
Total funding liabilities for active participants | 2019-12-31 | 1,517,454 |
Total participant count | 2019-12-31 | 22 |
Total funding target for all participants | 2019-12-31 | 4,103,456 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 958,964 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 166,074 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 792,890 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 765,773 |
Total employer contributions | 2019-12-31 | 250,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 244,494 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 234,233 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 446,982 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 325,588 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 81,094 |
Additional cash requirement | 2019-12-31 | 244,494 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 244,494 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3 |
Total of all active and inactive participants | 2019-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 5 |
Total participants | 2019-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 4,821,844 |
Acturial value of plan assets | 2018-12-31 | 4,821,844 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 2,697,906 |
Number of terminated vested participants | 2018-12-31 | 4 |
Fundng target for terminated vested participants | 2018-12-31 | 829,764 |
Active participant vested funding target | 2018-12-31 | 1,300,319 |
Number of active participants | 2018-12-31 | 4 |
Total funding liabilities for active participants | 2018-12-31 | 1,300,319 |
Total participant count | 2018-12-31 | 23 |
Total funding target for all participants | 2018-12-31 | 4,827,989 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 1,122,954 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 1,122,954 |
Present value of excess contributions | 2018-12-31 | 10,035 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 10,612 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 10,612 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 265,000 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 958,964 |
Total employer contributions | 2018-12-31 | 200,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 192,451 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 200,971 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 965,109 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 358,525 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 166,074 |
Additional cash requirement | 2018-12-31 | 192,451 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 192,451 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 5 |
Total participants | 2018-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 4,653,858 |
Acturial value of plan assets | 2017-12-31 | 4,653,858 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 2,656,419 |
Number of terminated vested participants | 2017-12-31 | 3 |
Fundng target for terminated vested participants | 2017-12-31 | 602,031 |
Active participant vested funding target | 2017-12-31 | 1,155,180 |
Number of active participants | 2017-12-31 | 4 |
Total funding liabilities for active participants | 2017-12-31 | 1,155,180 |
Total participant count | 2017-12-31 | 23 |
Total funding target for all participants | 2017-12-31 | 4,413,630 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,954,651 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,320,985 |
Amount remaining of carryover balance | 2017-12-31 | 1,954,651 |
Amount remaining of prefunding balance | 2017-12-31 | 1,320,985 |
Present value of excess contributions | 2017-12-31 | 42,132 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 44,483 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 44,483 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 2,057,857 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 312,262 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 1,122,954 |
Total employer contributions | 2017-12-31 | 249,999 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 241,695 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 231,660 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 231,660 |
Additional cash requirement | 2017-12-31 | 231,660 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 241,695 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 5 |
Total participants | 2017-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 4,654,030 |
Acturial value of plan assets | 2016-12-31 | 4,654,030 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 2,733,332 |
Number of terminated vested participants | 2016-12-31 | 3 |
Fundng target for terminated vested participants | 2016-12-31 | 547,485 |
Active participant vested funding target | 2016-12-31 | 1,000,268 |
Number of active participants | 2016-12-31 | 4 |
Total funding liabilities for active participants | 2016-12-31 | 1,000,268 |
Total participant count | 2016-12-31 | 23 |
Total funding target for all participants | 2016-12-31 | 4,281,085 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,985,223 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,297,820 |
Amount remaining of carryover balance | 2016-12-31 | 1,985,223 |
Amount remaining of prefunding balance | 2016-12-31 | 1,297,820 |
Present value of excess contributions | 2016-12-31 | 40,805 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 43,151 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 43,151 |
Balance of carryovers at beginning of current year | 2016-12-31 | 1,954,651 |
Balance of prefunding at beginning of current year | 2016-12-31 | 1,320,985 |
Total employer contributions | 2016-12-31 | 200,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 194,639 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 152,507 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 152,507 |
Additional cash requirement | 2016-12-31 | 152,507 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 194,639 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 5 |
Total participants | 2016-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 5 |
Total participants | 2015-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 4 |
Total participants | 2012-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: PENSION PLAN FOR EMPLOYEES OF LOCAL 137,137A, 137B,137C,137R IUOE, AFL-CIO 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
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 |
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 |